Ryan Roodam
Portfolio Manager @RBC
Signup · Get unlimited contacts
WORK HISTORY
Portfolio Manager @RBC
In an efficient market, portfolio managers are responsible for tailoring the portfolio to meet the investor\'s needs, rather than to beat the market, which requires identifying the client\'s return requirements and risk tolerance. level of risk based on the client\'s time horizon, risk preferences, return expectations, and market conditions. Provide client consultation to develop investment objectives · Provide advice and guidance for investment opportunities.
ABOUT RYAN ROODAM
A portfolio manager who has the resources, skills and strategies necessary to help people achieve their goals and objectives. Ryan has earned numerous designations, including (.), Chartered Life Underwriter (CLU), Chartered Financial Consultant (CH.F.C.) and Canadian Investment Manager (CIM). He is an avid reader and has a strong belief in and passion for education.Ryan has worked in the financial industry since 1997, helping his clients plan for and achieve financial health. He has also worked to educate people about financial planning strategies, taught financial planning seminars sponsored by the Calgary Board of Education and presented various other seminars for the benefit of clients and the general public. He also sponsored and presented the Your Financial Coach radio program.Ryan’s desire to help his clients achieve personal success is apparent in his ability to listen to and to understand individual goals and objectives. This is underscored by Ryan’s principled practices; he sets goals and seeks excellence in every aspect of life. Ryan is professional, organized, extremely thorough and keeps well informed of the latest developments in the financial industry. He uses the latest technology to help him provide excellent service to his clients. Ryan is also an active member in his church and community.As a Portfolio Manager We build your Financial Plan through your Goals, my specialties include:Comprehensive Financial Planning, Estate Planning, Investment Portfolio Management,Investment & Retirement Planning,Tax Planning, Business Risk Planning,Personal Risk Management, Farm & Business Succession Planning.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.