Claudio Resciniti is a highly respected professional in wealth management with nearly 30 years of experience helping affluent families, corporations, and foundations achieve their financial goals. He began his career in 1996 as an Investment Advisor and quickly advanced to become Branch Manager of RBC Dominion Securities’ Montreal Uptown location in 2001. Under his leadership, the branch earned a reputation for excellence, serving some of the most prominent ultra-high-net-worth clients in the region.
Driven by a passion for delivering personalized solutions, Claudio later returned to his roots in client-focused advising. His expertise lies in developing tailored strategies to optimize wealth preservation, growth, and tax efficiency. Claudio and his team are dedicated to addressing the unique financial challenges of families and businesses with a disciplined, results-driven approach that emphasizes long-term success and risk management.
Recognized for his leadership and industry knowledge, Claudio was named Discretionary Branch Manager of the Year in 2008. He holds the prestigious designations of Fellow of the Canadian Securities Institute (FCSI), Senior Portfolio Manager, and Wealth Advisor. Claudio also successfully completed his Chartered Investment Manager (CIM) course.
