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RBC Wealth Management

Stock plan services

David Poulin, CIMA®, CPWA®

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              • RBC Wealth Management
                • rbcwealthmanagement.com
              • Sign in Important information
              • Home
              • About us
                • Our profiles
                • Our wealth management approach
                • Client experience
                • The RBC Wealth Management difference
              • Tools for wealth management
                • RBC Private Wealth
                • RBC WealthPlan
                • City National Bank
                • Advantages of credit
              • Corporate services
                • Business owner services
                • Business owner financial services
                • Corporate and executive services
                • Stock plan services
                • 401K Services
              • Insights
              • Market commentary
              • Contact

              • May 26, 2022

                Restricted stock (Rule 144) transactions

              • October 20, 2017

                Concentrated Stock Strategies

              • May 18, 2022

                Affiliated Trading Programs (10b5-1 Plans)

              • May 18, 2022

                Employee Stock Options – Cashless Exercise Strategy

              • May 18, 2022

                Employee Stock Options – Frequently Used Terms

              • May 20, 2022

                Employee Stock Options – General Questions

              • May 20, 2022

                Employee Stock Options – Stock Swap Exercise Strategy

              • May 20, 2022

                Employee Stock Options – Summary of Taxation

              • May 20, 2022

                Net Unrealized Appreciation

              David Poulin, NMLS # 1278920 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

              Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

              , and David Poulin, NMLS # 1278920 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

              Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

              Read additional advisor disclosures.

              Obtain more information about this financial advisor on FINRA's BrokerCheck website

              Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

              Contact information

              David Poulin, CIMA®, CPWA®

              Senior Vice President - Financial Advisor,
              Senior Consulting Group

              Phone: 617-725-1738

              Jeffrey Maslanka

              Senior Registered Client Associate

              Phone: 617-725-1719

              Address
              Boston
              53 State Street, Suite 3600
              Boston, MA 02109
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