Denny Smith

Estate Planning Specialist @Rbc Wealth Management Financial Services Inc

Edmonton, AB, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Mar 2015 — Present

Estate Planning Specialist @Rbc Wealth Management Financial Services Inc

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Edmonton, AB, CA

I am a licensed insurance agent with specialized experience in wealth building and estate planning areas for families and business owners. I grow my business through fostering high trust relationships and matching our clients\' goals with ideal product solutions.

EDUCATION

2000 — 2005

University of Alberta

BCom

2003 — 2005

Alberta School of Business, University of Alberta

Bachelor of Commerce (B.Com.)

SKILLS

Strategic PlanningSalesInsuranceRetirementRisk ManagementDisability InsuranceCritical IllnessHealth InsuranceLife InsuranceRetirement PlanningFinancial ServicesLong-Term CareWealthStrategic Financial PlanningFinancial PlannersEstate PlanningWealth ManagementTerm Life InsuranceFinancial AdvisoryFinancial PlanningFixed Annuities

ABOUT DENNY SMITH

Experienced Planning Specialist with a demonstrated history of working in the financial services industry. Strong operations professional skilled in Sales, Retirement Planning, Estate Planning, Health Insurance, and Risk Management.

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Denny Smith — Estate Planning Specialist at Rbc Wealth Management Financial Services Inc in Edmonton, AB, CA | Unifers