Robert J. Dorell
Profile
Robert J.
Dorrell is Senior Vice President of Distribution Services for Assante Corp.
and Assante Wealth Management.
He joined Assante Wealth Management in 2000 as Regional Vice President and was promoted to Vice President of National Operations Group in 2002.
He was appointed as Senior Vice President of Distribution Services for Assante Wealth Management in 2004.
Prior to joining Assante Wealth Management, Mr. Dorrell was Vice President and General Manager of Global Allocation Financial Group, Inc. Previously, he held various senior management positions at the Canada Trust Co. (now known as TD Canada Trust Co.).
He is a Fellow of the Canadian Securities Institute.
He studied Business Administration Education at Sir Sandford Fleming College.
Mr. Dorrell is a Certified Financial Planner and a Certified Investment Manager.
Former positions of Robert J. Dorell
| Companies | Position | End |
|---|---|---|
Moody's Analytics Global Education (Canada), Inc.
 Moody's Analytics Global Education (Canada), Inc. Miscellaneous Commercial ServicesCommercial Services Moody's Analytics Global Education (Canada), Inc. provides financial education and testing services. It offers courses in retail banking, financial planning, CE courses, seminars, study tools, and corporate solutions. The company was founded in 1970 and is headquartered in Toronto, Canada. | Corporate Officer/Principal | - |
Global Allocation Financial Group, Inc.
 Global Allocation Financial Group, Inc. Investment Trusts/Mutual FundsMiscellaneous Global Allocation Financial Group, Inc. is based in Peterborough, Canada. Global Allocation Financial Group, Inc. was acquired by Industrial Alliance Insurance & Financial Services, Inc. on March 04, 2003. Part of iA Financial Corp., Inc., Global Allocation Financial Group is a Canadian company that wholesales mutual funds. | Corporate Officer/Principal | - |
TD Canada Trust Co.
 TD Canada Trust Co. Investment Banks/BrokersFinance TD Canada Trust provides personal and commercial banking services. It engages in convenient and secured way to business banking, investment and credit needs. The company is headquartered in Toronto, Canada. | Corporate Officer/Principal | - |
Assante Corp.
 Assante Corp. Investment ManagersFinance Assante Corp. provides integrated wealth management solutions. Its services include investment advice, portfolio management, tax planning, insurance, and estate planning services. The company was founded in 1995 and is headquartered in Toronto, Canada. | Corporate Officer/Principal | - |
Experiences
Positions held
Linked companies
| Private companies | 4 |
|---|---|
Assante Corp.
Assante Corp. Investment ManagersFinance Assante Corp. provides integrated wealth management solutions. Its services include investment advice, portfolio management, tax planning, insurance, and estate planning services. The company was founded in 1995 and is headquartered in Toronto, Canada. | Finance |
Global Allocation Financial Group, Inc.
Global Allocation Financial Group, Inc. Investment Trusts/Mutual FundsMiscellaneous Global Allocation Financial Group, Inc. is based in Peterborough, Canada. Global Allocation Financial Group, Inc. was acquired by Industrial Alliance Insurance & Financial Services, Inc. on March 04, 2003. Part of iA Financial Corp., Inc., Global Allocation Financial Group is a Canadian company that wholesales mutual funds. | Miscellaneous |
TD Canada Trust Co.
TD Canada Trust Co. Investment Banks/BrokersFinance TD Canada Trust provides personal and commercial banking services. It engages in convenient and secured way to business banking, investment and credit needs. The company is headquartered in Toronto, Canada. | Finance |
Moody's Analytics Global Education (Canada), Inc.
Moody's Analytics Global Education (Canada), Inc. Miscellaneous Commercial ServicesCommercial Services Moody's Analytics Global Education (Canada), Inc. provides financial education and testing services. It offers courses in retail banking, financial planning, CE courses, seminars, study tools, and corporate solutions. The company was founded in 1970 and is headquartered in Toronto, Canada. | Commercial Services |
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