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CI Direct Investing
Head of Client Services
May 01, 2019 2 years ago
Founding Member
Personal Information
6046706048
Male
Some Post Secondary
Employer Information
CI Direct Investing
BC
8883737674
Practice Information
Head of Client Services
2007
ICPM
2-5
Fee based (AUM) Insurance Commission
Alberta British Columbia Manitoba New Brunswick Newfoundland and Labrador Nova Scotia Ontario Prince Edward Island Quebec Saskatchewan
ESG & Impact Investing Financial Planning Investment Management Portfolio Management Retirement Income Planning