Dana Dascal
Private Banker at Rbc Wealth Management
Based in Montreal, Canada
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Seniority
Staff
Department
Finance & Accounting
Location
Montreal
Industry
Financial Services
Company size
8.3K
Contact information
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d•••••••@rbcwealthmanagement.com
Phone
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Background
About Dana Dascal
At RBC Private Banking, we focus on gaining an understanding of our clients’ personal, family and business wealth goals, aspirations and priorities through a dedicated, collaborative approach, ensuring we build trusted relationships for the long term. Based on what we learn, we provide clients with customized advice and wealth management solutions that cover estate and succession planning, credit, cash management and sophisticated, convenient day-to-day banking offerings. We also partner with top experts from across RBC to bring our clients an unparalleled range of innovative product solutions and services. This enables us to implement a comprehensive wealth plan that addresses our clients’ needs today and into the future. Royal Bank of Canada, Royal Mutual Funds Inc. À Banque privée, nous nous efforçons de bien comprendre les besoins, les aspirations et les priorités relatives au patrimoine de nos clients, de leur famille et de leur entreprise en adoptant une approche engagée et axée sur la collaboration pour établir des relations de confiance à long terme. Nous offrons aux clients des conseils et des solutions de gestion de patrimoine personnalisés qui couvrent la planification successorale, la planification de la relève, le crédit, la gestion de trésorerie et l’offre de solutions commodes pour répondre aux besoins complexes en matière de services bancaires courants. Nous collaborons également avec les meilleurs spécialistes de RBC pour offrir à nos clients une gamme inégalée de produits et services innovateurs. Cela nous permet de mettre en œuvre un plan patrimonial complet, qui répond aux besoins à court et à long terme de nos clients. Banque Royale du Canada et Fonds d’investissement Royal Inc.
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