Current Position:
Portfolio Manager & Wealth Advisor at RBC Dominion SecuritiesExperience:
16 yearsLocation:
Guelph, OntarioNov 2017 - Current
Apr 2010 - Nov 2017
May 2009 - Apr 2010
Canadian Securities Institute at Chartered Investment Manager (CIM®)
Certified Financial Planner (CFP)
Bachelor of Management & Organizational Studies at The University of Western Ontario
Chartered Life Underwriter (CLU)
Mutual Funds at Investment Funds In Canada (IFIC)
LLQP at Life Licence Qualification Program (LLQP)
Certified Executor Advisor (CEA) at Canadian Institute of Certified Executor Advisors
Name: RBC Dominion Securities
Speciality: Investing and Portfolio Management, Estate Planning, Retirement Planning, Business Financial Planning, Not-For-Profit Organizations, High-Net-Worth Portfolios
Location: Toronto, ON, Canada
Employees: 5000-10000
Description: RBC Dominion Securities, a trusted resource for all of your wealth management, investing and financial planning needs....
How long has Marc Morais been working as a Portfolio Manager & Wealth Advisor?
Marc Morais's total experience in various companies as a Portfolio Manager & Wealth Advisor 7 years 9 months.What is Marc Morais's minimum period of employment in the companies?
Marc Morais's minimum period of employment in various companies is 11 months.What is Marc Morais's average duration of employment for different companies?
On average, Marc Morais works for one company for 4 years 3 monthsWhat industries has Marc Morais worked in?
Marc Morais works in the Financial Services.What positions has Marc Morais held before?
Previously, Marc Morais worked as a Certified Financial Planner & Investment/Insurance Advisor, and Bilingual Mortgage Specialist & Auditor.How do I contact Marc Morais?
Marc Morais's email address is m******s@rbcds.com, phone number is +1-***-***-9931. Sign up to get contact details.Who are Marc Morais's peers at other companies?
Marc Morais's peers at other companies are Kathy Findlay and Mathieu LeBlanc and Nicole McGuireFind email for 850M+ professionals