Rosa Xu
Investment Advisor @RBC Dominion Securities
North York, ON, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2024 — Present
Investment Advisor @RBC Dominion Securities
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CA
ABOUT ROSA XU
Build and grow client portfolio through relationship management. A single point of contact for clients and providing financial advice to help client in achieving their goals, own their homes and build their business. Provide advice in area of saving for retirement, planning for your child education, banking and borrowing need for client, also applying my knowledge in tax strategies for client. Build relationship and partnership with referral resources and create local partnership.
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