Donna has been with RBC Dominion Securities for 8 years, and has worked in the financial services industry for more than 25 years. She holds a Bachelor of Arts from Wilfrid Laurier University and has completed her Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) from the Canadian Securities Institute (CSI).
Some of the requests Donna can assist you with include:
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Account or statement inquries
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Requests for cheques or wire transfers
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RRSP/RESP/TFSA contributions or withdrawals
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Change of address or other contact information
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Setting up online access/Estatements for your accounts
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Requesting reports such as Capital Gains/Loss Reports
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Assistance with stock research, transfers, purchases, sales and quotes
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Scheduling appointments for clients
