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Michael Lehmann

Michael Lehmann

Co-Founder

Followers of Michael Lehmann1000 followers
location of Michael LehmannToronto, Ontario, Canada

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  • Timeline

  • About me

    Associate Portfolio Manager - Client Relationship Manager | Brook Wagman Private Wealth | Raymond James Investment Counsel

  • Education

    • University of Toronto - Rotman School of Management

      2018 - 2022
      Bachelor of Commerce - BCom Finance & Economics

      Activities and Societies: Varsity Blues Football.

  • Experience

    • The BriefCase - UofT Business Blog

      Sept 2020 - May 2021
      Co-Founder

    • Echelon Wealth Partners

      May 2021 - Aug 2021
      Administrative Assistant - Summer Internship

    • Raymond James Investment Counsel Ltd.

      May 2022 - Aug 2022
      Investment Advisor Assistant - Summer Internship

    • Raymond James Investment Counsel Ltd.

      Jan 2023 - now

      • Associate Portfolio Manager - Client Relationship Manager

        Sept 2024 - now

      • Branch Assistant - Brook Wagman Private Wealth

        Jan 2023 - Sept 2024

  • Licenses & Certifications

    • Conduct Practice Handbook

      Canadian Securities Institute
      Dec 2023

    • Passed CFA Level 2

      CFA Institute
      May 2023

    • Passed CFA Level 3

      CFA Institute
      Feb 2024

    • Canadian Securities Course

      Canadian Securities Institute
      Nov 2023

    • Passed CFA Level 1

      CFA Institute
      Feb 2022
      View certificate certificate

  • Honors & Awards

    • Awarded to Michael Lehmann
      RCMP Portfolio Competition Winner University of Toronto Rotman Commerce Apr 2021
    • Awarded to Michael Lehmann
      Academic All-Canadian U Sports Canada Jun 2020