Deep Enrich
Joey Thibault, CFA
Millwork Labourer
391 followers
بريتيش كولومبيا كيلونا كندا
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About me
Helping Western Canadian business owners feel fully confident in all aspects of their wealth management plan.
Education
University of Regina
2015 - 2019Bachelor of Business Administration - BBA with Distinction Finance
Experience
North 40 Custom Millwork
Jun 2016 - Aug 2017Millwork Labourer
Greystone Managed Investments Inc.
Sept 2017 - Dec 2017Alternative Investment Analyst (Co-op)Greystone Managed Investments Inc.
May 2018 - Dec 2018Fixed Income Associate (Co-op)
IcInfrastructure
Feb 2020 - Aug 2022Consultant
Mar 2022 - Aug 2022Sr. Analyst
Feb 2021 - Mar 2022Analyst
Feb 2020 - Feb 2021
Serviss Wealth Management
Jul 2022 - nowSupporting business owners with their insurance, planning, and investment needs to ensure they feel confident in all aspects of their financial lives.
Senior Associate
Jul 2024 - nowWealth Planning and Insurance Associate
Jul 2022 - Jul 2024
Licenses & Certifications
Chartered Financial Analyst (CFA)
CFA InstituteMay 2024
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