Nick Tzaferis

Manager Financial Services

263 followers

Greater Montreal Metropolitan Area

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Timeline
About me
Vice President Corporate Development at Cape Cove Financial Management
Education
- MCHS- Malcolm Campbell High School
  1980 - 1984
- Marianopolis College
  1985 - 1986
- Concordia University
  1987 - 1990
  B.A. Mathematics, Economics
Experience
- Bank of Montreal
  Jan 1990 - Apr 1997
  Manager Financial Services
  Commercial & Personal Credit, Branch Management, Business Development
- Investors Group
  May 1997 - May 1999
  Financial Advisor
  Investment, Insurance, Estate and Tax Planning
- Global Maxfin Capital Inc. , IFG
  Jun 1999 - Dec 2003
  Financial Advisor
  Investment & Insurance Products, Client & Portfolio Managemnt
- Tactic Series Funds
  Jan 2004 - Dec 2005
  Managing Director
  Alternative Investments, Hedge Funds, Structured Products, Principal Protected Notes
- Multi-Prêts Hypothèques
  Jan 2006 - Aug 2008
  Certified Mortgage Broker
  Residential & Commercial Real Estate Finance
- Earthrock Capital - ( Business Loans and Commercial Finance, Mortgages and Alternative Lending)
  Jul 2007 - now
  Principal - Certified Mortgage Broker - Commercial Finance Consultant
  Commercial Finance Broker- Commercial Real Estate Finance, Construction Loans, Corporate Finance, Real Estate JV, Commercial Lending & Structuring Financing Solutions, Business Financing, Factoring, Asset-Based Lending, Equipment Financing, PO Financing, Export Trade Finance, Merchant Cash Advance, Working Capital.
- Mortgage Architects, Independent Broker
  Feb 2009 - Apr 2011
  Certified Mortgage Broker
  Residential & Commercial Real Estate Finance
- Stellar® Alliances
  May 2011 - Apr 2013
  Agency Executive Officer - Certified Mortgage Broker
  Real Estate Finance - Commercial Finance & Structuring Financing Solutions - Business Financing
- WhiteHaven Securities / Valeurs Mobilières WhiteHaven -(Exempt Products, Private Equity, Debt)
  Apr 2014 - Jan 2017
  VP - Exempt Market Rep. - Financial Security Advisor & Group Insurance & Annuity Plans Advisor
  Whitehaven Securities is an Investment Firm offering clients exempt market products (alternative investments, hedge funds, private equity), mutual funds, insurance, corporate finance and portfolio management.www.whitehavensecurities.com
- Mortgage Architects - ( Stellar Mortgages Division)
  Jan 2015 - Nov 2017
  Chartered Mortgage Broker, AEO
  Commercial Mortgages - Residential Mortgage - Business Financing
- Gestion Financière Cape Cove inc.
  Jan 2018 - now
  Vice President Corporate Development
  Exempt Market Representative - Financial Security Advisor - Group Insurance & Annuity Plans Advisor
Licenses & Certifications
- Financial security advisor & Group insurance and group annuity plans advisor
  Autorité des marchés financiers
  Jan 1999
- Chartered ( Certified) Mortgage Broker
  Organisme d’autoréglementation du courtage immobilier du Québec (OACIQ)
  Jan 2006
- Investment Funds in Canada - Mutual Fund Advisor
  Canadian Securities Institute (CSI)
  Jan 1993
- Exempt Market Products Certificate - IFSE Institute -Exempt Market Dealing Rep Advisor
  The Investment Funds Institute of Canada
  Aug 2015