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

David Poulin

RBC Wealth Management

Boston, Massachusetts
About
Company name
RBC Wealth Management
Business title
Senior Vice President – Financial Advisor - CIMA® CPWA®
Contact
How to contact
617-872-7516
Professional Profile

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.

Professions

Wealth Manager

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

Professional Certification

CIMA® CPWA®

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
Chapter information

Membership

Greater Boston Individual

Member since

Member for 9 years

Chapter Leadership Role

Governance, Officer, Advisory Board
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David Poulin of RBC Wealth Management is a member of XPX Greater Boston
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