Rob Wilson
Associate Wealth and Investment Advisor @RBC Dominion Securities
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WORK HISTORY
Associate Wealth and Investment Advisor @RBC Dominion Securities
Kamloops, BC, CA
EDUCATION
The University of British Columbia
B.Comm., Commerce
ABOUT ROB WILSON
In my 25+ year career, I have accrued expertise in a broad range of investment products and strategies. I now act as a key member of Criterion Capital Group’s Investment Committee, designing our clients’ personalized investment portfolios according to their unique goals and concerns, and monitoring their financial progress as the markets evolve. My role also involves coordinating with our wealth management specialists, and our clients’ own trusted advisors, to ensure their estate, retirement, philanthropy, or business succession is thoroughly planned for and protected. Discover how we set the bar for service excellence by giving us a call at 25••••••75 or by visiting criterioncapitalgroup.com.
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