Dean Chrastina

Dean Chrastina

Financial Planner

Followers of Dean Chrastina7000 followers
location of Dean ChrastinaGreater Toronto Area, Canada

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  • Timeline

  • About me

    Gold: The World's Original Asset Class

  • Education

    • Canadian Securities Institute

      -
      CSC Honors, OLC Honors, DFC, CPH, PFPC Investments and Securities
    • Western University

      -
      Honors Bachelor of Arts (B.A.) Economics & Political Science
    • Ryerson University

      -
      Adobe Creative Suite - Website and Graphic Design
  • Experience

    • CIBC

      Mar 2004 - Oct 2005
      Financial Planner

      Managed both sides of the household 'Balance Sheet': 1) Managed Money Products, 2) Principle Protected Notes, 3) Residential Mortgages, 4) Credit Lines, 5) Credit Cards, 6) Registered Accounts (RRSP, RRIF, RESP), 7) Guaranteed Investment Certificates, 8) Financial and Tax Planning, 9) Retirement Planning

    • TD

      Nov 2005 - Jan 2010
      Registered & Dealer Representative

      Trading Experience: 1) Equities, 2) Bonds, 3) Options, 4) Segregated & Mutual Funds, 5) ETF's, 6) Global Currencies, 7) Precious Metals, 8) International Markets, 9) Margin Accounts, 10) Futures & Fowards, 11) Short Accounts, 12) REITs

    • BMG Group Inc. (BMG)

      Oct 2012 - May 2017
      Business Development Manager, Analyst

      Diversified MFDA & IIROC (CIRO) Investment Portfolios with one of the lowest correlated assets to Equities and Bonds. Preserved Purchasing Power and Generational Wealth.

    • Brompton Funds

      May 2017 - Feb 2019
      Manager, Sales

      Provided some of the most unique and innovative Financial Products on Bay Street for IIROC (CIRO) Advisors: 1) Split Share Corporations, 2) Flow-Through Shares, 3) Residential MIC, 4) Income ETF's, and 5) Specialty Closed-End Funds

    • The Value Builder System™

      Oct 2020 - Nov 2023

      Exit Planning Software (SAAS) for Investment Bankers, Sell-Side M&A Advisors, CPA's, Financial Advisors and Business Consultants. Marketing tools to attract and engage with Business Owners (EBITDA $1M+)

      • Senior Product Specialist

        Nov 2021 - Nov 2023
      • Senior BD

        Oct 2020 - Oct 2021
    • BMG Group Inc. (BMG)

      Jan 2024 - now
      Account Executive - Sales and Business Development

      BMG is an Industry Pioneer and Market Leader in Canadian Investment Bullion. BMG created the first open-end mutual fund trust in North America that provided investors with a convenient way of holding physical gold, silver and platinum bullion in their investment and retirement accounts

  • Licenses & Certifications

    • Conduct and Practices Handbook Course (CPH®)

      Canadian Securities Institute
      Jan 2024
      View certificate certificate
    • Options Licensing Course (OLC)

      Canadian Securities Institute
      Jul 2006
      View certificate certificate
    • Canadian Securities Course (CSC®)

      Canadian Securities Institute
      Nov 2023
      View certificate certificate
    • Derivatives Fundamentals Course (DFC®)

      Canadian Securities Institute
      Jun 2006
      View certificate certificate