Susan Mandeville
Investment Advisor @RBC Dominion Securities
Cambridge, ON, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Sep 2015 — Present
Investment Advisor @RBC Dominion Securities
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Cambridge, ON, CA
EDUCATION
1996 — 1998
CANADIAN INSTITUTE OF FINANCIAL PLANNERS
CFP
2016 — 2016
Canadian Securities Institute
Insurance
SKILLS
HR ConsultingTfsaAsset AllocationMutual FundsPersonal Financial PlanningHolistic Financial PlanningRetirement PlanningExecutive PositionsPositive PsychologyCareer TransitionsWealth Management ServicesCertified Financial PlannerPsychological Assessment360 FeedbackExecutive AssessmentFacilitationExecutive CoachingFinancial PlanningSegregated FundsChange ManagementWealthLeadership DevelopmentCulture ChangeWorkshop DeliverySeminar SpeakerWorkshopsTeam LeadershipCareer ManagementWorkshop FacilitationPsychometricsWealth Preservation PlanningWealth ManagementFinancial ServicesHigh Net Worth IndividualsFinancial AdvisoryInvestment AdvisoryRetirementExecutive DevelopmentPortfolio ManagementRetirement Savings
ABOUT SUSAN MANDEVILLE
CFP. 30 plus years in the financial services industry. TV interview on Financial Planning and Magazine article requests and submissions.Employer requested internal training videos, articles and produced.
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