Christian Farstad, Cfa

Christian Farstad, Cfa Email and Phone Number

Branch Manager, Senior Wealth Advisor & Portfolio Manager @ Scotia Wealth Management
Christian Farstad, Cfa's Location
West Vancouver, British Columbia, Canada, Canada
Christian Farstad, Cfa's Contact Details

Christian Farstad, Cfa personal email

n/a
About Christian Farstad, Cfa

A portfolio manager building customized tax-effective portfolios that reflect client's income, capital preservation and growth needs, while staying mindful of their risk tolerance and personal, ethical or social responsibility considerations.Christian is a Chartered Financial Analyst (CFA), Responsible Investment Advisor (RIAC), Certified Investment Manager (CIM) and Fellow of the Canadian Securities Industry (FCSI).Specialties: Total Wealth Planning, retirement planning, investment planning, portfolio management, critical illness insurance, long term care insurance, annuities, guaranteed minimum withdrawal plans, estate planning, charitable giving and bringing all this together in a manageable, easy to understand way.

Christian Farstad, Cfa's Current Company Details
Scotia Wealth Management

Scotia Wealth Management

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Branch Manager, Senior Wealth Advisor & Portfolio Manager
Website:
scotiawealthmanagement.com
Employees:
3
Christian Farstad, Cfa Work Experience Details
  • Scotia Wealth Management
    Branch Manager & Portfolio Manager
    Scotia Wealth Management Sep 2022 - Present
    West Vancouver, British Columbia, Canada
    View
  • Scotia Wealth Management
    Portfolio Manager
    Scotia Wealth Management Oct 2008 - Present
    Vancouver, Canada Area
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Christian Farstad, Cfa Skills

Retirement Planning Investments Strategic Financial Planning Portfolio Management Leadership Strategic Planning Investment Strategies Retirement Estate Planning Fixed Annuities Securities Entrepreneurship Dispute Resolution Wealth Management Finance Wealth High Net Worth Individuals Financial Planning Mutual Funds Management Investment Advisory Change Management Financial Analysis Investment Management Event Management Public Speaking Bonds Asset Allocation Alternative Investments Risk Management Wealth Management Services Asset Management Financial Advisory Etfs

Christian Farstad, Cfa Education Details

  • Principles For Responsible Investing Academy
    Principles For Responsible Investing Academy
    Responsible Investments And Securities
  • Association Of Investment Management & Research
    Association Of Investment Management & Research
    Chartered Financial Analyst
  • Athabasca University
    Athabasca University
    Applied Studies Business
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  • Canadian Securities Institute
    Canadian Securities Institute
    Fellow Of The Canadian Securities Institute

Frequently Asked Questions about Christian Farstad, Cfa

What company does Christian Farstad, Cfa work for?

Christian Farstad, Cfa works for Scotia Wealth Management

What is Christian Farstad, Cfa's role at the current company?

Christian Farstad, Cfa's current role is Branch Manager, Senior Wealth Advisor & Portfolio Manager.

What is Christian Farstad, Cfa's email address?

Christian Farstad, Cfa's email address is ch****@****eod.com

What schools did Christian Farstad, Cfa attend?

Christian Farstad, Cfa attended Principles For Responsible Investing Academy, Association Of Investment Management & Research, Athabasca University, Canadian Securities Institute.

What are some of Christian Farstad, Cfa's interests?

Christian Farstad, Cfa has interest in Traveling, Cycling And Exercising, Snow Boarding, Reading, Hiking, Camping, My Children.

What skills is Christian Farstad, Cfa known for?

Christian Farstad, Cfa has skills like Retirement Planning, Investments, Strategic Financial Planning, Portfolio Management, Leadership, Strategic Planning, Investment Strategies, Retirement, Estate Planning, Fixed Annuities, Securities, Entrepreneurship.

Who are Christian Farstad, Cfa's colleagues?

Christian Farstad, Cfa's colleagues are Tania Muñoz, Angela Benjamin (Lama), Elizabeth Hosein, Spencer Garner, Alexandra Power, Cim, Katherine Wong, Michelle Rosa.

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