Tim Greengoe works for RBC Wealth Management Financial Services Inc. as an Estate Planning Specialist. In this role he supports a number of advisors and advisor channels under the RBC Wealth Management banner on Vancouver Island (RBC Dominion Securities, RBC PHN, RBC Estate & Trust Services, and RBC Private Banking).
His primary focus is to help us provide sophisticated wealth transfer, and living benefits insurance advice to our client base. Although most of the advisors on The Hillyard Stephen Group also maintain an insurance license individually, Tim's dedicated role and in depth knowledge of the insurance business serve to compliment and add significant value to our internal risk management capability.
Tim began his career in the financial services industry in 1992. He has built a reputation as a capable advisor, mentor, trainer and knowledgeable estate planning and insurance professional. In addition to a Bachelor’s degree in Political Science and an Masters Degree in Business Administration, Tim is also a Certified Financial Planner, a Chartered Life Underwriter and a Certified Health Insurance Specialist.
Tim has called Vancouver Island home since 1980. He enjoys the west coast lifestyle with his wife, two sons, extended family and friends. Tim coaches youth soccer, is an avid cyclist and loves to walk his dog Magnus.
To arrange an estate planning consultation with Tim and our team, please call Jessica Russell at 250-356-3977 or email her at email@example.com .