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Last Update

2015-12-11T00:00:00.000Z

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Wrong Drew Pallett?

Mr. Drew Pallett M.

Vice President, Investment Advisor and Portfolio Manager

RBC

HQ Phone:

RBC

155 Wellington St. West 17th Floor

Toronto, Ontario M5V 3H1

Canada

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Background Information

Employment History

Vice - President and Portfolio Manager
Royal Bank of Canada

Coach
Pallett Wealth Management Group

Coach

Affiliations

Member
The Law Society of Upper Canada

Member
Canadian Bar Association

Investment Advisor
USC Education Savings Plans Inc

Investment Advisor
Merrill Lynch & Co. Inc

Education



Harvard University

LL.B.

University of Toronto Law School

Web References (28 Total References)


Financial Advisor Pages - North America's Premiere Directory of Financial Advisors, Investment Advisors and Financial Planners

www.fapages.com, $reference.date [cached]

Drew Pallett, Investment Advisor, RBC - Dominion Securities


Financial Advisor Pages - North America's Premiere Directory of Financial Advisors, Investment Advisors and Financial Planners

www.fapages.com, $reference.date [cached]

Drew Pallett, Investment Advisor, RBC - Dominion Securities


Pallett Wealth Management Team

dir.rbcinvestments.com, $reference.date [cached]

Drew M. Pallett, LL.B., CFP - Vice-President | Angela Zinck Pallett, PFP, FMA, FCSI

...
Drew Pallett, LL.B., CFP Vice President, Investment Advisor & Portfolio Manager Drew completed his undergraduate studies in economics at Harvard University and obtained an LL.B. from the University of Toronto Law School in 1979. He practiced law as a managing partner of a mid-sized law firm for 16 years, before becoming an Investment Advisor in 1997. Drew received the Canadian Securities Institute Award of Excellence, is a Certified Financial Planner and holds a Life Insurance Underwriters License (Levels 1 and 2). He is licensed to manage discretionary accounts on behalf of our clients. Drew is a member of the Law Society of Upper Canada and of the Canadian Bar Association. As a result of Drews interactions with successful business clients over many years, he recognizes the need for comprehensive wealth management service. While this need is met, to some extent, by boutique planning firms, these firms focus on ultra high net worth clients and, more importantly, do not have the extensive and independent investment management capabilities of a major brokerage firm. Drew also recognizes that there are few advisors who have the technical knowledge, experience and interest to deliver and facilitate comprehensive wealth management services, as distinct from pure investment services. He envisions a unique service offering that combines a consultative approach, comprehensive planning services, and the investment services of RBC Dominion Securities, Canadas leading investment management firm.


Mississauga

dir.rbcinvestments.com, $reference.date [cached]

Drew Pallett, LL.B., CFP


USC Education Savings Plans Inc.: Who We Are : Officers of the Foundation

www.usc.ca, $reference.date [cached]

Drew M. PallettInvestment Advisor, RBC Dominion Securities Inc.

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