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Graeme Porter, CFA

Graeme Porter, CFA

Financial Advisor

Followers of Graeme Porter, CFA432 followers
location of Graeme Porter, CFAGreater Calgary Metropolitan Area

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  • 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