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Alexia Tadmor, CFA, MBA

Alexia Tadmor, CFA, MBA

Investment Advisor

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  • Timeline

  • About me

    Investment Advisor, Diligence Wealth Management | MBA Investment Management

  • Education

    • Concordia University

      -
      Mathematics Bachelor Statistics Specialization

    • Concordia University

      -
      Master of Business Administration - MBA Investment Management 3.93

      - Awarded Lord Shaughnessy M.B.A. Fellowship in Investment Management Award (2021) ** Based on academic excellence **- Awarded CFA® Program Student Scholarship (2021)- Awarded Christine Sayegh-Filgiano Award (2022) ** Based on exemplary leadership potential **- Awarded Adriana Arrillaga Award (2023) ** Based on academic and experiential excellence **- Awarded Goodman Institute Performance Scholarship (2023) ** Based on academic excellence **- Dean’s List… Show more - Awarded Lord Shaughnessy M.B.A. Fellowship in Investment Management Award (2021) ** Based on academic excellence **- Awarded CFA® Program Student Scholarship (2021)- Awarded Christine Sayegh-Filgiano Award (2022) ** Based on exemplary leadership potential **- Awarded Adriana Arrillaga Award (2023) ** Based on academic and experiential excellence **- Awarded Goodman Institute Performance Scholarship (2023) ** Based on academic excellence **- Dean’s List (all years) Show less

  • Experience

    • Manulife Wealth

      Jan 2021 - now
      Investment Advisor

  • Licenses & Certifications

    • Conduct and Practices Handbook

      Canadian Securities Institute
      Jul 2022
      View certificate certificate

    • CFA Level 2 Passed

      CFA Institute
      Jul 2023
      View certificate certificate

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Apr 2024
      View certificate certificate

    • CFA Level 1 Passed

      CFA Institute
      Jul 2022
      View certificate certificate

    • Honours Certificate Wealth Management Essentials (WME®) for Investment Managers

      Canadian Securities Institute
      May 2025
      View certificate certificate

    • Canadian Securities Course (CSC®)

      Canadian Securities Institute
      Aug 2021
      View certificate certificate

    • Investing in Bitcoin: Opportunities and Risks

      Canadian Securities Institute
      Sept 2025