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Graeme MacDonald, CIM, FMA

Graeme macdonald, cim, fma

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location of Graeme MacDonald, CIM, FMAWinnipeg, Manitoba, Canada
Phone number of Graeme MacDonald, CIM, FMAView Mobile No.
Followers of Graeme MacDonald, CIM, FMA492 followers

  • Timeline

  • About me

    Portfolio Manager & Financial Planner at RBC Dominion Securities

  • Education

    • École secondaire kelvin high school

      1992 - 1995
      Diplôme d'études secondaires en immersion française

      Activities and Societies: Special interests in basketball, volleyball, and rugby.

    • The university of winnipeg

      1995 - 2000
      Bachelor of arts business administration

  • Experience

    • The gryphin advantage inc.

      Aug 2001 - Apr 2003
      Director of marketing

      Graeme provided insurance and investment product research and advisory support to independent financial advisors, in the capacity of a Managing General Agent.

    • Rbc wealth management financial services inc.

      Apr 2003 - Mar 2008
      Estate planning specialist

      As a consultant on the regional wealth management advisory team, Graeme worked with a team of professionals to help provide solutions to the complex issues encountered by high net worth individuals and corporations. This included work in the areas of business succession planning, estate planning, risk management, and tax minimization.

    • Rbc dominion securities

      Mar 2008 - now

      Graeme provides discretionary portfolio management and wealth planning services to affluent clients, including business owners, professionals, families, retirees, and US citizens residing in Canada. Graeme worked with clients to provide customized portfolio management and wealth planning services, including retirement planning.

      • Portfolio Manager & Financial Planner

        Jul 2014 - now

      • Associate Advisor & Financial Planner

        Mar 2008 - Jul 2014

  • Licenses & Certifications

    • Chartered investment manager

      Canadian securities institute
      Jan 2011
      View certificate certificate

    • Fma designation in financial planning

      Canadian securities institute
      May 2006

  • Volunteer Experience

    • Board Member & Secretary Treasurer

      Issued by Sharptails Plus Foundation Inc. on May 2013
      Sharptails Plus Foundation Inc.Associated with Graeme MacDonald, CIM, FMA

    • Committee Member-at-Large - Alumni Council

      Issued by Phi Delta Theta Fraternity on Sept 2012
      Phi Delta Theta FraternityAssociated with Graeme MacDonald, CIM, FMA

    • Board Member & Membership Committee

      Issued by Winnipeg Winter Club on Aug 2006
      Winnipeg Winter ClubAssociated with Graeme MacDonald, CIM, FMA

    • Co-Chairperson & Committee Member - Art & Soul

      Issued by Winnipeg Art Gallery on Jun 2005
      Winnipeg Art GalleryAssociated with Graeme MacDonald, CIM, FMA

    • Committee Member - Winnipeg South

      Issued by Ducks Unlimited Canada on Jan 2001
      Ducks Unlimited CanadaAssociated with Graeme MacDonald, CIM, FMA