My career in wealth management started in August of 2017. I hold both the Chartered Market Technician (CMT) and Chartered Investment Manager (CIM) designations.
I graduated from Wilfrid Laurier University's Honours Bachelor of Business Administration (BBA) program in 2015 with a concentration in Finance and Economics. Trade analytics, attribution, security screening, order execution, and technical market research are among my many responsibilities as part of the Financially INsync team. Born and raised in Guelph, my interests include music, travel, art and technology.
The Chartered Investment Manager® (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM® designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.
