Margarita Martinez Elizondo
Associate Advisor @RBC Dominion Securities
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WORK HISTORY
Associate Advisor @RBC Dominion Securities
CA
Contribute to the management of +$170M in assets for 70 wealthy families.* Assist with day to day portfolio review, asset allocation rebalancing and executing and monitoring trades as directed by the Investment Advisor.* Review accounts and other reports such as Maturing Issues for opportunities to contact clients.* Manage the portfolio review process.* Ongoing involvement and scheduling in the review of the business plans, client segmentation and client service plan.* Use internal reports to proactively look for opportunities within portfolios.* Ensure client inquiries and any problems are responded to in a timely manner.* Prepare materials for meetings with prospects and clients.* Evaluate prospect portfolios and build new client proposals.
EDUCATION
Concordia University
Bachelor of Arts (B.A.) and Certificate in Business Studies
Université Jean Moulin (Lyon III)
ERASMUS
SKILLS
ABOUT MARGARITA MARTINEZ ELIZONDO
Associate Advisor at RBC Dominion Securities
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