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Boris Dubrovsky, CPA, CMA, CIM

Boris Dubrovsky, CPA, CMA, CIM

Customer Service Representative

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  • Timeline

  • About me

    Making it easy to manage & grow your wealth | Unique combination of tax and investment qualifications and experience. |

  • Education

    • Canadian Securities Institute

      2008 - 2009
      CIM- Canadian Investment Manager CSC, CPH, CIM designation

    • Financial Planning Standards Council

      2013 - 2014
      FPSC Level 1 Financial Planning and Services

    • George Brown College

      2003 - 2007
      Bachelor of Applied Business (B.A.B.) Accounting and Finance

    • CPA Ontario

      2008 - 2012
      CPA-CMA Accounting and Business/Management

  • Experience

    • Scotiabank

      Jun 2007 - Sept 2008
      Customer Service Representative

    • Franklin Templeton Investments

      Sept 2008 - Feb 2011
      Senior Fund Analyst

    • TD

      Feb 2011 - Aug 2011
      UAT Analyst Derivative Trading Desk Settlements

    • MD Physician Services

      Aug 2011 - Jun 2013
      Financial Consultant

    • BMO Financial Group

      Feb 2015 - Apr 2017
      Financial Planner

    • Scotiabank

      May 2017 - Oct 2018
      Investment Specialist

    • Dubrovsky Consulting

      Jan 2019 - now
      Senior Consultant

    • BMO

      Aug 2022 - Feb 2024
      Financial Planner

    • McNabb Lucuk LLP Chartered Professional Accountants

      May 2024 - now
      Accounting Technician

  • Licenses & Certifications

    • Canadian Securities Course (CSC®)

      Canadian Securities Institute
      Sept 2009
      View certificate certificate

    • Portfolio Management Techniques (PMT®)

      Canadian Securities Institute
      May 2009
      View certificate certificate

    • CPA-CMA

      CPA Canada (Chartered Professional Accountants Canada)

    • Certificate in Advanced Investment Advice

      Canadian Securities Institute
      Dec 2022
      View certificate certificate

    • Investment Management Techniques (IMT®)

      Canadian Securities Institute
      Mar 2009
      View certificate certificate

    • Conduct and Practices Handbook Course (CPH®)

      Canadian Securities Institute
      Dec 2007
      View certificate certificate

    • AWS Certified Cloud Practitioner

      Amazon Web Services (AWS)
      Jan 2022
      View certificate certificate

    • Academy Accreditation - Generative AI Fundamentals

      Databricks
      Aug 2023
      View certificate certificate

    • Chartered Investment Manager (CIM®)

      Canadian Securities Institute
      Jan 2015
      View certificate certificate