Mayank Wadhwa
Investment Advisor @RBC Dominion Securities
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WORK HISTORY
Investment Advisor @RBC Dominion Securities
Burlington, ON, CA
EDUCATION
Western University
Bachelor of Science
ABOUT MAYANK WADHWA
As an Investment Advisor at RBC Dominion Securities, I help business owners, incorporated professionals, and families achieve their financial goals by providing tailored wealth and investment planning solutions. With a BSc in Epidemiology and Biostatistics from Western University, I have a strong analytical background and a keen interest in data-driven decision making. I leverage my skills in asset allocation strategies, risk management, and portfolio optimization to create customized and diversified portfolios that align with clients\' risk profiles, time horizons, and objectives. I also partner with internal and external tax & legal advisors to offer comprehensive wealth management services, including business owner planning, tax planning, estate planning and insurance planning. I enjoy building long-term relationships with clients and delivering exceptional service and advice.If you have any questions, or want to learn more about how we can help, send me a message or email me at M••••••••@rbc.com.https://ca.rbcwealthmanagement.com/web/mayank.wadhwa/
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