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Paul Stanneveld CFP®, CIM®, LLQP®

Paul Stanneveld CFP®, CIM®, LLQP®

Management Trainee

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location of Paul Stanneveld CFP®, CIM®, LLQP®Toronto, Ontario, Canada

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  • Timeline

  • About me

    Senior Financial Consultant at MD Management Limited.- Certified Financial Planner & Chartered Investment Manager

  • Education

    • Ryerson University

      -
      Bachelor’s Degree Business/Commerce, General

  • Experience

    • Enterprise Rent-A-Car

      Oct 2007 - Jan 2009
      Management Trainee

    • CIBC

      Jan 2009 - Oct 2019

      • Imperial Service Senior Financial Advisor

        Jan 2015 - Oct 2019

      • Imperial Service Financial Advisor

        Jan 2014 - Jan 2015

      • CIBC Securities Inc. Mutual Fund Representative

        Jul 2011 - Jan 2014

      • Imperial Service Financial Service Representative.

        Jan 2009 - Jul 2011

    • RBC

      Oct 2019 - Feb 2022
      Investment & Retirement Planner for RBC Royal Bank

    • MD Financial Management | Gestion financière MD

      Feb 2022 - now
      Senior Financial Consultant at MD Management Limited.

  • Licenses & Certifications

    • Certified Financial Planner (CFP)

      FP Canada

    • Life and Health Insurance License

      Financial Services Regulatory Authority of Ontario (FSRA)

    • Chartered Investment Manager (CIM)

      Canadian Securities Institute