Katherine Wentzell
Private Banker @RBC Wealth Management
Signup · Get unlimited contacts
WORK HISTORY
Private Banker @RBC Wealth Management
Calgary, AB, CA
EDUCATION
Ivey Business School at Western University
MBA
Queen's University
Bachelor of Arts (Honours) - BA
ABOUT KATHERINE WENTZELL
As a Private Banker with RBC Wealth Management, I bring over 15 years of industry experience by providing comprehensive wealth planning and sophisticated banking and financing strategies to high-net-worth business owners, executives, professionals and their families. Through a team approach, I work exclusively with a small number of clients to provide tailored banking services and lending solutions to meet their unique and often-complex needs. As a Certified Financial Planner (CFP®), I foster trusted relationships engaging closely with my clients to undertake comprehensive wealth planning to address their current needs and help achieve future goals. I collaborate with an extensive network of professionals and partners to deliver specialized and detailed planning including business owner planning and estate planning. Royal Bank of Canada, Royal Mutual Funds Inc.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.