Andrew Czernik, Cim®, Riac
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Andrew Czernik, Cim®, Riac Email & Phone Number

Investment Advisor, Associate Portfolio Manager at CIBC Wood Gundy
Location: Ottawa, Ontario, Canada 4 work roles 1 school
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Current company
CIBC Wood Gundy
Role
Investment Advisor, Associate Portfolio Manager
Location
Ottawa, Ontario, Canada
Company size
2017 employees

Who is Andrew Czernik, Cim®, Riac? Overview

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Quick answer

Andrew Czernik, Cim®, Riac is listed as Investment Advisor, Associate Portfolio Manager at CIBC Wood Gundy, a with 2017 employees, based in Ottawa, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Andrew Czernik, Cim®, Riac.

Andrew Czernik, Cim®, Riac previously worked as Investment Advisor at Cibc Wood Gundy and Associate Investment Advisor at Cibc Wood Gundy. Andrew Czernik, Cim®, Riac holds Bachelor Of Arts, History from Mcgill University.

Company email context

Email format at CIBC Wood Gundy

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CIBC Wood Gundy

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Profile bio

About Andrew Czernik, Cim®, Riac

My team and I provide our clients with personalized, professional investment management and financial planning strategies. I am a holder of the Chartered Investment Manager (CIM)® designation and a member of the Responsible Investment Association. With over 14 years experience in the financial services industry, and the support of CIBC Wood Gundy's best-in-class tools and resources, I provide my clients with comprehensive wealth management solutions and peace of mind.Specializing in:• ESG and SRI - Responsible Investment Strategies• Discretionary Investment Management• Financial and Estate Planning• Retirement and Education PlanningWhen I’m not reviewing portfolios or preparing retirement plans you can usually find me somewhere in the middle of Algonquin Park, paddle in hand, looking forward to the next portage. www.cibc.com/pwm-socialmediadisclaimer

Listed skills include Estate Planning, Chartered Investment Manager, Personal Financial Planning, Investment Strategies, and 12 others.

Current workplace

Andrew Czernik, Cim®, Riac's current company

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CIBC Wood Gundy
Cibc Wood Gundy
Investment Advisor, Associate Portfolio Manager
canada
Website
cibcwoodgundy.com
Employees
2017
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4 roles

Andrew Czernik, Cim®, Riac work experience

A career timeline built from the work history available for this profile.

Investment Advisor, Associate Portfolio Manager

Current
Cibc Wood Gundy

Ottawa, Ontario, Canada

I provide my clients with personalized strategies designed to help them realize their vision of their financial future. I provide wealth and estate planning tools, investment strategies and comprehensive financial advice all focused on providing my clients with a lifestyle and legacy that meets their needs and goals. I incorporate ESG analysis and responsible investment strategies into my practice in recognition of the importance that these factors play in both our financial well-being and in our community as a whole.

Oct 2018 - Present

Associate Investment Advisor

Cibc Wood Gundy

Ottawa

Jan 2009 - Apr 2013

Investment Representative

Cibc Wood Gundy

Toronto, Canada Area

Aug 2007 - Jan 2009
Team & coworkers

Colleagues at CIBC Wood Gundy

Other employees you can reach at cibcwoodgundy.com. View company contacts for 2017 employees →

SL Steve Longley Steve Longley Colleague at Cibc Wood GundyOntario, Canada View → GF Georges Farhat Georges Farhat Colleague at Cibc Wood GundyMontreal, Quebec, Canada View → DE Don Edwards Don Edwards Colleague at Cibc Wood GundyRegina, Saskatchewan, Canada View → GD Guido Di Cesare Guido Di Cesare Colleague at Cibc Wood GundyHamilton, Ontario, Canada View → FW Fraser Wilson Fraser Wilson Colleague at Cibc Wood GundyLondon, Ontario, Canada View → RJ Rob Jones Rob Jones Colleague at Cibc Wood GundyBelleville, Ontario, Canada View → TG Tricia Gill Tricia Gill Colleague at Cibc Wood GundyHamilton, Ontario, Canada View → BM Brooke Metzger Brooke Metzger Colleague at Cibc Wood GundyOttawa, Ontario, Canada View → AP Aneesh Paranjape Aneesh Paranjape Colleague at Cibc Wood GundyCanada View → MD Marie-France Delisle Marie-France Delisle Colleague at Cibc Wood GundyCanada View →
1 education record

Andrew Czernik, Cim®, Riac education

FAQ

Frequently asked questions about Andrew Czernik, Cim®, Riac

Quick answers generated from the profile data available on this page.

What company does Andrew Czernik, Cim®, Riac work for?

Andrew Czernik, Cim®, Riac works for CIBC Wood Gundy.

What is Andrew Czernik, Cim®, Riac's role at CIBC Wood Gundy?

Andrew Czernik, Cim®, Riac is listed as Investment Advisor, Associate Portfolio Manager at CIBC Wood Gundy.

Where is Andrew Czernik, Cim®, Riac based?

Andrew Czernik, Cim®, Riac is based in Ottawa, Ontario, Canada while working with CIBC Wood Gundy.

What companies has Andrew Czernik, Cim®, Riac worked for?

Andrew Czernik, Cim®, Riac has worked for Cibc Wood Gundy.

Who are Andrew Czernik, Cim®, Riac's colleagues at CIBC Wood Gundy?

Andrew Czernik, Cim®, Riac's colleagues at CIBC Wood Gundy include Steve Longley, Georges Farhat, Don Edwards, Guido Di Cesare, and Fraser Wilson.

How can I contact Andrew Czernik, Cim®, Riac?

You can use AeroLeads to view verified contact signals for Andrew Czernik, Cim®, Riac at CIBC Wood Gundy, including work email, phone, and LinkedIn data when available.

What schools did Andrew Czernik, Cim®, Riac attend?

Andrew Czernik, Cim®, Riac holds Bachelor Of Arts, History from Mcgill University.

What skills is Andrew Czernik, Cim®, Riac known for?

Andrew Czernik, Cim®, Riac is listed with skills including Estate Planning, Chartered Investment Manager, Personal Financial Planning, Investment Strategies, Etfs, Risk Management, Socially Responsible Investing, and Options Strategies.

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