Sentences with phrase «registered as a portfolio»

With only a high school diploma, Chou obtained his Certified Financial Analyst designation in 1985 and registered as a portfolio manager and investment counsel.

He is also registered as a Portfolio Manager and regularly attends Chartered Financial Analyst training around the world.

Bob is registered as a Portfolio Manager and Chief Compliance Officer with the Ontario Securities Commission (OSC).

The Index House is a division of Polaris Financial Inc., which is registered as a Portfolio Manager in the provinces of British Columbia, Alberta, Ontario, Quebec, and Nova Scotia.

Each member of that team is registered as a Portfolio Manager — that means they have a certification in giving the kinds of advice they'll be giving.

We are registered as a Portfolio Manager and an Exempt Market Dealer in all ten Canadian provinces.

Robo - advisors are usually registered as portfolio managers and are responsible for managing your money to a «fiduciary» standard (which means they're obligated to do so in your best interests).

Not exact matches

There are rules already in place for investments in specific registered accounts — RRSPs, RRIFs and TFSAs — to prohibit certain advantages, such as the shifting of taxable income into a registered fund, swap transactions, non-arm's length portfolio investments, and the making of prohibited asset investments in a registered plan.

David Reyes is founder of Reyes Financial Architecture of La Jolla, Calif., a Registered Investment Advisory firm that acts as a fiduciary and specializes in portfolio risk management strategies, retirement income distribution and Social Security planning.

As a registered investment adviser, or RIA, the company can now offer portfolio recommendations and other investment advice — and charge for them.

Mr. Watsa holds a BA from Hillsdale College and a Chartered Investment Manager designation and is registered with the Ontario Securities Commission as a Portfolio Manager.

archerETF Portfolio Management is a division of Bellwether Investment Management, an Ontario firm registered as a «Discretionary Portfolio Manager» with the Ontario Securities Commission.

is registered as an investment fund manager in Ontario and Newfoundland and Labrador, and as a portfolio manager and exempt market dealer in Ontario, Alberta, British Columbia and Newfoundland and Labrador.

(«East West»), an entity that is registered with the applicable securities regulatory authorities or regulator as a Portfolio Manager, Exempt Market Dealer, Commodities Trading Manager, and Investment Fund Manager.

You can register to as many as portfolio as you want and you will receive the updates directly in your mailbox.

East West Investment Management is registered with the applicable securities regulators as an Investment Fund Manager, Portfolio Manager, Commodity Trading Manager and Exempt Market Dealer in Ontario.

The Vegan Society sees great value in registering products instead of companies, as it often encourages companies to further develop and improve the labelling on vegan options in their wider portfolio of products.

The rubric's universality makes the design process applicable to seventh - grade math projects as well as graduate school engineering portfolios, both of which are represented among the design submissions of the site's 12,000 registered users.

You can register to as many as portfolio as you want and you will receive the updates directly in your mailbox.

San Mateo, CA, February 3, 2010 — For the second consecutive year, Franklin Templeton Investments ranked # 1 out of 48 fund families for its funds» 10 - year performance in Barron's annual review of U.S. - registered mutual fund families.1 Barron's rankings are based on asset - weighted returns in five categories — U.S. equity funds; world equity funds (including international and global portfolios); mixed equity funds (which invest in stocks, bonds and other securities); taxable bond funds and tax - exempt funds — as calculated by Lipper.

As well, it should be easier for the less experienced investor to see what % of one's portfolio is foreign holdings, especially as the Canadian government likes to limit foreign investments in registered accountAs well, it should be easier for the less experienced investor to see what % of one's portfolio is foreign holdings, especially as the Canadian government likes to limit foreign investments in registered accountas the Canadian government likes to limit foreign investments in registered accounts.

A closed - end fund's investment portfolio is generally managed by a separate entity known as an «investment adviser,» that is registered with the Securities and Exchange Commission.

Commencement Financial Planning LLC is registered with the Washington State Department of Institutions as a Registered Investment Advisor providing fee - only investment portfolio advice, wealth management, and comprehensive financial planning services to individuals and families planning for or in retirement as well as those managing assets accumulated through earnings, inheritance, or financial sregistered with the Washington State Department of Institutions as a Registered Investment Advisor providing fee - only investment portfolio advice, wealth management, and comprehensive financial planning services to individuals and families planning for or in retirement as well as those managing assets accumulated through earnings, inheritance, or financial sRegistered Investment Advisor providing fee - only investment portfolio advice, wealth management, and comprehensive financial planning services to individuals and families planning for or in retirement as well as those managing assets accumulated through earnings, inheritance, or financial settlement.

In its release, CSA says, «Some Canadian registered portfolio managers and restricted portfolio managers have begun operating as «online advisers.»

This includes new registrants, as well as portfolio managers that are already registered and who have changed their operating model [s] to provide advice using online platform [s].»

On a technical note, there are additional features which have been announced including a handy registered account centre that makes it easier to track contributions and withdrawals as well as additional portfolio tracking tools.

HSBC Securities (USA) Inc. is a registered investment adviser that serves as the Investment Adviser for the HSBC Spectrum and the Managed Portfolio Account (MPA) programs.

A: I think what you really should be considering is a good value Registered Retirement Income Fund (RRIF) portfolio as opposed to a low cost RRIF portfolio, Sharon.

Nest Wealth is registered with the applicable securities commissions as a Portfolio Manager in AB, SK, BC, QC, MB, PE, NS NB, NL and in ON as a Portfolio Manager; Exempt Market Dealer and Investment Fund Manager.

He serves as an analyst at van Biema Value Partners, an SEC - registered investment adviser established by Michael van Biema in 2004 specializing in creating portfolios of small, deep value - oriented hedge funds for sophisticated clients around the globe.

The investment portfolios of mutual funds typically are managed by separate entities known as «investment advisers» that are registered with the SEC.

The combined securities and assets the mutual fund owns are known as its portfolio, which is managed by an SEC - registered investment adviser.

Portfolio Solutions ® is registered as an investment advisor with the U.S. Securities and Exchange Commission.

After registering you'll get 500 points per eligible night at Hyatt Place and Hyatt House brands, or 1,000 points per eligible night at all other Hyatt brands such as Andaz, Grand Hyatt, and Tribute Portfolio hotels.

As a valued American Express Hilton Honors Card Member or American Express Hilton Honors Surpass Card Member, earn 5,000 Hilton Honors Points when you register and complete two stays using your Card at any participating hotel or resort within the Hilton Portfolio from October 1, 2017 until December 31, 2017.

However, as a registered charity with an ambitious exhibition programme and far - reaching portfolio of education projects, we have to fundraise for the rest of our income, much of which comes from the generous support of trusts and foundations.

Ikon Gallery is a registered charity and as such, needs to raise funds each year from a range of sources including trusts and foundations, corporate sponsorship, individual supporters and our trading activities, alongside its core funding as one of the Arts Council England's National Portfolio Organisations.

As market leaders, we are in the position to introduce an impressive and varied portfolio of roles to lawyers registering with LAW Absolute.

Our services include a portfolio of interactive legal documents that are personalized by our customers through our dynamic online processes, as well as subscription legal plans and registered agent services.

Now that you have purchased your intermediate coin, you need to decide which altcoins you would like to add to your portfolio, as this will inform to which exchanges you should be registered.

When you register or subscribe to the Services, we collect a wide variety of information about you to complete your online Resume, Personal Pages, Portfolio or Blog, as applicable, including but not limited to your educational achievement and professional life.

Your career portfolio as a Registered Nurse must be stocked with all the credentials you possess.