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Carrie-Anne Patterson

Group Consultant @RBC

Barrie, ON, CA
EMAILS
[email protected]
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Feb 2017 — Present

Group Consultant @RBC

As a Group Consultant with RBC I assist employers in developing or enhancing their employee savings plans. RBC provides employees with customized investment solutions tailored to their individual needs and goals. We keep the administration simple for the employer saving them both time and money.Company sponsored employee savings plans enable companies to retain and attract top performers in their marketplace. RBC Group Financial Services administers over 5400 group savings plans in Canada. We manage in excess of $3.5 billion in assets for more than employee across the country.

EDUCATION

N/A

Lakehead University

Bachelor of Commerce (B.Com.)

SKILLS

SecuritiesRetirementBondsStrategic Financial PlanningCapital MarketsMarket RiskFund of FundsAsset AllocationBankingMutual FundsRisk ManagementCanadian Securities CourseCustomer ServiceFixed IncomeManage Client RelationshipsFinancial PlannersInvestmentsWealth ManagementEquitiesPensionsFinancial ModelingInvestment Advisory ServicesEquity ResearchHigh Net Worth IndividualsStructured ProductsWealthSales ManagementInvestment ManagementRelationship ManagementFinanceInvestment StrategiesAlternative InvestmentsRetirement PlanningFinancial ServicesFinancial AnalysisClient Relations SkillsPortfolio ManagementFinancial AdvisoryInvestment AdvisoryFinancial Strategy

ABOUT CARRIE-ANNE PATTERSON

As a Group Consultant with RBC I assist employers in developing or enhancing their employee savings plans. RBC provides employees with customized investment solutions tailored to their individual needs and goals. We keep the administration simple for the employer saving them both time and money.Company sponsored employee savings plans enable companies to retain and attract top performers in their marketplace. RBC Group Financial Services administers over 5400 group savings plans in Canada. We manage in excess of $3.5 billion in assets for more than employee across the country.

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