RBC Wealth Management
LaShawyne Mclin, M.A., is a seasoned financial services professional with extensive experience in client transitions and onboarding. Currently serving as a Financial Advisor Transitions Consultant at RBC Wealth Management since September 2022, LaShawyne collaborates with management teams to enhance the onboarding experience for new financial advisors and clients, utilizing Salesforce to streamline processes. Previous roles include Transitions Specialist/Onboarding Consultant at Atria Wealth Solutions, where LaShawyne facilitated seamless transitions for advisors, and Senior Client Services Manager at First Allied Securities, Inc., where complex issues were resolved in brokerage operations. LaShawyne began a career in recruitment at Bridgepoint Education and has held positions in client services and account management at reputable firms. Educational qualifications include a Bachelor’s degree in Organizational Management and a Master’s degree in Organizational Management/Human Resources from The University of Arizona Global Campus.
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RBC Wealth Management
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We know what’s most important to you — attaining your personal goals, helping your family thrive, and leaving a meaningful legacy — so we help you manage your wealth in a way that reflects your unique values and aspirations. Because we believe, as you do, that the greatest returns are realized when you grow more than wealth. RBC Wealth Management has provided trusted advice and wealth management solutions to individuals, families and institutions for more than a century. As part of Royal Bank of Canada (RBC), Canada’s largest bank and a leading global bank, we serve the needs of high net worth and institutional clients worldwide through private banking, credit, investment management, asset management, estate and trust and other services. By offering the breadth of our global reach, our deep capabilities, and an integrated team of experts, we aim to bring the best possible solutions to our clients. RBC Wealth Management is a business name used by various affiliates of Royal Bank of Canada and in Canada, includes RBC Dominion Securities Inc.*, RBC Phillips, Hager & North Investment Counsel Inc., RBC Global Asset Management Inc., Royal Trust Corporation of Canada and The Royal Trust Company. *Member – Canadian Investor Protection Fund. Each of these companies, their affiliates and Royal Bank of Canada are separate corporate entities which are affiliated. In the United States, securities are offered through RBC Wealth Management, a division of RBC Capital Markets, LLC, a wholly owned subsidiary of the Royal Bank of Canada. Member NYSE/FINRA/SIPC. The information provided on this page is for general purposes only and does not constitute financial or legal advice. Please consult with your own professional advisor to discuss your specific financial needs. For information about our legal terms of use, please visit www.rbc.com/legal/#social_media