Personal Information
Organização/Local de trabalho
Toronto, Canada Area Canada
Cargo
Vice President & Investment Advisor | CFA Level 3 Candidate
Setor
Finance / Banking / Insurance
Sobre
Wall Street Experience with a Main Street Touch
Today, investors want and need a more proactive disciplined investment strategy that protects their hard-earned gains. An approach that aligns portfolios with each client’s long-term financial goals and personal risk tolerance. A sophisticated investment process that:
•Is based on a Core-Satellite investment strategy centered around the clients long-term financial objective and asset allocation
• Employs rigorous fundamental and technical analysis to uncover attractive investment opportunities
•Builds and manages portfolios that focus on ETF's, Managed Products, Large-Cap stocks and alternative investments.
Are you looking for a financial...
Marcadores
#equities #investmentstrategy #portfolio
Ver mais
Personal Information
Organização/Local de trabalho
Toronto, Canada Area Canada
Cargo
Vice President & Investment Advisor | CFA Level 3 Candidate
Setor
Finance / Banking / Insurance
Sobre
Wall Street Experience with a Main Street Touch
Today, investors want and need a more proactive disciplined investment strategy that protects their hard-earned gains. An approach that aligns portfolios with each client’s long-term financial goals and personal risk tolerance. A sophisticated investment process that:
•Is based on a Core-Satellite investment strategy centered around the clients long-term financial objective and asset allocation
• Employs rigorous fundamental and technical analysis to uncover attractive investment opportunities
•Builds and manages portfolios that focus on ETF's, Managed Products, Large-Cap stocks and alternative investments.
Are you looking for a financial...
Marcadores
#equities #investmentstrategy #portfolio
Ver mais