Mr Craig Bannon
TEP

Membership category: Full Member i

'TEP' status denotes full membership of STEP and is the top level of STEP membership. TEPs are fully qualified practitioners with proven qualifications and experience. They can use the letters 'TEP' after their name. TEPs must adhere to STEP's Code of Professional Conduct.

9 Peakview Way
Halifax
NS
B3M 0G2
Canada

Practice Areas: Estate planning/administration, Family business, Investment, Trust planning/administration, Succession planning
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Profession:
Financial Planner
Firm:
RBC Royal Bank
Branch/Chapter:
STEP Atlantic Provinces
Committees:
Atlantic Provinces Branch Committee
Special Interest Groups:
Business Families
Biography:

Throughout his 26 years with the Royal Bank of Canada, Craig has worked in North American and Global financial services in Halifax, Ottawa, Vancouver/Seattle and Barbados. His professional experience has mainly been focused on Financial Planning, Coaching, Sales Management, Business Development, Relationship Management, Project Management, Strategic Initiatives, Capacity Planning, Financial Analysis, Recruiting and Marketing. Craig’s sector experience includes Financial Planning, Personal Banking, Wealth Management, Global Private Banking, Investments and Credit. Craig aims to lead teams to higher performance, achieve business targets and help businesses understand their Management Information to more efficiently and effectively manage their businesses.

Craig received his Bachelor of Commerce Degree from Saint Mary’s University and then completed his Certified Financial Planner and Personal Financial Planner designations. Craig then went on to pursue his MBA at the University of Ottawa, where he also had the opportunity to take courses at Reims Management School in France. Craig obtained the Trust and Estate Practitioner (TEP) designation in 2001.

In terms of Craig’s international career, he has worked in Barbados and has spent work time with RBC in Seattle, Miami, London (UK), Geneva, Channel Islands (Guernsey & Jersey), Bermuda, Cayman Islands and the Bahamas. Being a dual citizen (UK and Canada), Craig is interested in all things International. Craig also acts as a mentor through the Immigration Services Association of Nova Scotia (ISANS).

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