T. Scott Boyd, Cim, Cfp Email and Phone Number
T. Scott Boyd, Cim, Cfp work email
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T. Scott Boyd, Cim, Cfp personal email
The Cooper Boyd Advisor Group of RBC Dominion Securities Inc. is an experienced and mature Private Family Wealth Management team that provides comprehensive investment solutions and wealth planning services. Our team commits itself to working with Multi-Generational Family Wealth and Private Business Owners, by supporting them in planning, protecting and preserving their wealth. Our unique approach to wealth planning and disciplined processes differentiates us and allows our trusted team of Wealth Professionals the ability to construct individually tailored solutions to fit each of our families we work with. The Cooper Boyd Advisory Group is an accredited provider of discretionary investment management services. The Private Investment Management program provides our families the freedom to focus on what is important to them, while providing the confidence of knowing that their portfolio is in the care of a trusted Investment Professionals. Through the Private Investment Management program we are able to provide our families with the much needed time and peace of mind they seek.
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Portfolio Manager And Wealth AdvisorRbc Dominion SecuritiesCanada -
Portfolio Manager & Wealth AdvisorRbc Dominion Securities Sep 2005 - PresentNorth Okanagan, British ColumbiaResponsible for the management of $250 Million in client investment assets. * Developed and implemented a comprehensive wealth analysis and management strategy to empower our client with the clarity of their financial future. * Provided advanced investment advisory services and responsible for constructing individual portfolio strategies. * Advised clients on estate, retirement, investment and risk management issues to ensure that all aspect of our client's financial lives are addressed.
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Financial AdvisorValley First, A Division Of First West Credit Union Jul 2003 - Sep 2005Responsible for management of membership investment assets. Created solid relationships with clients and Valley First staff through timeless customer servicing and product education, which resulted in increased referrals, revenues and "buy-in".Regular guest on VFFG's weekly radio program "Dollar & Cents" as a Financial Expert providing financial information to the listeners of Giant 100 FM. -
Senior Manager, Business Development (Western Canada)Merrill Lynch Oct 2001 - Jun 2003Merrill Lynch Hsbc Canada IncorporatedActing as the sole Western Canada representative, reporting directly into; national CFO, the responsibilities of the entire sub branches operations, administration and sales were initiated and supported independently. All branch expectations were exceeded in its inaugural year.Responsible for single handedly expanding the firms profile in Western Canada through "extra mile servicing" and educational/sales presentations delivered to HSBC Bank Canada, HSBC Securities (Canada), clients and prospect candidates daily. Successfully doubled aggressive sales target of $20 million in new assets in the first year through extensive relationship rebuilding efforts, unconditional product support and "asking for the business". -
Registered Options Representative/Team Leader, Client Servicing TeamsMerrill Lynch Oct 2000 - Oct 2001Merrill Lynch Hsbc Canada IncorportatedActed as liaison between MLHSBC Senior Management and Client Servicing teams. Directly responsible for training, coaching and developing the skills of new and existing Client Servicing/Trade Execusion Representatives.Managed all escalated client inquiries regarding trades, account transactions and general account disputes. Licensed Equity/Option Trader responsible placing real-time trade orders through all North American exchanges.
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Investment RepresentativeBmo Financial Group Oct 1996 - Oct 2000Participated in all aspects of back office operations including the Credit, New Accounts, Securities Cage and Customer Service departments. Developed an extensive knowledge of back office operations within a securities firm, including trade execution and order entry procedures.Licensed Equity Trader responsible for placing real-time trade orders through all North American exchanges.
T. Scott Boyd, Cim, Cfp Skills
T. Scott Boyd, Cim, Cfp Education Details
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Financial Planning Standards Council (Fpsc)Certified Financial Planner -
Canadian Securities InstitutePortfolio Management
Frequently Asked Questions about T. Scott Boyd, Cim, Cfp
What company does T. Scott Boyd, Cim, Cfp work for?
T. Scott Boyd, Cim, Cfp works for Rbc Dominion Securities
What is T. Scott Boyd, Cim, Cfp's role at the current company?
T. Scott Boyd, Cim, Cfp's current role is Portfolio Manager and Wealth Advisor.
What is T. Scott Boyd, Cim, Cfp's email address?
T. Scott Boyd, Cim, Cfp's email address is sc****@****rbc.com
What schools did T. Scott Boyd, Cim, Cfp attend?
T. Scott Boyd, Cim, Cfp attended Financial Planning Standards Council (Fpsc), Canadian Securities Institute.
What skills is T. Scott Boyd, Cim, Cfp known for?
T. Scott Boyd, Cim, Cfp has skills like Portfolio Management, Investments, Wealth Management, Financial Services, Financial Planning, Securities, Equities, Private Investment Management.
Who are T. Scott Boyd, Cim, Cfp's colleagues?
T. Scott Boyd, Cim, Cfp's colleagues are Jim Grundy, Olivia B., Chris Delorme, Nahom Woldemariam, Lily Ng, Jamie Lavalley, Queenie Chan.
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