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Graeme Porter, CFA

Graeme porter, cfa

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location of Graeme Porter, CFAGreater Calgary Metropolitan Area
Phone number of Graeme Porter, CFAView Mobile No.
Followers of Graeme Porter, CFA432 followers

  • Timeline

  • About me

    Investment Counsellor at RBC PH&N Investment Counsel

  • Education

    • Cfa institute

      2008 - 2013
      Chartered financial analyst (cfa) charterholder

    • The university of lethbridge

      -
      Bachelor of management, honours finance

  • Experience

    • Scotiabank

      Oct 2004 - Mar 2011
      Financial advisor

    • Scotia wealth management

      Mar 2011 - Apr 2019

      Private Investment Counsel Private Investment Counsel

      • Portfolio Manager

        Aug 2016 - Apr 2019

      • Associate Portfolio Manager

        Mar 2011 - Aug 2016

    • Rbc ph&n investment counsel

      Apr 2019 - now
      Investment counsellor

  • Licenses & Certifications

    • Chartered financial analyst (cfa)

      Oct 2013

    • Personal financial planning certificate (pfpc)

      May 2007

  • Honors & Awards

    • Awarded to Graeme Porter, CFA
      Best of the Best nomination Scotia Wealth Management Oct 2015
    • Awarded to Graeme Porter, CFA
      Best of the Best Nomination Scotiabank Oct 2014

  • Volunteer Experience

    • Treasurer

      Issued by Associação Filarmónica Portuguesa de Calgary on Mar 2016
      Associação Filarmónica Portuguesa de CalgaryAssociated with Graeme Porter, CFA

    • Board member

      Issued by Portuguese Community Cente, Calgary, AB on Sept 2012
      Portuguese Community Cente, Calgary, ABAssociated with Graeme Porter, CFA