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Raymond James Ltd.
Associate Portfolio Manager
Sep 21, 2022 4 months ago
CFA CFP (Canada)
Personal Information
9052723900 ext 24
Male
Mississauga
Post Graduate Certificate
Employer Information
Raymond James Ltd.
Raymond James Ltd.
4263 Sherwoodtowne Blvd
Unit 200
Mississauga ON L4Z 1Y5
Canada
9052723900 ext 24
Practice Information
Associate Portfolio Manager
2008
IIROC
2-5
Fee based (AUM)
Alberta British Columbia New Brunswick Ontario
No
No
CFA Society
Crossborder Planning (US/Canada) Estate Planning Financial Planning Investment Management Portfolio Management Retirement Income Planning Succession Planning