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Alistair George Toward

RBC Private Counsel (usa) Inc.

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About Alistair George Toward

Alistair George Toward is a financial advisor who has been in the industry for over a decade. Alistair has a strong track record of providing personalized financial advice to a wide range of clients, including high-net-worth individuals, corporations, and other businesses. Alistair is registered with RBC Private Counsel (USA) Inc., and currently holds a Series 7 and Series 63 license. Alistair has a proven ability to develop and implement customized financial strategies that help clients achieve their financial goals. Alistair previously worked at Thomas Weisel Partners LLC and Thomas Weisel Partners (USA) Inc.

Firm Information

Alistair Toward is currently registered with RBC Private Counsel (usa) Inc.. RBC Private Counsel (USA) Inc. is a registered investment adviser with the SEC, based in TORONTO, ON, Canada. The firm manages approximately $6.83 billion in client assets, primarily for high-net-worth individuals, corporations and other businesses, and individuals other than high-net-worth. RBC Private Counsel offers portfolio management services for individuals and selection of other advisers. They also participate in wrap fee programs.
RBC Private Counsel (usa) Inc.

155 WELLINGTON STREET WEST, 17TH FLOOR

TORONTO, ON, M5V 3K7

$6.83B

Assets Under Management

Not reported

Total Clients

185

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alistair Toward’s Registration & Firm History

NA

01/31/2018 - Present

RBC Private Counsel (usa) Inc. (Calgary, Alberta )

NA

03/11/2008 - 03/05/2009

THOMAS WEISEL PARTNERS LLC (CALGARY, ALBERTA )

NA

03/04/2008 - 03/07/2008

THOMAS WEISEL PARTNERS (USA) INC. (CALGARY, ALBERTA )

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Licenses & Designations

BC

Issued 02/29/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/05/2008

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 02/28/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alistair George Toward.
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