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Chase Moreira is listed as Serving high-net-worth families, foundations, & endowments in preserving wealth and confidently meeting their goals at Connor Clark & Lunn Private Capital, a company with 100 employees, based in Edmonton, Alberta, Canada. AeroLeads shows a work email signal at cclgroup.com and a matched LinkedIn profile for Chase Moreira.
Chase Moreira previously worked as Wealth Advisor, Associate Advising Representative at Connor Clark & Lunn Private Capital and Board Member at Abc Head Start. Chase Moreira holds Bachelor’S Degree from The University Of Lethbridge.
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AeroLeads found 1 current-domain work email signal for Chase Moreira. Compare company email patterns before reaching out.
By introducing affluent Canadians and their families, as well as foundations and other not for profit organizations, in the Edmonton area to CC&L Private Capital’s discretionary wealth management services, I provide a confident approach to guiding my clients towards achieving their long-term financial goals. Before joining CC&L Private Capital, I worked with clients at RBC Wealth Management and TD Wealth. I hold the Chartered Investment Manager (CIM) and Certified Financial Planner (CFP) designations, among a number of designations and accreditations specific to wealth management and high-net-worth financial planning.Born and raised in Edmonton, I am passionate about the success of my clients and my community. I enjoy contributing time to a number of community organizations, as a prior board member of ABC Head Start Society, and current board member of the Flourishing Foundation of BC.
Listed skills include Wealth Management, Investment Advisory, Investment Strategies, Retirement Planning, and 14 others.
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Edmonton, Canada Area
By introducing affluent Canadians and their families, as well as foundations and other not for profit organizations, to CC&L Private Capital’s discretionary wealth management services, I provide a confident approach to guiding my clients towards achieving their long-term financial goals. I adhere to the key principles of listening and responding, placing.
Other employees you can reach at cclprivatecapital.com. View company contacts for 100 employees →
Keegan Therrien
Colleague at Connor Clark & Lunn Private CapitalToronto, Ontario, Canada, Canada
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Tony Bright
Colleague at Connor Clark & Lunn Private CapitalEdmonton, Alberta, Canada, Canada
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Davyn Webster-Cho
Colleague at Connor Clark & Lunn Private CapitalMississauga, Ontario, Canada, Canada
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Daniel Wong, Cfa
Colleague at Connor Clark & Lunn Private CapitalVancouver, British Columbia, Canada, Canada
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Will Newall
Colleague at Connor Clark & Lunn Private CapitalToronto, Ontario, Canada, Canada
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Taylor Chase, Cfa
Colleague at Connor Clark & Lunn Private CapitalEdmonton, Alberta, Canada, Canada
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Andre Morris Cim®
Colleague at Connor Clark & Lunn Private CapitalMontreal, Quebec, Canada, Canada
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Maggie Samarelli
Colleague at Connor Clark & Lunn Private CapitalGreater Montreal Metropolitan Area, Canada
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Kimberly Rosario
Colleague at Connor Clark & Lunn Private CapitalCanada, Canada
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Steve Satov
Colleague at Connor Clark & Lunn Private CapitalToronto, Ontario, Canada, Canada
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Quick answers generated from the profile data available on this page.
Chase Moreira works for Connor Clark & Lunn Private Capital.
Chase Moreira is listed as Serving high-net-worth families, foundations, & endowments in preserving wealth and confidently meeting their goals at Connor Clark & Lunn Private Capital.
AeroLeads has found 1 work email signal at @cclgroup.com for Chase Moreira at Connor Clark & Lunn Private Capital.
Chase Moreira is based in Edmonton, Alberta, Canada while working with Connor Clark & Lunn Private Capital.
Chase Moreira has worked for Connor Clark & Lunn Private Capital, Abc Head Start, Td Wealth Private Client Group, Rbc Wealth Management, and Rbc.
Chase Moreira's colleagues at Connor Clark & Lunn Private Capital include Keegan Therrien, Tony Bright, Davyn Webster-Cho, Daniel Wong, Cfa, and Will Newall.
You can use AeroLeads to view verified contact signals for Chase Moreira at Connor Clark & Lunn Private Capital, including work email, phone, and LinkedIn data when available.
Chase Moreira holds Bachelor’S Degree from The University Of Lethbridge.
Chase Moreira is listed with skills including Wealth Management, Investment Advisory, Investment Strategies, Retirement Planning, Investments, Financial Planning, Wealth, and Estate Planning.
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