CB
Charles Burgess
Investment Advisor at Rbc Dominion Securities
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Work Experience
Investment Advisor
Mar 2023 - Present · 1 years and 9 months
Director Of Customer Success
Jan 2022 - Jun 2022 · 5 months
Regional Director Of Client Sales | Canada
Jan 2021 - Jan 2022 · 1 years
Company Details
5001-10000 Employees
At RBC Dominion Securities, our vision is simple: to always earn the right to be our clients’ first choice for wealth management services. We know that to achieve this vision, we must invest in our business and ensure our advisors have access to best-in-class tools and resources. For more than a century, we have helped individuals, families, businesses, charitable foundations, and other organizations build on and preserve their wealth through sound financial planning, trusted investment advice and unparalleled wealth management solutions. We are committed to providing advisors with the tools and support needed to scale their business. It’s why today, RBC Dominion Securities is one of Canada’s leading full-service investment and wealth management firms. RBC Dominion valeurs mobilières a une vision simple : toujours mériter le privilège d’être le premier choix de ses clients pour la gestion de leur patrimoine. Pour ce faire, nous savons qu’il faut investir dans nos activités et veiller à ce que nos conseillers aient accès à des outils et à des ressources de pointe. Depuis plus de cent ans, nous aidons les particuliers, les familles, les entreprises, les fondations de bienfaisance et d’autres organisations à constituer un patrimoine et à le préserver grâce à une planification financière judicieuse, à des conseils de placement fiables et à des solutions de gestion de patrimoine sans pareilles. Nous nous faisons un devoir de fournir aux conseillers les outils et le soutien dont ils ont besoin pour augmenter leur volume d’affaires. C’est pourquoi RBC Dominion valeurs mobilières fait aujourd’hui partie des plus grandes sociétés de gestion de patrimoine et de placements à service complet du Canada. https://www.rbcds.com/en/about-us/ For information about our legal terms of use, please visit www.rbc.com/legal/#social_media.
Year Founded
1901
Social Media
Linkedin
Industry
Investment Management
HQ Location
155 Wellington Street West Toronto, ON M5V 3K7, CA
Keywords
Investing and Portfolio ManagementEstate PlanningRetirement PlanningBusiness Financial PlanningNot-For-Profit OrganizationsHigh-Net-Worth Portfolios
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Contact Details
  • Email AddressC**@rbcds.com
    Reveal Email
  • Phone Number(xxx)xxx-xxxx
    Reveal Phone

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