Jack Panteluk - Senior Wealth Advisor and Portfolio Manager at BMO Nesbitt Burns

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Jack panteluk

Red Deer, Alberta, Canada

+91 xxxx xxxxx

[email protected]

228 followers

Timeline
Nov 1999 - Nov 2001
Financial Consultant
Merrill Lynch
Nov 2001 - Jun 2003
Investment Advisor
CIBC Wood Gundy
Current Company
Jun 2003 - now
Senior Wealth Advisor and Associate Portfolio Manager
BMO Nesbitt Burns
About me
Senior Wealth Advisor and Portfolio Manager at BMO Nesbitt Burns
Education
- Canadian securities institute
  -
  Certified investment manager (cim)
- Association of international wealth management
  -
  Certified international wealth manager (ciwm)
- Canadian securities institute
  -
  Fellow of canadian securities institute (fcsi)
- Financial planning standards council
  -
  Certified financial planner (cfp)
- Harry ainlay chs
  1983 - 1986
- University of alberta
  1986 - 1990
Experience
- Merrill lynch
  Nov 1999 - Nov 2001
  Financial consultant
- Cibc wood gundy
  Nov 2001 - Jun 2003
  Investment advisor
- Bmo nesbitt burns
  Jun 2003 - now
  Senior wealth advisor and associate portfolio manager
Licenses & Certifications
- Certified financial planner®
  Financial planning standards council (fpsc)
  Jan 2002
  View certificate
Honors & Awards
- Awarded to Jack Panteluk
  Canada's Top 50 Financial Advisors WP - Wealth Professional Magazine Jan 2014
Volunteer Experience
- Board Member / Chair - Community Service Committee
  Issued by Rotary Club of Red Deer on Mar 2004
  Associated with Jack Panteluk
- Treasurer / Board Member
  Issued by Red Deer Ski Club on Aug 2016
  Associated with Jack Panteluk
- Treasurer / Board Member
  Issued by Red Deer Symphony Orchestra on Jun 2005
  Associated with Jack Panteluk

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