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Adam Sefton

Adam Sefton

Co-op Accountant

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location of Adam SeftonWinnipeg, Manitoba, Canada

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  • Timeline

  • About me

    Associate Wealth Advisor, Associate Portfolio Manager at Richardson Wealth

  • Education

    • University of Manitoba

      -
      B.Comm. (Hons.)

  • Experience

    • MNP

      Jan 2009 - Jan 2009
      Co-op Accountant

    • Richardson Wealth

      Sept 2013 - now

      • Associate Portfolio Manager

        Nov 2020 - now

      • Associate Portfolio Manager

        Dec 2018 - now

      • Associate Investment Advisor

        Sept 2013 - now

  • Licenses & Certifications

    • Chartered Investment Manager (CIM)

      Canadian Securities Institute

    • Certified Financial Planner (CFP)

      FP Canada