Jim Bantis Email and Phone Number
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Jim Bantis personal email
Jim Bantis phone numbers
Everyone’s vision of financial success is unique. Relentless in our commitment to client service, we at Ascendant Wealth Partners make it our mission to understand yours and help you achieve it. As a founding partner and senior portfolio manager at Ascendant Wealth Partners, I lean on more than 30 years of investment and finance experience including Head of Canadian Equity Research at a global investment bank and, most recently, a Vice-Chair and member of the Asset Allocation and Investment committees at a leading Canadian wealth management boutique. I work closely with private families, foundations, and institutions to develop and implement an overall financial strategy, manage their investments, and execute their bespoke wealth plans. For clients with international ties, particularly to the United States, I draw on considerable experience working with families in different parts of the world. Discover what 100 years of collective expertise backed by the resources of Canada’s largest wealth management firm can do for you at ascendantwealthpartners.com.
Ascendant Wealth Partners Of Rbc Dominion Securities
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Senior Portfolio Manager, Ascendant Wealth PartnersAscendant Wealth Partners Of Rbc Dominion Securities Apr 2023 - PresentToronto, Ontario, Canada
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Board, Finance And Audit Committee MemberCamh Foundation Jun 2015 - PresentToronto, Canada Area -
Executive Vice-President And Head Of Client Wealth ManagementGluskin Sheff + Associates Inc. 2010 - Apr 2023Toronto, Canada AreaGluskin Sheff + Associates Inc. is one of Canada’s pre-eminent wealth management firms. Founded in 1984 and serving high net worth private clients and institutional investors, we are dedicated to meeting the needs of our clients by delivering strong, risk-adjusted returns together with the highest level of personalized client service. For more information, please visit: http://www.gluskinsheff.com. -
Director Equity ResearchCredit Suisse 1999 - 2010Toronto, Canada Area -
Financial Services Analyst, Equity Research CanadaTd 1994 - 1998 -
Manager Audit / InsolvencyPwc Canada 1988 - 1993Toronto, Ontario, Canada
Jim Bantis Skills
Jim Bantis Education Details
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Audit, Insolvency -
Bachelor Of Commerce (Bcom)
Frequently Asked Questions about Jim Bantis
What company does Jim Bantis work for?
Jim Bantis works for Ascendant Wealth Partners Of Rbc Dominion Securities
What is Jim Bantis's role at the current company?
Jim Bantis's current role is Senior Portfolio Manager, Ascendant Wealth Partners / Board Member, CAMH Foundation.
What is Jim Bantis's email address?
Jim Bantis's email address is jb****@****eff.com
What is Jim Bantis's direct phone number?
Jim Bantis's direct phone number is +141668*****
What schools did Jim Bantis attend?
Jim Bantis attended Chartered Professional Accountants Of Canada (Cpa Canada), University Of Toronto.
What are some of Jim Bantis's interests?
Jim Bantis has interest in Children, Education, Health.
What skills is Jim Bantis known for?
Jim Bantis has skills like Portfolio Management, Wealth Management, Risk Management, Capital Markets, Investments, Equities, Equity Research, Hedge Funds, Corporate Finance, Financial Analysis, Financial Modeling, Bloomberg.
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James Bantis
Investment Analyst | Ms In Finance From University Of Colorado, BoulderBentonville, Ar2atb.com, myfw.com -
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