Adam Deffett, Cfa

Adam Deffett, Cfa Email and Phone Number

Utilizing insurance as a tax efficient tool to build wealth and grow legacies @ O'Shaughnessy Financial Services Limited
Adam Deffett, Cfa's Location
Canada, Canada
Adam Deffett, Cfa's Contact Details

Adam Deffett, Cfa work email

Adam Deffett, Cfa personal email

n/a
About Adam Deffett, Cfa

Adam Deffett, Cfa is a Utilizing insurance as a tax efficient tool to build wealth and grow legacies at O'Shaughnessy Financial Services Limited. He possess expertise in equities, trading, capital markets, equity trading, equity research and 16 more skills.

Adam Deffett, Cfa's Current Company Details
O'Shaughnessy Financial Services Limited

O'Shaughnessy Financial Services Limited

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Utilizing insurance as a tax efficient tool to build wealth and grow legacies
Adam Deffett, Cfa Work Experience Details
  • O'Shaughnessy Financial Services Limited
    Partner
    O'Shaughnessy Financial Services Limited Dec 2023 - Present
    Toronto, Ontario, Canada
    Insurance specialist for entrepreneurs, business owners and high net worth families. We provide bespoke solutions to incorporate insurance into your financial, business and estate plans as a tool to build wealth and minimize tax liabilities.
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  • Water Polo Canada
    Member Board Of Directors
    Water Polo Canada Sep 2023 - Present
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  • Deffett Financial
    Insurance Specialist
    Deffett Financial Jan 2021 - Present
    Toronto, Ontario, Canada
    Licensed insurance professional helping individuals, families and corporations build wealth, reduce taxes and plan for the future.
  • Looking Glass Labs (Neo:Nftx)
    Director And Advisor
    Looking Glass Labs (Neo:Nftx) Sep 2021 - Jan 2023
    Vancouver, Bc
  • Ihealthox
    President
    Ihealthox May 2022 - Oct 2022
    View
  • Wellbeing Digital Sciences
    Interim Ceo
    Wellbeing Digital Sciences Jul 2021 - Mar 2022
    Toronto, Ontario, Canada
    View
  • Radient Technologies Inc.
    Sr. Vp, Corporate Development
    Radient Technologies Inc. Oct 2019 - Jan 2021
    Toronto, Canada Area
  • Laurentian Bank Of Canada
    Managing Director, Head Of Institutional Equity Sales
    Laurentian Bank Of Canada Jan 2018 - Sep 2019
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  • Desjardins Capital Markets
    Managing Director, Institutional Trading
    Desjardins Capital Markets Jun 2015 - Jun 2017
  • Dundee Capital Markets
    Vp, Institutional Trading
    Dundee Capital Markets Nov 2012 - Jun 2015
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  • Paradigm Capital
    Partner, Equity Trader
    Paradigm Capital Feb 2007 - Oct 2012
    Liability and Agency Trader with a focus on the Energy sector
  • Rbc Capital Markets
    Equity Trader
    Rbc Capital Markets Aug 2005 - Dec 2006
    Agency trading and preferred share trading
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  • Rbc Capital Markets
    Generalist
    Rbc Capital Markets Jul 2004 - Aug 2005
    Rotations in equity sales, equity trading, bond trading and equity research (base metals). Also completed RBC's Ibanker training program
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Adam Deffett, Cfa Skills

Equities Trading Capital Markets Equity Trading Equity Research Valuation Equity Valuation Investments Asset Management Financial Modeling Securities Bloomberg Hedge Funds Options Energy Portfolio Management Team Development Leadership Investment Banking Etfs Trading Systems

Adam Deffett, Cfa Education Details

Frequently Asked Questions about Adam Deffett, Cfa

What company does Adam Deffett, Cfa work for?

Adam Deffett, Cfa works for O'shaughnessy Financial Services Limited

What is Adam Deffett, Cfa's role at the current company?

Adam Deffett, Cfa's current role is Utilizing insurance as a tax efficient tool to build wealth and grow legacies.

What is Adam Deffett, Cfa's email address?

Adam Deffett, Cfa's email address is ad****@****inc.com

What schools did Adam Deffett, Cfa attend?

Adam Deffett, Cfa attended The University Of Calgary, Finra.

What skills is Adam Deffett, Cfa known for?

Adam Deffett, Cfa has skills like Equities, Trading, Capital Markets, Equity Trading, Equity Research, Valuation, Equity Valuation, Investments, Asset Management, Financial Modeling, Securities, Bloomberg.

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