Stephane Armand Email & Phone Number

Toronto, Ontario, Canada

Toronto, Canada Area

Stephane brings 18+ years of experience in investing, finance, wealth management and leadership to his management role at the RBC Dominion Securities Brookfield Place (BCE 22) branch in Toronto. He focuses on managing, recruiting, coaching and providing ongoing guidance for Investment Advisors and Portfolio Managers and their teams.As an Investment Advisor, Stéphane helps individuals grow and preserve their retirement savings by implementing the firm's proven wealth strategies, investment recommendations and providing ongoing independent advice.Clients benefit from a written plan that helps them better understand their financial situation. Planning provides Stéphane with valuable information that includes clients' retirement goals, upcoming life events, debt obligations, family responsibilities, beneficiaries, and the ability to run retirement scenarios.He meets with prospective clients to learn about their needs and goals to see if he can benefit their situations. These meetings are both confidential and complimentary.

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Toronto, Canada Area

-Support RBC Dominion Securities investment advisors across Canada by leading a team of skilled professionals who assist them with timely business development strategies.-As a former investment advisor, monitor investor and economic research to assist advisors in identifying and meeting the evolving needs of affluent investors. -Speak before advisors across Canada and gain feedback to enhance educational content on an ongoing basis.-Value original thinking, investment knowledge and emotional intelligence as part of advisors’ efforts to earn clients’ trust and serve them effectively.

Toronto, Canada Area

Play active role as part of the sales team within the Wholesaler Development Program. Wholesaler Development Program included sales training, etiquette training, business writing and presentation skills. Responsible for managing relationships with investment advisors and financial planners in Ottawa.

Toronto, Canada Area

Responsible for the management, training and performance of the national inside sales team of seven sales professionals. Responsible for increasing net sales and managing relationships with investment advisors and financial planners across western Ontario.Acuity was sold for $325M to AGF Management on February 1, 2011

Ottawa, Canada Area

Focus on the growth, management and protection of client’s wealth. Began this process by taking the time to fully understand clients’ goals. Design and implement effective wealth management plans to help clients achieve goals. Each goal is reflected within the investment, retirement, tax, estate and charitable giving solutions created for them.

Toronto, Canada Area

Inside sales representative responsible for managing relationships with investment advisors and financial planners across a large territory including Quebec, Eastern Ontario, Manitoba and Toronto. Senior team member and leader in both activity and sales.

Toronto, Canada Area

Manage relationships with defined pension plan participants possessing varying degrees of plan and investment experience. Draw on pension plan, investment and product knowledge to keep participants informed while providing them with a positive experience.

Ottawa, Canada Area

Working at the branch level, help personal and business clients achieve their financial goals by providing a range of financial products and services including investments, banking, estate planning, trust advisory and lending solutions.

Ottawa, Canada Area

As a summer co-op student from 1999-2004 supported Canada Post's direct mail businesses that include Unaddressed Adamil, Addressed Admail and Publications mail.

B.Soc.Sc., Economics

Bcom., Business And Finance

Activities and Societies: Past President of The Ottawa Student Investment Club

Canadian Securities Course (Csc)®, Finance

Recognized as the industry benchmark, the CSC delivers the comprehensive financial training employers demand.

Conduct And Practices Handbook Course (Cph)

Rules, regulations, practices, and ethics in investment management

Canadian Insurance Course (Cic)

The CIC forms the foundation for any financial professional looking to offer insurance expertise to clients as an agent, financial.

Partners, Directors And Senior Offiers Course (Pdo)

Wealth Management Essentials Course