Personal Information
Unternehmen/Arbeitsplatz
Toronto, Canada Area Canada
Beruf
Vice President & Investment Advisor | CFA Level 3 Candidate
Branche
Finance / Banking / Insurance
Info
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...
Tags
#equities #investmentstrategy #portfolio
Mehr anzeigen
Personal Information
Unternehmen/Arbeitsplatz
Toronto, Canada Area Canada
Beruf
Vice President & Investment Advisor | CFA Level 3 Candidate
Branche
Finance / Banking / Insurance
Info
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...
Tags
#equities #investmentstrategy #portfolio
Mehr anzeigen