Davóg McGlinchey FCG, TEP

Visionary
DISC Type : Ds

Director, Client Segment Strategy at RBC Wealth Management, Royal Trust

Toronto, Ontario, Canada

Overview

Davóg McGlinchey is a wealth management leader at RBC with over 24 years of experience, specializing in trust, estate, and succession planning. He spearheads the Longevity and Healthy Aging strategy, focusing on the critical link between health and wealth for Canadians. He holds an MSc in Management & Corporate Governance from Ulster University.

He champions mental health awareness and community engagement. His work involves collaborating with experts to help people live longer, healthier lives with financial security and independence. He frequently shares insights on topics like brain health, social connectivity, and avoiding financial scams targeting vulnerable individuals, showing a passion for holistic well-being.

He is at the forefront of combining financial planning with strategies for healthy aging, a unique and increasingly vital specialization.

Personality Overview

Direct & Assertive

Risk Tolerant

Fast But Thoughtful

They exhibit a rare combination of being result-oriented but patient at the same time.  They might take some time to make their mind up but once they do, they don't change it easily. They are very professional in their approach and can weigh multiple perspectives together.

Topics They Care About

Longevity & Aging
Leads RBC's strategy on Longevity and Healthy Aging, educating clients on the intersection of healthspan and wealthspan. He contributes to research on aging-at-home solutions.
Brain Health
Actively promotes brain health awareness, recently highlighting RBC's sponsorship of Canada's inaugural Women's Brain Health Summit and sharing insights on preventing cognitive decline.
Estate Planning
A Trust and Estate Practitioner with deep expertise in succession planning, he frequently posts about complex topics like avoiding estate litigation through clear communication.

Media Appearances

Davóg has no verified media appearances

Work History

4-2022
Director, Client Segment Strategy at RBC Wealth Management, Royal Trust
2-2021 - 9-2022
Senior Manager, National Initiatives at RBC Wealth Management, Royal Trust
11-2018 - 2-2021
Manager, Client Insights, Enterprise Strategic Client Group at RBC Wealth Management
7-2016 - 10-2018
Associate Director, Head of Structure Administration at RBC Wealth Management
7-2014 - 7-2016
Fiduciary Relationship Business Manager/ Private Client Manager at RBC Wealth Management

Education

2010 - 2012
STEP from STEP Canada | The Society of Trust and Estate Practitioners (Canada)
2006 - 2007
Msc Management & Corporate Governance with ICSA from Ulster University

More Information

Social Presence :

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Exp : N/A Location : Toronto, Ontario, Canada Job Level : N/A Designation : Director, Client Segment Strategy at RBC Wealth Management, Royal Trust
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Insights For Selling To Davóg

During A Call Or A Meeting

DO's

  • Ask them at the end if they see a strong value prop in your product; expect an honest answer
  • Let them know of potential risks but suggest mitigation methods alongside
  • Suggest clear next steps with confidence, don't be vague or hesitant

DONT's

  • Don't go over them unless you are left with no other option
  • Don't take their patience for granted, avoid long-winding sermons
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Davóg is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Davóg

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Davóg move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Davóg take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Davóg

Personality Compatibility


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