Rupmeet Singh
Portfolio Manager and Wealth Advisor @RBC
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WORK HISTORY
Portfolio Manager and Wealth Advisor @RBC
Vancouver, BC, CA
As your personal financial advisor and business consultant, my key focus is to help you plan for the future and ensure that you, your family, and your business are secure.My approach is simple- Spend time with you to know you better and understand your personal and business goals.Work with you closely to build a custom wealth management plan- Take a disciplined approach to execute on the plan, monitor the progress, and proactively make adjustments along the way in order to deliver excellent results- Be available for you when you need me.
EDUCATION
University of Rajasthan
Bachelor of Engineering, Electrical Engineering
Management Development Institute of Singapore
Graduate Diploma, Business and Finance
The University of British Columbia
MBA, Finance, Technology Management and Strategy
SKILLS
ABOUT RUPMEET SINGH
Rup is a Portfolio Manager and Chartered Investment Manager (CIM®), who concentrates on providing tax efficient and wealth preservation advice coupled with comprehensive solutions that the financial service industry has to offer. Rup supports both private and institutional clients to grow and protect their wealth and achieve their long-term goals. Rup’s diverse client base includes the following- Entrepreneurs and Business Leaders- Healthcare, Technology, Legal and Accounting sector Professionals- Senior Level Business Executives- High Net Worth FamiliesClients trust Rup with all aspects of their financial affairs, including- Complex Tax & Financial Planning- Wealth Preservation Planning- Investment Portfolio Management- Estate Organization Strategies- Commercial Banking Expertise- Business Consulting- Business Succession GuidanceYour Personal AdvisorClients see Rup as a personal financial advisor. With his finance and business background, he also acts as CFO and Business Consultant to his client\'s needs. He is just a phone call away. Rup’s goal is to get to know his clients as individuals. He takes the time to understand the entire picture including their current financial situation and their strategic business and personal goals. Rup then works with his dynamic team to build custom, tailored solutions for each client.One Team, One Dream – Resulting in a Seamless Client ExperienceWorking with a team of financial planners, will & estate consultants, estate planning specialists, commercial bankers and private bankers, Rup provides a seamless client experience.
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