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Ted Kurello

Ted Kurello

Account Manager

Followers of Ted Kurello465 followers
location of Ted KurelloNewmarket, Ontario, Canada

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  • Timeline

  • About me

    Portfolio Manager

  • Education

    • Canadian Securities Institute

      -
      Portfolio Management

    • Canadian Securities Institute

      -
      Investment Management Techniques

    • Canadian Securities Institute

      -
      Canadian Securities Course

    • Michael Power High School

      -

    • The University of Western Ontario

      1975 - 1978

  • Experience

    • IBM Canada Ltd.

      Jan 1980 - Sept 1986
      Account Manager

    • HollisWealth (a division of Scotia Capital Inc.)

      Jan 1993 - now
      Portfolio Manager & Branch Manager

      Personal and Family financial advice.Insurance products provided by HollisWealth are provided through HollisWealth Insurance Agency Mortgages provided by referral only.

    • Braestone Family Wealth

      Jan 1993 - now
      Portfolio Manager

      https://www.braestonefamilywealth.com/

  • Licenses & Certifications

    • Chartered Investment Manager (CIM®)

      Canadian Securities Institute (CSI)