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Mark Muchantef, Pl. Fin.

Mark Muchantef, Pl. Fin.

Summer Analyst (Group Savings & Retirement)

Followers of Mark Muchantef, Pl. Fin.3000 followers
location of Mark Muchantef, Pl. Fin.Montreal, Quebec, Canada

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  • Timeline

  • About me

    Financial Planning Specialist

  • Education

    • McGill University

      -
      Graduate Certificate in Financial Planning 3.8/4.0

    • McGill University

      -
      Bachelor of Commerce (B.Com.) General management (Accounting and Finance)

      Tutored several finance courses on an individual basis (Finance 1, Finance 2, Applied Corporate Finance, etc.).

  • Experience

    • Standard Life UK

      May 2013 - Aug 2013
      Summer Analyst (Group Savings & Retirement)

    • Sun Life Québec

      Jan 2015 - Jan 2017
      Financial Services Consultant (Group Benefits & Pensions)

    • RBC

      Mar 2018 - Dec 2022

      - Provide affluent clients ($100k-$1M in investments) with specialized financial plans to reach personal and financial goals.- Advise on balancing financial priorities, investment management, tax strategies, borrowing, retirement and estate planning.- Guide clients on the financial impact of life events and milestones, such as marriage or common-law unions, inheritance, career transitions, retirement, parenthood, divorce, loss or hardship, and empty-nesting.

      • Financial Planner

        Nov 2020 - Dec 2022

      • Senior Account Manager

        Sept 2018 - Nov 2020

      • Account Manager

        Mar 2018 - Sept 2018

    • CIBC Wood Gundy

      Jan 2023 - now
      Financial Planning Specialist

      - Provide high net worth clients ($1M-$5M in investments and up to $50M in net worth) with a comprehensive financial plan.- Support investment advisors and senior private bankers in offering financial planning services.- Advise on taxation, estate planning, retirement, risk management, philanthropy and cash flow planning.- Collaborate with various partners in private wealth management, such as estate planning specialists, portfolio managers, tax specialists, etc.

  • Licenses & Certifications

    • CFA Level 3 Candidate

      CFA Program
      Oct 2023

    • Insurance of Persons License (LLQP)

      Autorité des marchés financiers (Québec)

    • Canadian Securities Course (CSC)

      Canadian Securities Institute

    • Financial Planner Designation

      Institut de planification financière
      Dec 2017

    • Wealth Management Essentials (WME)

      Canadian Securities Institute