Highly motivated and effective Senior Wealth Manager with a 20-year finance career. Experience including Retail Banking, Discount Brokerage, and Full-Service Brokerage. Applies expertise in financial planning and best practices in client service to improve business outcomes. Trained advisors on mutual funds and pooled funds. Create and recommend stock portfolios to high-net-worth clientele. Key skills include:Portfolio Modelling | Sales Leadership | Public Speaking | Coaching and TrainingHigh-Net-Worth Clientele | Meeting Facilitation | Product Knowledge| Interpersonal Relationship Building | Communication | Account Management Proficiencies: Portfolio Manager (Provincial Securities Commission) and Associate Portfolio Manager (CIRO). In 2017, I completed the Canadian Securities Institute's Partners, Directors and Senior Officers Qualifying Exam. In 2015, I was designated with the Canadian Securities Institutes highest honor: • Fellow of the Canadian Securities Institute (FCSI®)
Gary Ko, Cim® Pfp® Fcsi® Cfp® Rrc® Education Details
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Financial Planning Certificate
Frequently Asked Questions about Gary Ko, Cim® Pfp® Fcsi® Cfp® Rrc®
What is Gary Ko, Cim® Pfp® Fcsi® Cfp® Rrc®'s role at the current company?
Gary Ko, Cim® Pfp® Fcsi® Cfp® Rrc®'s current role is Portfolio Manager | HNW Financial Planner.
What schools did Gary Ko, Cim® Pfp® Fcsi® Cfp® Rrc® attend?
Gary Ko, Cim® Pfp® Fcsi® Cfp® Rrc® attended Northern Alberta Institute Of Technology / Nait, Northern Alberta Institute Of Technology / Nait.
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