Cecilia Lei, CIM, PFP, FCSI

Portfolio Manager & Wealth Advisor

Phone Number604-665-5842
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As Portfolio Manager & Wealth Advisor with RBC Dominion Securities, Cecilia is committed to delivering a comprehensive wealth management experience that extends beyond investment management to encompass retirement planning, tax planning strategies, creating a legacy and business succession. She works in coordination with clients' other trusted advisors, such as accountants and lawyers, to provide a seamless, integrated service, as well as help clients to access the vast resources and expertise available at RBC.Cecilia acquired the advanced industry designations of Chartered Investment Manger (CIM®) as well as the Personal Financial Planner (PFP®) designation in 2011. A firm believer in ongoing education she has completed numerous investment and financial planning courses including Canadian Security Course (CSC), Professional Financial Planning Course (PFPC), Wealth Management Essential course (WME), Life insurance License Qualification Program (LLQP) and Financial Business Drivers and Challenges (FSDC). With all the courses she has completed and her industry experiences, Cecilia has been granted the Fellow of Canadian Securities Institute designation (FCSI®), which is the highest honor and most senior credential in Canadian financial services.

Cecilia harnesses her expert knowledge and 16 years of experience, including previous position as Financial Planner of investment and retirement planning to develop comprehensive wealth management solutions for her clients. Cecilia’s breadth of experience, expertise and credentials help ensure sound advice, expert execution and peace of mind for clients who need solutions for broad and complex wealth management needs.

 

兰天慧（Cecilia）， 注册投资组合经理兼财富管理顾问， 财务策划师

兰天慧女士从2008年起加盟RBC皇家银行起开始从事金融管理工作， 专职投资与退休策划多年。 她拥有加拿大投资界最权威的“注册投资经理”证书 (CIM®), 以及加拿大认证专业财务策划师执照 (PFP)，是加拿大证券管理协会（IIROC）授权的投资理财顾问。 在RBC多美年证券公司作为一名投资组合经理兼财富管理顾问， 兰女士与她的团队帮助非常多的高资产家庭，企业，及新投资移民家庭设计全方位的财富管理计划并积极妥善的管理和保护他们的资产。 为了增加自己的专业研究能力， 兰天慧女士一直孜孜不倦的进修专业课程及技能并通过加拿大证券协会取得了许多行业认证的证书包括：加拿大证券管理课程（CSC），专业财富规划（PFPC），证券行业规则实践（CPH），财富管理必修（WME），高级投资管理策略 （AIS），商业金融动机与挑战（FSDC）以及加拿大人寿保险课程（LLQP）。通过完成这些课程加上她多年的金融行业经验，她被授予了加拿大证券协会会员的荣誉(FCSI®),这也是加拿大金融业最资深的专业荣誉称号。

RBC多美年证券公司成立于1901年，现在是全球顶级的财富管理机构之一，赢得了全球42万客户的信赖。 兰天慧女士及她的顾问团队会为您的家庭及公司量身定制最适合的金融投资方案以及提供顶级的财富管理咨询服务，包括税务，信托，财富传承，退休及保险计划等方案。

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