Marc Lipson

Background

About Marc Lipson

Marc Lipson is a Senior Vice President, Ast. Branch Director and Financial Advisor at Royal Bank of Canada Wealth Management. Marc is dedicated to helping his clients achieve their goals. By leveraging his experience, Marc helps clients manage the challenges that come with wealth, aligning the full spectrum of Royal Bank of Canada's resources with the personal attention of an exclusive boutique. Whether a client's objectives include turning investment risk into opportunity, growing a business, or planning a family legacy, he brings a sophisticated approach to wealth management personal to each investor's vision. Prior to joining Royal Bank of Canada in 2022, Marc spent over 16 years as a Wealth Management Advisor at Merrill. Before that, Marc was a practicing attorney in California, specializing in Labor and Employment law. He graduated Summa Cum Laude and Phi Beta Kappa from Tufts University where he received his B.A. in Political Science. Marc received his Juris Doctorate from the University of Southern California Law Center in Los Angeles. Marc does not provide legal advice in his role at Royal Bank of Canada. Marc Lipson practices wealth advising as a CPWA® professional. Marc earned the Certified Plan Fiduciary Advisor (CPFA) credential maintained by the National Association of Plan Advisors (NAPA) and part of the American Retirement Association. Additionally, Marc holds the Chartered Retirement Plans Specialist℠ and Chartered Retirement Planning Counselor℠ designations.