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Manish Trehan, PFP® , RPA

Manish Trehan, PFP® , RPA

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location of Manish Trehan, PFP® , RPAHamilton, Ontario, Canada

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  • Timeline

  • About me

    Regional Manager - RBC Financial Planning

  • Education

    • University of Windsor

      2004 - 2008
      Bachelor of Commerce (BCom) Finance and Human Resource Management

      Activities and Societies: University of Windsor - Resident Assistant Finance and HR

  • Experience

    • TD Bank Group

      Sept 2008 - Feb 2015

      • Small Business Advisor

        Jun 2013 - Feb 2015

      • Financial Advisor

        Apr 2012 - Jun 2013

      • Financial Services Representative

        Mar 2010 - Mar 2012

      • Customer Service Representative

        Sept 2008 - Feb 2010

    • RBC

      Mar 2015 - now

      • Manager Investment and Retirement Planning

        Apr 2024 - now

      • Regional Manager - RBC Group Advantage, Southwestern Ontario

        Jan 2022 - Apr 2024

      • Senior Manager, Initiatives and Implementation

        Jun 2020 - Jan 2022

      • Community Manager - Downtown Hamilton Community

        Jun 2018 - Jun 2020

      • Branch Manager

        Mar 2015 - May 2018

  • Licenses & Certifications

    • Canadian Securities Course

      Canadian Securities Institute (CSI)

    • Personal Financial Planner

      Canadian Securities Institute
      Jan 2022

    • Branch Compliance Officer's Course

      Canadian Securities Institute (CSI)

    • Retirement Plans Associate (RPA)

      International Foundation of Employee Benefit Plans (IFEBP)
      Jun 2023

  • Volunteer Experience

    • Vounteer

      Issued by JDRF Canada
      JDRF CanadaAssociated with Manish Trehan, PFP® , RPA

    • Volunteer Teacher

      Issued by Junior Achievement of Canada
      Junior Achievement of CanadaAssociated with Manish Trehan, PFP® , RPA

    • Board Member

      Issued by Good Shepherd Hamilton on Nov 2022
      Good Shepherd HamiltonAssociated with Manish Trehan, PFP® , RPA

    • Mentor

      Issued by WILL Employment Solutions on Mar 2022
      WILL Employment SolutionsAssociated with Manish Trehan, PFP® , RPA

    • Member

      Issued by West End Home Builders' Association on Aug 2018
      West End Home Builders' AssociationAssociated with Manish Trehan, PFP® , RPA

    • Board Member

      Issued by Volunteer Hamilton on Jun 2016
      Volunteer HamiltonAssociated with Manish Trehan, PFP® , RPA