PR
Phylicia Rye
Senior Trust Advisor, Tep, Cfp, Pfp at Rbc Wealth Management, Royal Trust
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Work Experience
Senior Trust Advisor, Tep, Cfp, Pfp
Mar 2017 - Present · 7 years and 10 months
Financial Planner, Cfp, Pfp
Aug 1995 - Jun 2011 · 15 years and 10 months
Senior Trust Advisor, Tep, Cfp, Pfp
Present
Company Details
RBC Royal Trust has been serving Canadians since 1899. We provide individuals, families and businesses with valuable estate, trust and incapacity solutions tailored to their specific needs. Our clients are often dealing with unique and complex issues, and want a personal relationship with a skilled advisor who can deliver tailored, thoughtful solutions. Our team is comprised of specialized and experienced professionals including legal counsel, accountants and other specialists with years of estate and trust experience. We are extremely proud to be the first Canadian firm awarded ‘Platinum’ status, the industry’s highest level of technical accreditation, by the STEP Employer Partnership Programme. This demonstrates our commitment to providing a premiere level of service and expertise to clients. We are an exceptionally strong professional trust services firm, supported by the strength, stability and resources of RBC®, one of Canada’s largest banks. We offer our clients: • Guidance through life events and times of transition with expertise, empathy and efficiency • Compassion and understanding of the family’s experience • Peace of mind knowing that there is stability and continuity to the long-term relationship with beneficiaries • Assistance in the preservation, management and transfer of wealth between generations by providing solutions to implement clients’ estate and trust plans • Financial security to Canadians who require assistance in the management of their affairs as they grow older RBC Royal Trust is part of RBC Wealth Management, a business segment of RBC (RY on TSX and NYSE). The brand name RBC Royal Trust is used by the Royal Trust Corporation of Canada and The Royal Trust Company. For information about our legal terms of use, please visit www.rbc.com/legal/#social_media.
Year Founded
1899
Social Media
Linkedin
Industry
Financial Services
HQ Location
155 Wellington Street West Toronto, Ontario M5V 3K7, CA
Keywords
Estate SolutionsTrust SolutionsIncapacity SolutionsRegistered plans trustee servicesRetirement compensation arrangementsEscrow servicesand Indigenous services
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