Associate Portfolio Manager
CurrentProviding bespoke wealth management solutions to Professionals and Business Owners
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@assante.com
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Blake Cluff, Cfa, Cfp®, Cim®, Clu® is listed as Associate Portfolio Manager & Wealth Advisor at Assante Capital Management Ltd at CI Assante Wealth Management, a company with 961 employees, based in Toronto, Ontario, Canada. AeroLeads shows a work email signal at assante.com and a matched LinkedIn profile for Blake Cluff, Cfa, Cfp®, Cim®, Clu®.
Blake Cluff, Cfa, Cfp®, Cim®, Clu® previously worked as Associate Portfolio Manager at Ci Assante Wealth Management and Wealth Advisor at Assante Wealth Management. Blake Cluff, Cfa, Cfp®, Cim®, Clu® holds Honours Bachelor Of Science, Financial Mathematics from Wilfrid Laurier University.
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AeroLeads found 1 current-domain work email signal for Blake Cluff, Cfa, Cfp®, Cim®, Clu®. Compare company email patterns before reaching out.
In today’s complex world, it is more important than ever to have a holistic financial planner that can help you see the “big picture” and address your entire financial life. Together we will create a financial strategy that addresses both your near-term realities and your long-term challenges and goals. Our key areas of focus include Investment, Tax and Financial Planning. Including Estate Planning, Insurance Planning and Charitable Gifting as well as Business Transitions and Wealth Transfer.Community work is also an important part of my story. Outside of my day-to-day I am actively involved in giving back through motionball, a non-for profit raising funds and awareness for the Special Olympics movement through integrated sport and social events across Canada.If there is a way I can help or if you are interested in learning a bit more about what we do please reach out to me at bcluff@assante.com
Listed skills include Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, and 13 others.
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Toronto, Ontario, Canada
Providing bespoke wealth management solutions to Professionals and Business Owners
Toronto, Canada Area
Providing bespoke wealth management solutions to Professionals and Business Owners
Toronto, Canada Area
Consulted with Financial Advisors & Portfolio Managers across Eastern Canada on practice management, tax minimization strategies and alternative investment solutions. During my tenure, my team was responsible for raising over $500M in both languages.
Other employees you can reach at assante.com. View company contacts for 961 employees →
Murray Johnston
Colleague at Ci Assante Wealth Management
Saskatoon, Saskatchewan, Canada, Canada
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Leanne Meier
Colleague at Ci Assante Wealth Management
Calgary, Alberta, Canada, Canada
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CD
Crystal Dawson
Colleague at Ci Assante Wealth Management
Saskatoon, Saskatchewan, Canada, Canada
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AL
Alex Lam
Colleague at Ci Assante Wealth Management
Vancouver, British Columbia, Canada, Canada
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NP
Nicholas Pantzos
Colleague at Ci Assante Wealth Management
Toronto, Ontario, Canada, Canada
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MJ
Martin Jalbert Pl.Fin.
Colleague at Ci Assante Wealth Management
St-Lambert, Quebec, Canada, Canada
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TM
Taís Michelin Gevartosky
Colleague at Ci Assante Wealth Management
Halifax, Nova Scotia, Canada, Canada
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MP
Mary-Ann Pouteau
Colleague at Ci Assante Wealth Management
Winnipeg, Manitoba, Canada, Canada
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DM
David Munro Bsc (Hons), Mba
Colleague at Ci Assante Wealth Management
Pembroke, Ontario, Canada, Canada
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LH
Lawrence Hoi Yuen Fok
Colleague at Ci Assante Wealth Management
Markham, Ontario, Canada, Canada
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Quick answers generated from the profile data available on this page.
Blake Cluff, Cfa, Cfp®, Cim®, Clu® works for CI Assante Wealth Management.
Blake Cluff, Cfa, Cfp®, Cim®, Clu® is listed as Associate Portfolio Manager & Wealth Advisor at Assante Capital Management Ltd at CI Assante Wealth Management.
AeroLeads has found 1 work email signal at @assante.com for Blake Cluff, Cfa, Cfp®, Cim®, Clu® at CI Assante Wealth Management.
Blake Cluff, Cfa, Cfp®, Cim®, Clu® is based in Toronto, Ontario, Canada while working with CI Assante Wealth Management.
Blake Cluff, Cfa, Cfp®, Cim®, Clu® has worked for Ci Assante Wealth Management, Assante Wealth Management, Ninepoint Partners, Mackenzie Investments, and Natixis Global Asset Management.
Blake Cluff, Cfa, Cfp®, Cim®, Clu®'s colleagues at CI Assante Wealth Management include Murray Johnston, Leanne Meier, Crystal Dawson, Alex Lam, and Nicholas Pantzos.
You can use AeroLeads to view verified contact signals for Blake Cluff, Cfa, Cfp®, Cim®, Clu® at CI Assante Wealth Management, including work email, phone, and LinkedIn data when available.
Blake Cluff, Cfa, Cfp®, Cim®, Clu® holds Honours Bachelor Of Science, Financial Mathematics from Wilfrid Laurier University.
Blake Cluff, Cfa, Cfp®, Cim®, Clu® is listed with skills including Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Public Speaking, and Mathematics.
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