Ian Maclean, Cfa

Ian Maclean, Cfa Email and Phone Number

Portfolio Manager at Newport Private Wealth @ Newport Private Wealth
toronto, ontario, canada
Ian Maclean, Cfa's Location
Toronto, Ontario, Canada, Canada
Ian Maclean, Cfa's Contact Details

Ian Maclean, Cfa work email

Ian Maclean, Cfa personal email

About Ian Maclean, Cfa

Ian Maclean, Cfa is a Portfolio Manager at Newport Private Wealth at Newport Private Wealth. He possess expertise in sales, personal finance, portfolio management, asset allocation, mutual funds and 11 more skills.

Ian Maclean, Cfa's Current Company Details
Newport Private Wealth

Newport Private Wealth

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Portfolio Manager at Newport Private Wealth
toronto, ontario, canada
Website:
newportprivatewealth.ca
Employees:
53
Ian Maclean, Cfa Work Experience Details
  • Newport Private Wealth
    Portfolio Manager
    Newport Private Wealth Aug 2020 - Present
    Toronto
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  • Hsbc Private Wealth Services (Canada) Inc.
    Vice President & Investment Counsellor
    Hsbc Private Wealth Services (Canada) Inc. Dec 2018 - Aug 2020
    Toronto, Ontario, Canada
  • Hsbc Private Wealth Services (Canada) Inc.
    Investment Counsellor
    Hsbc Private Wealth Services (Canada) Inc. Dec 2016 - Dec 2018
    Toronto
  • Bmo Private Banking
    Investment Counsellor
    Bmo Private Banking Oct 2015 - Oct 2016
    Waterloo, Ontario
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  • Bmo Private Banking
    Portfolio Associate
    Bmo Private Banking Jan 2014 - Oct 2015
    Toronto, Canada Area
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  • Bmo Harris Private Banking
    Portfolio Assistant
    Bmo Harris Private Banking Jan 2013 - Jan 2014
    Toronto, Canada Area
    View
  • Ci Investments Inc. – Canada’S Investment Company
    Inside Sales Representative
    Ci Investments Inc. – Canada’S Investment Company Apr 2011 - Dec 2012
    Toronto, Canada Area
    View
  • Ci Investments Inc. – Canada’S Investment Company
    Client Services Representative
    Ci Investments Inc. – Canada’S Investment Company Nov 2009 - Apr 2011
    Toronto, Canada Area
    View

Ian Maclean, Cfa Skills

Sales Personal Finance Portfolio Management Asset Allocation Mutual Funds Financial Services Relationship Management Asset Management Wealth Management Training Research Customer Service Retirement Planning Segregated Funds Insurance Economics

Ian Maclean, Cfa Education Details

Frequently Asked Questions about Ian Maclean, Cfa

What company does Ian Maclean, Cfa work for?

Ian Maclean, Cfa works for Newport Private Wealth

What is Ian Maclean, Cfa's role at the current company?

Ian Maclean, Cfa's current role is Portfolio Manager at Newport Private Wealth.

What is Ian Maclean, Cfa's email address?

Ian Maclean, Cfa's email address is ia****@****hsbc.ca

What schools did Ian Maclean, Cfa attend?

Ian Maclean, Cfa attended Carleton University, Sheffield Hallam University.

What are some of Ian Maclean, Cfa's interests?

Ian Maclean, Cfa has interest in Children.

What skills is Ian Maclean, Cfa known for?

Ian Maclean, Cfa has skills like Sales, Personal Finance, Portfolio Management, Asset Allocation, Mutual Funds, Financial Services, Relationship Management, Asset Management, Wealth Management, Training, Research, Customer Service.

Who are Ian Maclean, Cfa's colleagues?

Ian Maclean, Cfa's colleagues are Jamie Lloyd, Cim®, Mfa-P™, Andrea Muir, Kevin A. Dean, Cfa, Ciwm, Andrea Whitehead, Andrew Thomson, Alex Meffe, Jansen Shrubb, Mba, Cim®.

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