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David Poulin of RBC Wealth Management is a member of XPX Greater Boston

David Poulin

Senior Vice President – Financial Advisor - CIMA® CPWA®

RBC Wealth Management

Boston, Massachusetts

Professional Profile

Call Me When

Call Me When... You are a business owner in need of personal financial clarity, some unique lending strategies, looking for sophisticated business and personal retirement planning.

Contact Method

617-872-7516

Profession

  • Wealth Manager

    • Professional Certifications

    CIMA® CPWA®

    Functional Expertise

  • Cash management
  • Charitable giving
  • Compensation
  • Corporate finance
  • Employee benefits
  • Employee engagement/ retention
  • Equity
  • Estate planning
  • Human Resources
  • Investments
  • Lending
  • Philanthropy
  • Retirement
  • Risk management
  • Trusts
  • Exit/Transition Planning

    • Business Focus

    Privately Held Business Owners

    Transition Planning Certification

    Client Industries

  • Agriculture/Mining
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Energy/Utilities
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution

    • Client Results

    Membership

    Greater Boston Individual

    Member Since

    Member for 7 years

    Sponsorship Type

    Summit Sponsor

    Chapter Leadership Role

    President, Summit Chair & Meet up Chair

    Why I'm a Member of XPX

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