Lisa Thompson
Senior Portfolio Manager and Wealth Advisor @RBC Wealth Management
Belleville, ON, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Aug 1996 — Present
Senior Portfolio Manager and Wealth Advisor @RBC Wealth Management
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ON, CA
SKILLS
Wealth ManagementStrategic Financial PlanningEstate PlanningPortfolio ManagementTrustsDiscretionary Portfolio ManagementInvestment StrategiesAsset AllocationEquitiesCreditMortgage LendingCommercial BankingMutual FundsInvestment AdvisoryLoansBankingProject Portfolio ManagementHigh Net Worth IndividualsInvestment ManagementSecuritiesRetirement PlanningFixed IncomeBondsWealth Management ServicesInvestmentsFinancial AdvisoryWealthPersonal Financial PlanningPrivate BankingEtfsAsset ManagementAlternative InvestmentsFinancial PlanningFinancial AnalysisFinancial ServicesRelationship ManagementFinance
ABOUT LISA THOMPSON
Senior Portfolio Manager and Wealth Advisor at RBC Dominion Securities
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