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Allison Marshall Location
Toronto, ON, CA
Allison Marshall Work
2026 -now Head, UHNW @
2013 -now VP, High Net Worth Planning Services and Financial Advisory Support @
2011 -2013 VP, Financial Advisory Support @
2006 -2011 Financial Advisory Consultant @
2000 -2006 Manager @
Allison Marshall Education
University of Toronto - Rotman School of Management
Master of Management and Professional Accounting (Accounting and Management)
1999-2001
Western University
BA (Administrative and Commercial Studies)
1996-1999
Canadian Institute of Chartered Accountants
CA
Allison Marshall Skills
Support
Microsoft Office
Mutual Funds
Securities
Financial Analysis
Advisory
Accounting
Financial Services
Strategic Financial Planning
Services
Financial Planning
Team Building
Marketing
Financial Advisory
Planning
Asset Management
Asset Managment
Net
Investments
Investment Advisory
Wealth Management
Management
Retirement Planning
Investment Strategies
High Net Worth Individuals
Allison Marshall Summary
Allison Marshall, based in Toronto, ON, CA, is currently a Head, UHNW at RBC Wealth Management. Allison Marshall brings experience from previous roles at RBC Wealth Management and Ernst & Young. Allison Marshall holds a 1999 - 2001 Master of Management and Professional Accounting in Accounting and Management @ University of Toronto - Rotman School of Management. With a robust skill set that includes Support, Microsoft Office, Mutual Funds, Securities, Financial Analysis and more. Allison Marshall has 3 emails on RocketReach.
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