Sam Rook CIMSenior Portfolio Manager at Rook Wealth Management GroupSpeaker
Profile
I am a Toronto-based Senior Portfolio Manager with RBC Dominion Securities. I help people plan, protect and invest for all their financial goals.
I have worked in wealth management for over 20 years and help business owners, foundations and high net worth families across Canada. With a strong focus on financial planning as the foundation for every part of a client’s financial life, I am committed to helping you meet your goals now and in the future.
Agenda Sessions
Financial Planning Strategies for Retention and Growth…
, 10:00amView Session