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15yrs

John Wolfe

Full name on record: John Brian Wolfe

Financial advisor at RBC Private Counsel (usa)

John Wolfe is a financial advisor with 15 years of industry experience. John joined RBC Private Counsel (usa) in 2012, a firm offering investment management and selecting outside investment managers. RBC Private Counsel (usa) reports being paid through a percentage of assets.

Waterloo Ontario, null N2J 5Top 14% by experience at RBC Private Counsel (usa)Fee-only firm
Call RBC Private Counsel (usa)Directions

At a glance

Experience15 years (since 2012)
How that compares ?Top 14% by experience at RBC Private Counsel (usa)
Office95 King Street, Suite 202, Waterloo Ontario, null N2J 5
How the firm is paid ?Percent of assets
Typical client at the firm ?$1.15 million
Advisors at the firm306
States licensed ?1 state

Services through RBC Private Counsel (usa)

Investment management for individuals and small businessesChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

None listed.

Career

  1. 2012 – now

Contact John

(416) 955-7782Firm headquarters in Toronto On, null. Ask for John. 95 King Street, Suite 202
Waterloo Ontario, null N2J 5Office · Get directions

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Questions to ask John

Tailored to John’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About John

How do I contact John?

Call RBC Private Counsel (usa) at (416) 955-7782 and ask for John Wolfe. John works from the Waterloo Ontario, null office.

How long has John been a financial advisor?

John has been in the industry since 2012, about 15 years. Top 14% by experience at RBC Private Counsel (usa).

What licenses does John hold?

No exams are listed on the official record.

Is John a fiduciary?

John is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.

How is John paid?

RBC Private Counsel (usa) reports being paid by a percentage of the assets they manage. Ask John for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.