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Claire VanBlarcom

Scotia

672 followers

Greater Toronto Area, Canada

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Timeline
About me
Portfolio Manager & Wealth Advisor at RBC Dominion Securities
Education
- Acadia University
  1985 - 1989
  BA Psychology
Experience
- Scotiabank
  Jun 1989 - Aug 1999
  Scotia
  personal investment specialist
- CIBC Imperial service
  Sept 1999 - Jan 2010
  Financial advisor
  Investment management for high net worth individuals
- RBC Dominion Securities
  Jan 2010 - now
  Strategic wealth management and sound financial planning
  - Portfolio Manager & Wealth Advisor
    Aug 2020 - now
  - Associate Portfolio Manager & Wealth Advisor
    Jan 2010 - now
Licenses & Certifications
- Group Benefits Associate (GBA)
  International Foundation of Employee Benefit Plans (IFEBP)
  Nov 2019
- Advanced Investment Advice
  Canadian Securities Institute (CSI)
  Nov 2015
- Group Benefits Associate (GBA)
  International Foundation of Employee Benefit Plans (IFEBP)
  Nov 2019

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