Dana Goveia
Bishop's University
Tell me more about Dana Goveia?
Dana Goveia is a Financial Planner with 27.5 years of experience, currently working at Royal Mutual Funds Inc. and Royal Bank of Canada. She is passionate about applying financial knowledge and expertise to help clients develop personalized financial strategies. Dana takes the time to understand what matters most to her clients and recommend time-tested strategies to achieve their goals. She has worked at RBC in Canada-Ontario-Toronto as a Financial Planner and Financial Planner in the Finance department since 1996.
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About
I am a Financial Planner with Royal Mutual Funds Inc. And employed by Royal Bank of Canada. My passion is applying financial knowledge and expertise to help my clients develop a personal financial strategy. I will take the time to understand what matters most to you, then recommend time-tested strategies for reaching your goals-whatever they may be!
Work Experience
Financial Planner
Financial Planner
Banking
Dana Goveia's Professional Milestones
- Financial Planner (2016-12-01~): Driving financial strategies that optimize profitability and enhance profitability for clients.
- Financial Planner (1996-05-01~): Successfully executed complex financial plans that exceeded client expectations, maximizing profitability and maximizing returns.
Education
Mathematics
1992-1996Certification
Colleagues
Deepali Raina
Business Analyst | Product Owner | Financial Services Transformation & Digital Delivery
Nickola Walker
client advisor | small business owner
Amita Patel
franchise owner at sankalp restaurant
Drew Greenwood
senior cloud product owner
Arthur Chung
product owner private cloud at rbc
Other Named Dana Goveia
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Dana Goveia's social media include: Linkedin,
Dana Goveia works for RBC
Dana Goveia's role in RBC is Financial Planner
Dana Goveia works in the industry of Banking
Dana Goveia's colleagues are Deepali Raina,Nickola Walker,Amita Patel
Dana Goveia's latest job experience is Financial Planner at RBC
Dana Goveia's latest education in Bishop's University