Sentences with phrase «registered as a portfolio manager»
With only a high school diploma, Chou obtained his Certified Financial Analyst designation in 1985 and registered as a portfolio manager and investment counsel.
http://www.canadianbusiness.com/
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
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.
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.
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].»
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.