Rebecca Henri
Vice President, Financial Planning Specialist @RBC Wealth Management
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WORK HISTORY
Vice President, Financial Planning Specialist @RBC Wealth Management
Oakville, ON, CA
Providing families with financial planning, retirement, tax, insurance and estate planning, business succession toward meeting their individual goals for their wealth and family.
EDUCATION
Trent University
Honours Bachelor of Arts, History and Cultural Studies
ABOUT REBECCA HENRI
As a recognized, experienced and proven expert in the field of comprehensive financial planning within Canada’s leading wealth management firm, I am committed to serving clients with their overall wealth needs. Over many years I have helped countless high net worth families understand how to deal with complex tax, estate, retirement and business succession planning decisions, and most importantly, how to help clients accomplish their stated objectives with their wealth.
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