Current Position:
Principal, Senior Portfolio Manager & Financial Planner at Affinity Financial Group - Harbourfront Wealth ManagementExperience:
17 yearsLocation:
Halifax, Nova Scotia, CanadaMay 2010 - Current
May 2018 - Jun 2018
May 2017 - Jun 2017
Jan 2008 - Jan 2010
Master of Business Administration - MBA at Cornell Johnson Graduate School of Management
Master of Business Administration - MBA at Smith School of Business at Queen's University
Trust and Estate Practitioner (TEP) at STEP Canada | The Society of Trust and Estate Practitioners (Canada)
Trusts & Estate Planning at STEP Canada | The Society of Trust and Estate Practitioners (Canada)
Wills, Trusts & Estate Adminstration at STEP Canada | The Society of Trust and Estate Practitioners (Canada)
Taxation of Trusts at STEP Canada | The Society of Trust and Estate Practitioners (Canada)
Law of Trusts at STEP Canada | The Society of Trust and Estate Practitioners (Canada)
Chartered Investment Manager ( CIM) at Canadian Securities Institute
Portfolio Management Techniques at Canadian Securities Institute
Canadian Securities Institute
CFP (Certified Financial Planner) at FP Canada
BSc. at Dalhousie University
Name: Affinity Financial Group - Harbourfront Wealth Management
Speciality: Wealth Management, Financial Planning, Investment Strategies
Location: Halifax, Nova Scotia, Canada
Employees: 1-10
HQ Phone: (902) 377-8000
Description: Affinity Financial Group was founded as a group of independent advisors seeking top-end solutions while avoiding conflicts of interest and significant limitations that are often fo...
What is Thomas Cook MBA's minimum period of employment in the companies?
Thomas Cook MBA's minimum period of employment in various companies is 1 month.What is Thomas Cook MBA's average duration of employment for different companies?
On average, Thomas Cook MBA works for one company for 9 monthsWhat industries has Thomas Cook MBA worked in?
Thomas Cook MBA works in the Financial Services.What positions has Thomas Cook MBA held before?
Previously, Thomas Cook MBA worked as a Wealth Professional 2018 Young Gun Finalist, and Wealth Professional 2017 Young Gun Finalist, and Consultant.How do I contact Thomas Cook MBA?
Thomas Cook MBA's email address is t******c@affinityfg.com, phone number is +1-***-***-0257. Sign up to get contact details.Find email for 850M+ professionals