Wayne W.

Wayne W.

Investment Advisor

Followers of Wayne W.201 followers
location of Wayne W.Ontario, Canada

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  • Timeline

  • About me

    Portfolio Manager at MD Private Investment Counsel

  • Education

    • Dalhousie University

      2010 - 2012
      MBA
  • Experience

    • Berkshire Securities Inc

      Apr 2002 - Feb 2003
      Investment Advisor
    • CIBC

      Feb 2003 - Jan 2007
      Financial Adviser
    • Scotiabank

      Jan 2007 - Aug 2012
      Financial Advisor
    • MD Managment Ltd

      Sept 2012 - Sept 2016
      Senior Financial Consultant
    • MD Private Investment Counsel

      Sept 2016 - now
      • Senior Portfolio Manager

        Jun 2024 - now
      • Portfolio Manager

        Sept 2016 - Jun 2024
  • Licenses & Certifications

    • CFA

      CFA Institute
      Sept 2008
    • FCSI

      Canadian Securities Institute (CSI)
      Aug 2007
    • CFP

      Financial Planning Standards Council (FPSC)
      Aug 2004
    • FMA

      Canadian Securities Institute (CSI)
      Aug 2003
    • CFA Institute Charterholder

      CFA Institute
      Aug 2024
      View certificate certificate
    • CIM

      Canadian Securities Institute (CSI)
      Aug 2005
  • Volunteer Experience

    • Technical Knowledge Development

      Issued by Financial Planning Standards Council (FPSC) on Apr 2015
      Financial Planning Standards Council (FPSC)Associated with Wayne W.