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Ana Kleer

Ana kleer

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location of Ana KleerWindsor, Ontario, Canada
Phone number of Ana Kleer+91 xxxx xxxxx
Followers of Ana Kleer1000 followers

  • Timeline

    Sept 2006 - Jan 2020

    Wealth Advisor

    TD
    Windsor-Essex, Chatham-Kent and Sarnia
    Current Company
    Jan 2020 - now

    Portfolio Manager

    BMO Nesbitt Burns

  • About me

    Portfolio Manager, CIM - Kootstra Kleer Wealth Management - BMO Nesbitt Burns

  • Education

    • Canadian securities institute

      -
      Branch compliance officer

    • Canadian securities institute

      -
      Certificate in financial services advice

    • Canadian securities institute

      -
      Investment funds in canada

    • Canadian securities institute

      2014 -
      Canadian securities course

    • Canadian securities institute

      2015 -
      Wealth management essentials

    • Canadian securities institute

      2016 -
      Wealth management essentials

    • Canadian securities institute

      2015 -
      Conduct and practices handbook

    • Financial planning standards council

      2017 -
      Fpsc level 1 certification in financial planning

    • Canadian institute of certified executor advisors

      2018 -
      Certified executor advisor

    • University of rio grande

      1992 - 1996
      Science - physics

  • Experience

    • Td

      Sept 2006 - Jan 2020

      • Wealth Advisor

        Feb 2018 - Jan 2020

      • Investment Advisor

        Mar 2016 - Feb 2018

      • Financial Planner

        Aug 2014 - Mar 2016

      • Financial Advisor

        Mar 2012 - Aug 2014

      • Financial Services Representative

        Jul 2010 - Mar 2012

      • Associate Analyst

        Jun 2009 - Jun 2010

      • Financial Service Representative

        May 2008 - Jun 2009

      • Customer Service Representative

        Sept 2006 - May 2008

    • Bmo nesbitt burns

      Jan 2020 - now

      • Portfolio Manager

        Aug 2023 - now

      • Associate Portfolio Manager

        Apr 2021 - Aug 2023

      • Investment Advisor

        Jan 2020 - Apr 2021

  • Licenses & Certifications

    • Portfolio management techniques (pmt®)

      Canadian securities institute
      Nov 2020
      View certificate certificate

    • Certificate in advanced investment advice

      Canadian securities institute
      Jul 2020
      View certificate certificate

    • Certificate in advanced investment advice

      Canadian securities institute
      Jul 2020
      View certificate certificate

    • Chartered investment manager (cim®)

      Canadian securities institute
      Nov 2020
      View certificate certificate

    • Practice management in high net worth segment

      Canadian securities institute
      Sept 2023
      View certificate certificate