As a Private Banker with RBC Wealth Management, Roberto Monteleone delivers comprehensive banking, wealth management and financing strategies to high-net-worth business owners, executives, professionals and their families in downtown Vancouver.
As a trusted advisor to his clients, Mr. Monteleone and his Private Banking team provide customized solutions that include complex credit structures, tax and retirement planning and sophisticated packages for managing daily banking and cash management needs. As needed, he partners with a range of experts across RBC to deliver investment management, Wills and estate planning, commercial banking, business succession planning and trust structures to meet his clients' domestic and international needs.
Mr. Monteleone brings over a decade of professional experience in both personal and commercial banking. Prior to taking on the role of Private Banker, Mr. Monteleone spent several years as a commercial account manager and provided advice to a number of the largest technology and media and entertainment companies in British Columbia. This included complex credit structures, cash management and cross border services. Before specializing in commercial banking, Mr. Monteleone held roles as a Mortgage Specialist and Personal Financial Advisor.
Originally from Prince Rupert, BC. Mr. Monteleone is an avid sports fan. Outside of the office, he can often be found playing golf, hockey and cycling or hiking with his wife.
Roberto is a student of the Personal Financial Planning (PFP®) designation.