Adam Burns

Portfolio Management Assistant at Rbc Phn Investment Counsel

Adam Burns's Professional Contact Details

Email (Verified)
****
HQ
(416) 956-9618
Location
Toronto, Ontario, Canada
Company
Rbc Phn Investment Counsel
Person Seniority
entry

Adam Burns's Current Company Details

At RBC PH&N Investment Counsel, clients experience the sophistication and personalized service of an investment boutique, supported by the strength, stability and global reach of RBC® – Cana...
At RBC PH&N Investment Counsel, clients experience the sophistication and personalized service of an investment boutique, supported by the strength, stability and global reach of RBC® – Canada's largest financial institution. RBC PH&N Investment Counsel provides discretionary wealth management services to high-net-worth individuals and families who typically have investable assets of $5 million or more, business owners and executives, as well as not-for-profit organizations. Located in offices nationwide, our team of over 80 highly-qualified investment professionals enjoys a reputation for integrity, investment insight, personalized client service and a tailored approach to wealth management focused on our clients' unique needs and circumstances. We draw upon the expertise of RBC Wealth Management Services' team to provide clients with an unparalleled, innovative range of solutions and services to effectively manage their wealth, including sophisticated investment management, private banking, international trusts and estate planning, business succession planning and more. For more information, please visit www.rbcwealthmanagement.com. Career Opportunities As a growing firm, RBC PH&N Investment Counsel is actively looking for new and experienced Investment Counsellors/Investment Counselling & Portfolio Management firms to join our growing business. If you are an investment professional who possesses strong relationship-building skills, a proven commitment to teamwork and an exceptional level of expertise, such as the Chartered Financial Analyst designation, please visit www.rbcphnic.com/career-opportunities.html. RBC PH&N Investment Counsel is part of RBC Wealth Management, a business segment of RBC (RY on TSX and NYSE). The brand name RBC Wealth Management – PH&N Investment Counsel is used by RBC Phillips, Hager & North Investment Counsel Inc. For information about our legal terms of use, please visit www.rbc.com/legal/#social_media.
Founded Year
1964
Organization Website
rbcphnic.com
Current Technologies
bootstrap framework
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akamai
verisign

Job Functions

Operations
Legal
Business Development
Administrative
Media And Commmunication
discretionary wealth management
investment counselling
highnetworth portfolio management
estate planning
retirement planning
business financial planning
notforprofit organizations
investment management
law practice
legal services
finance

Adam Burns's Work History and Education

RBC PH&N Investment Counsel
Portfolio Management Assistant
2016 - Present

Colleagues at Rbc Phn Investment Counsel

Wealth Planning Coordinator
Investment Counsellor, CFA, CFP
Private Client Associate

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