Amanda Trian, CFA

Toronto, Ontario, Canada

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Timeline
About me
Portfolio Manager at iA Private Wealth Inc. and iA Private Wealth (USA) Inc., Insurance Advisor at Trian Financial Corp. | I help business owners & professionals minimize their taxes and retire comfortably.
Education
- Wilfrid laurier university
  2012 - 2017
  Bachelor’s degree bachelor of arts financial math (ba)
  Activities and Societies: Laurier Figure Skating Team, Laurier Varsity Cheerleading Team, Laurier Tennis Club, Laurier Rec Dance Program, Coed Indoor Soccer Intramural, Laurier Investment and Finance Association
- Lazaridis school of business & economics at wilfrid laurier university
  2012 - 2017
  Bachelor’s degree bachelor of business administration - finance (bba)
  Activities and Societies: Laurier Investment and Finance Association: VP External Relations, General Member
Experience
- City of mississauga
  Sept 2010 - Jan 2012
  Skating instructor
- Scotiabank
  Apr 2013 - Aug 2017
  Customer service representative
- Wilfrid laurier university
  Jan 2014 - Apr 2017
  - Laurier Dance Instructor
    Jan 2016 - Apr 2017
  - Instructional Assistant
    Sept 2013 - Apr 2017
  - Exam Marker
    Jan 2014 - Dec 2014
- Holliswealth, scotiabank global wealth & insurance
  Apr 2014 - Aug 2014
  Advisor services associate
- Fidelity investments
  Jan 2015 - Apr 2015
  Financial services student - advisor sales distribution
- Laurier investment and finance association
  May 2015 - Apr 2016
  Vp of external relations
- Fidelity investments
  Sept 2015 - Dec 2015
  Product research - student
- Tmx group
  Sept 2017 - Mar 2018
  Associate
- Sun life global investments
  Apr 2018 - Feb 2021
  Wealth sales representative
- Ia private wealth
  Feb 2021 - now
  Portfolio manager
  Portfolio Manager at Trian Private Wealth CounselAt Trian Private Wealth Counsel, we believe that effective wealth management can only be achieved through capable risk management and the complete integration of investment, tax, estate, and legal professionals working together to optimize your financial goals and objectives. Our team is entirely dedicated to working with you to make this happen.
- Trian private wealth counsel
  Nov 2021 - now
  Insurance advisor
  Insurance Advisor licensed in Life, Disability, Critical Illness and Medical Benefits insurance.
- Ia private wealth usa
  Nov 2022 - now
  Portfolio manager
  Portfolio Manager at Trian Private Wealth Counsel with iA Private Wealth USA Inc. a Canadian based US Registered Investment Advisor "RIA" offering integrated cross border wealth management solutions to residents of the United States. As an Associate Investment Advisor I can work with clients residing in the United States who are looking for comprehensive wealth management solutions. Less than 1.5% of financial advisors across Canada are licensed to provide Cross-Border Services.
Licenses & Certifications
- Canadian securities course (csc®)
  Canadian securities institute
  Nov 2020
  View certificate
- Conduct and practices handbook course (cph®)
  Canadian securities institute
  Sept 2020
  View certificate
- Cfa institute charterholder
  Cfa institute
  Nov 2020
  View certificate
- Chartered financial analyst (cfa)
  Cfa institute
  Nov 2020
Volunteer Experience
- Assistant Coach
  Issued by Burlington Youth Soccer Club on Jul 2013
  Associated with Amanda Trian, CFA
- Community Volunteer
  Issued by Daily Bread Food Bank on Oct 2015
  Associated with Amanda Trian, CFA
- Volunteer
  Issued by Toronto Humane Society on Dec 2018
  Associated with Amanda Trian, CFA