Jason Longshaw, Cmt Cim

Jason Longshaw, Cmt Cim Email and Phone Number

Senior Investment Advisor @ Wellington-Altus Private Wealth
Calgary, AB, CA
Jason Longshaw, Cmt Cim's Location
Calgary, Alberta, Canada, Canada
Jason Longshaw, Cmt Cim's Contact Details

Jason Longshaw, Cmt Cim work email

Jason Longshaw, Cmt Cim personal email

n/a
About Jason Longshaw, Cmt Cim

I believe the advisor-client relationship is one based on trust and that the client’s needs must always be put first.Since becoming a Financial Advisor in 2007, I focus on delivering unbiased advice while implementing a comprehensive approach to the financial goals & challenges that professionals, business owners and retirees face. Ibelieve that any investment strategy must serve the purpose to meet the financial plan & financial goals of hisclients while ensuring that strategy is also reflective of their personality.

Jason Longshaw, Cmt Cim's Current Company Details
Wellington-Altus Private Wealth

Wellington-Altus Private Wealth

View
Senior Investment Advisor
Calgary, AB, CA
Website:
advisor.wellington-altus.ca/westoakfamilyoffice
Employees:
9
Jason Longshaw, Cmt Cim Work Experience Details
  • Wellington-Altus Private Wealth
    Senior Investment Advisor
    Wellington-Altus Private Wealth
    Calgary, Ab, Ca
    View
  • Wellington-Altus Private Wealth
    Senior Investment Advisor
    Wellington-Altus Private Wealth Nov 2020 - Present
    View
  • Atb Securities Inc.
    Financial Advisor
    Atb Securities Inc. Jan 2009 - Nov 2020
    Calgary, Canada Area
    I advise clients on how to attain their financial goals using proven investment methodologies & strategies.
  • Atb Investor Services
    Investment Fund Specialist
    Atb Investor Services Sep 2007 - Jan 2009
    Calgary, Canada Area

Jason Longshaw, Cmt Cim Skills

Financial Planning Asset Management Investments Securities Portfolio Management Retirement Planning Mutual Funds Investment Strategies Financial Advisory Technical Analysis Wealth Management Asset Allocation Wealth Management Services Investment Advisory Retirement Wealth Risk Management Equity Research Capital Markets Investment Management Trading High Net Worth Individuals Bonds Bloomberg Equities Pensions Financial Markets Financial Planners Strategic Financial Planning

Frequently Asked Questions about Jason Longshaw, Cmt Cim

What company does Jason Longshaw, Cmt Cim work for?

Jason Longshaw, Cmt Cim works for Wellington-Altus Private Wealth

What is Jason Longshaw, Cmt Cim's role at the current company?

Jason Longshaw, Cmt Cim's current role is Senior Investment Advisor.

What is Jason Longshaw, Cmt Cim's email address?

Jason Longshaw, Cmt Cim's email address is jl****@****atb.com

What skills is Jason Longshaw, Cmt Cim known for?

Jason Longshaw, Cmt Cim has skills like Financial Planning, Asset Management, Investments, Securities, Portfolio Management, Retirement Planning, Mutual Funds, Investment Strategies, Financial Advisory, Technical Analysis, Wealth Management, Asset Allocation.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.