Investment Advisor
Current
Feb 2021 - Present
AeroLeads people directory · profile
Ivan Borissov, Cim Email & Phone Number
Investment Management and Financial Planning
at
InvestStreamline
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Investment Management and Financial Planning
Location
Greater Toronto Area, Canada, Canada
Who is Ivan Borissov, Cim? Overview
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Quick answer
Ivan Borissov, Cim is listed as Investment Management and Financial Planning at InvestStreamline, based in Greater Toronto Area, Canada, Canada. AeroLeads shows a matched LinkedIn profile for Ivan Borissov, Cim.
Ivan Borissov, Cim previously worked as Investment Advisor at Investstreamline and Investment Consultant at Cibc. Ivan Borissov, Cim holds Economics Ba With Honours, Economics, 8.0 from York University.
Company email context
Email format at InvestStreamline
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InvestStreamline
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Profile bio
About Ivan Borissov, Cim
▪️Economist 📗▪️Fintech enthusiast 👨💻▪️Equities and derivatives 💹
Current workplace
Ivan Borissov, Cim's current company
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8 roles
Ivan Borissov, Cim work experience
A career timeline built from the work history available for this profile.
Investment Consultant
- Using a unique approach to investments: discovering as much as possible about individuals and families and building a "perfect fit" plan to enhance clients' lives- Responsible for finding and creating opportunities to build CIBC’s client base in the local community. - Create partnerships with CIBC Banking Centres to build lasting connections with.
Apr 2017 - Feb 2021
Investment Funds Advisor
- Act as Tangerine’s brand ambassador and a subject-matter expert on investment-related queries - Oversee clients’ accounts and provide sound financial advice, as it pertains to their personal andfinancial profile (KYC). - Conduct risk, time horizon, investment knowledge and objective analysis for individual clients. - Create and close live, organic leads.
Nov 2016 - Mar 2017
Client Services Specialist
- Creating a winning customer service experience - Working closely with other departments within the company; Brokerage Operations, Risk/Credit, Trade Desk, Treasury- Managing each client interaction from first contact to resolution in an effective and efficient manner - Multitasking when managing multiple client support channels ranging from phone.
Dec 2015 - Nov 2016
Customer Service Representative
- Providing exceptional, legendary customer service to TD clientèle.- Responsible for account transactions, whether it is basic day-to-day or business customers.- Risk-assessment of transactions and customer requests.- Engage in sales and offers of special banking services. - Explaining to customers the prospects and developing understanding of other.
Nov 2014 - Nov 2015
Counselor
J Academy: Arts Camp
As a waterfront supervisor and director of recreational programs / activities:- Provide safe environment for kids and counselors responsible for leading activities.- Manage / direct recreational counsellors according to specific programs.- Supervise waterfront; lifeguards, rotations, and enforcement of water-safety rules.
Aug 2010 - Aug 2015
Lifeguard And Swim/Lifesaving Instructor
Feb 2009 - Aug 2015
Instructor/Guard
Health Systems Group
Jul 2012 - Dec 2014
3 education records
Ivan Borissov, Cim education
Economics Ba With Honours, Economics, 8.0
Education record
Newtonbrook Secondary School
Education record
Western Technical Commercial School
FAQ
Frequently asked questions about Ivan Borissov, Cim
Quick answers generated from the profile data available on this page.
What company does Ivan Borissov, Cim work for?
Ivan Borissov, Cim works for InvestStreamline.
What is Ivan Borissov, Cim's role at InvestStreamline?
Ivan Borissov, Cim is listed as Investment Management and Financial Planning at InvestStreamline.
Where is Ivan Borissov, Cim based?
Ivan Borissov, Cim is based in Greater Toronto Area, Canada, Canada while working with InvestStreamline.
What companies has Ivan Borissov, Cim worked for?
Ivan Borissov, Cim has worked for Investstreamline, Cibc, Tangerine, Questrade Financial Group, and Td.
How can I contact Ivan Borissov, Cim?
You can use AeroLeads to view verified contact signals for Ivan Borissov, Cim at InvestStreamline, including work email, phone, and LinkedIn data when available.
What schools did Ivan Borissov, Cim attend?
Ivan Borissov, Cim holds Economics Ba With Honours, Economics, 8.0 from York University.
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