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Glen Izzard, CIM®

Glen Izzard, CIM®

Account Manager

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location of Glen Izzard, CIM®Meaford, Ontario, Kanada

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  • Timeline

  • About me

    Chartered Investment Manager, Portfolio Manager

  • Education

    • CSI

      2018 - 2018
      PMT - Portfolio Management Techniques

      - Details on the new investment product development process- Advanced fixed income strategies- Fixed income trading operations- The use and structure of credit derivatives and asset backed securities- Advanced portfolio building techniques- Creating ownership and compensation structures- Best practices to run effective front, middle and back offices- Regulatory landscape and fiduciary responsibilities- Use of alternative investments in institutional portfolio… Show more - Details on the new investment product development process- Advanced fixed income strategies- Fixed income trading operations- The use and structure of credit derivatives and asset backed securities- Advanced portfolio building techniques- Creating ownership and compensation structures- Best practices to run effective front, middle and back offices- Regulatory landscape and fiduciary responsibilities- Use of alternative investments in institutional portfolio management Show less

    • CSI

      2017 - 2017
      AIS - Advanced Investment Strategies

      - Identify client lifestyle expectations and income needs- Determine risk tolerance- Conduct investment product due diligence for both traditional and alternative investments- Implement allocation techniques to help optimize assets- Develop wealth accumulation strategies- Assess the benefits and risks of international investments- Select, build and implement strategies that protect client portfolios- Understand the taxation of personal investment income from an… Show more - Identify client lifestyle expectations and income needs- Determine risk tolerance- Conduct investment product due diligence for both traditional and alternative investments- Implement allocation techniques to help optimize assets- Develop wealth accumulation strategies- Assess the benefits and risks of international investments- Select, build and implement strategies that protect client portfolios- Understand the taxation of personal investment income from an international perspective Show less

    • CSI

      2009 - 2010
      CSC CPH LLQP WME

      Activities and Societies: Canadian Securities Course, Conduct & Practices, Canadian Insurance Course (Full LLQP), Wealth Management Essentials

    • MacEwan University

      1992 - 1994
      Diploma of Business Communication Business Management

  • Experience

    • AT&T Canada (MetroNet Communications)

      Nov 1997 - Apr 2001
      Account Manager

    • TeraGo Networks

      Apr 2001 - Dec 2002
      Account Manager

    • North Rock Communications

      Jan 2003 - Aug 2005
      Account Manager

      Corporate Account Manager of wireless Internet and LAN solutions.

    • ICS Bermuda

      Aug 2005 - Oct 2008
      Account Manager

      Responsibilities include consultative solution selling of Business Continuity, Disaster Recovery, Technical Consulting, Networking, Security, ASP and Managed Services Solutions.Mediated and finalized long term contractural agreements with hardware and software vendors on behalf of clientsIndependent Consulting Solutions is an independent and multi-faceted Bermuda-based professional services consulting company offering objective solutions and high-end technical and strategic support developed by our world-class team of multi-certified consultants. Show less

    • Edward Jones

      Oct 2009 - Aug 2016
      Financial Advisor

      Full-service broker and life insurance agent

    • Manulife Securities Incorporated

      Sept 2016 - May 2019
      Financial Advisor

      Trustworthy and knowledgeable full service Financial Advisor who focuses on client's ROL (Return-of-Life) by implementing these core values: organization, accountability, objectivity, pro-activity, education and partnership – with a disciplined approach for success.

    • Manulife Securities Insurance Inc

      Sept 2016 - May 2019
      Life Insurance Agent

    • Worldsource Securities Inc.

      Jun 2019 - now
      Portfolio Manager

      Worldsource Securities Inc., sponsoring Investment Dealer and a Member of the Canadian Investor Protection Fund and of the Investment Industry Regulatory Organization of Canada.

    • Green Peak Insurance Corp

      Jun 2019 - now
      Risk Management Specialist

      Life and living benefit insurance strategies that protect your family and estate

  • Licenses & Certifications

    • Chartered Investment Manager (CIM)

      Canadian Securities Institute
      Jun 2018

  • Volunteer Experience

    • Treasurer

      Issued by Meaford Chamber of Commerce on Nov 2023
      Meaford Chamber of CommerceAssociated with Glen Izzard, CIM®

    • Scuba-Diving Instructor & Board Member

      Issued by Bermuda Sub Aqua Club on Jan 2003
      Bermuda Sub Aqua ClubAssociated with Glen Izzard, CIM®