Trevor McLachlan, CFP® PFP® FCSI®

Experience

• 

  Self

  Sept 1997 - Mar 2011

  Owner Operator

  Property Management

• 

  RBC Royal Bank Of Canada

  Mar 2011 - Aug 2021

  I am an integrator. My role is to bring the power of all the various roles within RBC together as we support our community and our clients. To strengthen existing and build new relationships. To be a community partner. To quickly resolve problems and ensure not just acceptable but exceptional client experience. To find new talent and mentor current talent on their career path.

  • Parkland Community Market Manager, RBC (Yorkton, Melville, Moosomin, Esterhazy, Langenburg)

    Apr 2018 - Aug 2021

  • Lumsden Community Market Manager (Lumsden, Southey, Strasbourg and Craik)

    Feb 2016 - Apr 2018

  • Branch Manager

    Oct 2013 - Jan 2016

  • Senior Account Manager, Business and Personal

    Jan 2012 - Oct 2013

  • Personal Account Manager

    Mar 2011 - Dec 2011
• 

  Royal Bank of Canada, Royal Mutual Funds Inc.

  Aug 2021 - now

  Regional Manager, Investment and Retirement Planning

  I lead a team of Credentialed Financial Planners who are passionate about turning their client's dreams into realities.