Deep Enrich
Brett Neufeld, CIM
Associate
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Canada
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About me
Financial Associate at CIBC Wood Gundy
Education
The University of Lethbridge
2016 - 2018Bachelor's degree Business - Finance Major
Olds College
2014 - 2016Business Diploma Accounting
Experience
Farm Credit Canada / Financement agricole Canada
Jun 2018 - Apr 2019Associate
BMO Financial Group
May 2019 - Dec 2019Personal Banking Associate
National Bank Financial
Jan 2020 - Jul 2024Senior Wealth Associate
Jun 2022 - Jul 2024Wealth Associate
Jan 2020 - Jun 2022
CIBC Wood Gundy
Jul 2024 - nowFinance Associate
Licenses & Certifications
CIM
Canadian Securities InstituteFeb 2025Wealth Management Essentials
Canadian Securities InstituteJun 2022Derivatives & Options Licensing Course
Canadian Securities InstituteAug 2021Conduct & Policies Handbook
Canadian Securities InstituteOct 2020Canadian Securities Course
Canadian Securities InstituteSept 2020
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