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Scott Warnez, B.Comm., CFA®, CFP®

Scott Warnez, B.Comm., CFA®, CFP®

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location of Scott Warnez, B.Comm., CFA®, CFP®Kitchener, Ontario, Canada

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  • Timeline

  • About me

    Senior Portfolio Manager, Senior Investment Advisor

  • Education

    • University of Windsor

      -
      Bachelor of Commerce (B.Comm.)

  • Experience

    • RBC

      Jan 1997 - Jul 2007

      Performed comprehensive financial planning and insurance needs analysis for a Private Welath Management group at RBC Dominion Securities

      • Financial Planner - RBC Dominion Securities

        Jan 2005 - Jul 2007

      • Financial Advisor

        Jan 2000 - Dec 2004

      • Financial Advisor - Royal Trust

        Jan 1997 - Jan 2000

    • MD Financial

      Aug 2007 - Mar 2023

      • Portfolio Manager

        Jan 2011 - Mar 2023

      • Senior Financial Consultant

        Aug 2007 - Jan 2011

    • Richardson Wealth

      Mar 2023 - now

      • Senior Portfolio Manager, Senior Investment Advisor

        Jan 2025 - now

      • Portfolio Manager, Investment Advisor

        Mar 2023 - now

  • Licenses & Certifications