Name: Geoff Wilkinson, CFP®, MBA

 Company: Dundee Wealth

 Job title: Vicedirectore regional Alberta, Saskatchewan y Manitoba en HollisWealth, Global Wealth Management, Scotiabank

Website of the company : holliswealth.com / Size of the company : sign up to find out


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 People working at Dundee Wealth

Name
Job Title
Action
  Kathryn Harloff
Asesor financiero en HollisWealth Advisory Services Inc.
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  Amy Chow, CFP®, AMP
Asesor de inversiones en HollisWealth, una división de Scotia Capital Inc.
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  Greg Hall
Asesor financiero en Holliswealth Advisory Services Inc.
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  Jill Edmunds, CPA, CA
Asesor de inversiones asociado en HollisWealth, Global Wealth Management, Scotiabank
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  Jason Macnevin
Gerente de sucursal
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  Peter Fraser CFP® RFP CIM FCSI
Asesor Senior de Inversiones en HollisWealth, Global Wealth Management, Scotiabank
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  Andrew Martens
Asesor financiero en HollisWealth Advisory Services Inc.
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  Bradley Winlaw CFP®
PLANIFICADOR FINANCIERO CERTIFICADO® en Green finance Group HollisWealth
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  Geoff Wilkinson, CFP®, MBA
ViceCEOe regional Alberta, Saskatchewan y Manitoba en HollisWealth, Global Wealth Management, Scotiabank
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  Anthony Russo
Analista Programador Senior en HollisWealth, Global Wealth Management, Scotiabank
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  Antoine Chaume, Pl. Fin.
Planificador financiero y asesor patrimonial en HollisWealth, Global Wealth Management, Scotiabank
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  Neil Joshi
Asesor de inversiones en HollisWealth, Global Wealth Management, Scotiabank
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  Adrian Greyling
Asesor financiero en HollisWealth Advisory Services Inc.
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  Andre Reshaur CFP®
Asesor Senior de Inversiones, CIM, en HollisWealth®
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  Susan Chan
Gerente de Sucursal Senior de Sucursal Nacional
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  Kevin Oser
Asesor de inversiones sénior en HollisWealth, una división de Scotia Capital Inc.
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  Deborah Parmentier
Gerente de Administración de Cartera en Dundee Wealth
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  Sean Kim
Asesor de inversiones en HollisWealth, Global Wealth Management, Scotiabank
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  Rob Redman, CPA, CMA, CFP®, CIM®
Asesor de inversiones sénior en Holliswealth (una división de Scotia Capital Inc.)
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  Al Kassam, PFP
Asesor de inversiones en HollisWealth, Global Wealth Management, Scotiabank
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