josh mckay
vice president marketing and communications at summerland credit union
chris dotson
vice president, marketing and communications
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See full contact details in OrionContact Information
Professional Email
cdo****@phn.com
Personal Email
****@****.com
Work Phone
(***) ***-***
Mobile
(***) ***-***
Local Location
vancouver, british columbia, canada
HQ Location
toronto, ontario, canada
Industry
financial services, human resources
Designation
vice president, marketing and communications
Birthday
-
We know what’s most important to you — attaining your personal goals, helping your family thrive, and leaving a meaningful legacy — so we help you manage your wealth in a way that reflects your unique values and aspirations. Because we believe, as you do, that the greatest returns are realized when you grow more than wealth.
RBC Wealth Management has provided trusted advice and wealth management solutions to individuals, families and institutions for more than a century. As part of Royal Bank of Canada (RBC), Canada’s largest bank and a leading global bank, we serve the needs of high net worth and institutional clients worldwide through private banking, credit, investment management, asset management, estate and trust and other services. By offering the breadth of our global reach, our deep capabilities, and an integrated team of experts, we aim to bring the best possible solutions to our clients.
RBC Wealth Management is a business name used by various affiliates of Royal Bank of Canada and in Canada, includes RBC Dominion Securities Inc.*, RBC Phillips, Hager & North Investment Counsel Inc., RBC Global Asset Management Inc., Royal Trust Corporation of Canada and The Royal Trust Company. *Member – Canadian Investor Protection Fund. Each of these companies, their affiliates and Royal Bank of Canada are separate corporate entities which are affiliated.
In the United States, securities are offered through RBC Wealth Management, a division of RBC Capital Markets, LLC, a wholly owned subsidiary of the Royal Bank of Canada. Member NYSE/FINRA/SIPC.
The information provided on this page is for general purposes only and does not constitute financial or legal advice. Please consult with your own professional advisor to discuss your specific financial needs.
For information about our legal terms of use, please visit www.rbc.com/legal/#social_media
HQ Location
toronto, ontario, canada
Industry
financial services
Employees
8853
Founded
1869
Specialties
investment management
private banking
global asset management
estate and trust services
business insurance
business succession planning
credit and lending
executive banking
eldercare planning
family wealth planning
financial planning
group investments
retirement planning
individual pension plans
family tax strategies
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