George Galbraith, Cfa

George Galbraith, Cfa Email and Phone Number

Senior Investment Counselor at RBC PH&N Investment Counsel Inc. @ RBC PH&N Investment Counsel
toronto, ontario, canada
George Galbraith, Cfa's Location
Calgary, Alberta, Canada, Canada
George Galbraith, Cfa's Contact Details

George Galbraith, Cfa personal email

n/a
About George Galbraith, Cfa

As an Investment Counselor and licensed Portfolio Manager my focus is working with affluent individuals and families, charitable foundations, and small businesses to develop customized wealth management solutions. My experience includes working with executives, business owners, physicians and charitable entities in determining appropriate and suitable investment policy and investment strategy implementation. I have over 30 years of financial services experience, a degree in economics from the University of Calgary and have been awarded both the Canadian Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) designations. I am a CFA charterholder and a member of both the CFA Institute and the Calgary Society of Financial Analysts.Specialties: Discretionary Portfolio Management, including customized fixed-income solutions; growth and value investing styles; Canadian, US and non-North American large and small cap equities, and alternative investment asset classes.

George Galbraith, Cfa's Current Company Details
RBC PH&N Investment Counsel

Rbc Ph&N Investment Counsel

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Senior Investment Counselor at RBC PH&N Investment Counsel Inc.
toronto, ontario, canada
Website:
rbcphnic.com
Employees:
220
George Galbraith, Cfa Work Experience Details
  • Rbc Ph&N Investment Counsel
    Senior Investment Counselor
    Rbc Ph&N Investment Counsel Apr 2024 - Present
    Calgary, Alberta, Canada
    View
  • Hsbc Private Investment Counsel (Canada) Inc.
    Investment Counselor
    Hsbc Private Investment Counsel (Canada) Inc. Apr 2014 - Mar 2024
  • Connor, Clark, And Lunn Private Capital
    Vice President & Portfolio Manager
    Connor, Clark, And Lunn Private Capital Oct 2007 - Nov 2013
  • Agf Management Limited
    Regional Vp, Sales
    Agf Management Limited Nov 2004 - Oct 2007
    View
  • Mackenzie Financial
    Regional Vp
    Mackenzie Financial Sep 1999 - Nov 2004
    View
  • Cibc Wealth Management
    Regional Sales Manager
    Cibc Wealth Management Jan 1995 - Sep 1999
    Calgary, Canada Area
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  • Cibc
    Senior Account Manager
    Cibc Jan 1990 - Dec 1994
    View

George Galbraith, Cfa Skills

Wealth Management Investments Portfolio Management Investment Strategies Financial Planning Asset Management Equities Alternative Investments Fixed Income Risk Management Economics Retirement Planning Private Equity Finance Securities Financial Services Strategic Financial Planning Wealth Management Services

George Galbraith, Cfa Education Details

Frequently Asked Questions about George Galbraith, Cfa

What company does George Galbraith, Cfa work for?

George Galbraith, Cfa works for Rbc Ph&n Investment Counsel

What is George Galbraith, Cfa's role at the current company?

George Galbraith, Cfa's current role is Senior Investment Counselor at RBC PH&N Investment Counsel Inc..

What is George Galbraith, Cfa's email address?

George Galbraith, Cfa's email address is gg****@****oup.com

What schools did George Galbraith, Cfa attend?

George Galbraith, Cfa attended Cfa Institute, The University Of Calgary.

What skills is George Galbraith, Cfa known for?

George Galbraith, Cfa has skills like Wealth Management, Investments, Portfolio Management, Investment Strategies, Financial Planning, Asset Management, Equities, Alternative Investments, Fixed Income, Risk Management, Economics, Retirement Planning.

Who are George Galbraith, Cfa's colleagues?

George Galbraith, Cfa's colleagues are Jennifer Kennedy, Patrick Ghanem, Cfa, Raman Gill, Mario Escalante-Corcio, Sameer Raina, Cfa, Cfp, Mba, Eric Mancini, Deborah Olsen.

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