M

Marc Morais's
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Current Position:

Portfolio Manager & Wealth Advisor at RBC Dominion Securities

Experience:

16 years

Location:

Guelph, Ontario

How to contact Marc Morais

Last updated:2024-10-27
emailm******s@rbcds.com
phone+1-***-***-9931
skype
google+
facebook
twitter
pinterest

Analytics

According to LinkedIn Marc Morais started working on 2009, then the employee has changed 2 companies and 2 jobs. On average, Marc Morais works for one company for 5 years 5 months. Marc Morais has been working as a Portfolio Manager & Wealth Advisor for RBC Dominion Securities for 2830 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Portfolio Manager & Wealth Advisor at RBC Dominion Securities

Nov 2017 - Current

Certified Financial Planner & Investment/Insurance Advisor at Sun Life

Apr 2010 - Nov 2017

Bilingual Mortgage Specialist & Auditor at MCAP

May 2009 - Apr 2010

Education

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

Current Company Information RBC Dominion Securities

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....

Frequently Asked Questions

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 months

What 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 McGuire
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Marc Morais Namesakes

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Company
Position
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Product Development & Sales & Marketing Manager

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