Dana Dascal

A little about Dana Dascal

Dana Dascal brings more than 3 years of extensive wealth management experience to RBC Wealth Management, Private Banking. As a Private Banker, Dana Dascal provides comprehensive wealth management and financial planning strategies to high-net-worth business owners, executives, professionals and their families.

Based in Montreal, Dana works with a select number of clients in Quebec area to address their often-complex banking, credit and wealth management needs through customized banking and financial solutions. Her goal is to deliver unparalleled service while building lasting relationships based on a thorough understanding of each client's unique needs and goals.

When necessary, she collaborates with specialists across RBC to provide clients with a complete range of complementing services. Ranging from investment management to estate and legacy planning, and from domestic and international trust services to sophisticated credit, Dana can propose targeted strategies to help clients achieve their short- and long-term goals.

Dana draws on more than 22 years of experience at RBC, consisting of a range of retail banking, financial planning and wealth management roles.

After earning a post-graduate degree in Treasury and Finance from McGill University, Dana has continued to deepen her knowledge and experience with key industry designations such as Financial Planning from Institut de planification financière (IPF). [LM(1.1]To support the community, she volunteers with JA Québec, which has been mobilizing for over 60 years to inspire entrepreneurial youth and the leaders of tomorrow.

Away from the office, Dana enjoys traveling, hiking, gardening and cross-country skiing.