Lead Investment Advisor
CurrentAdvisory and Investment Management services to Individual Investors & Group Pension Plans
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@rogers.com
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Johnathan Douglas Fcsi, Cim is listed as Lead Investment Advisor at ScotiaMcLeod, a with 62849 employees, based in Toronto, Ontario, Canada. AeroLeads shows a work email signal at rogers.com and a matched LinkedIn profile for Johnathan Douglas Fcsi, Cim.
Johnathan Douglas Fcsi, Cim previously worked as Investment Associate The Robinson Group at Scotiamcleod and Portfolio Manager at Accilent Capital Management.
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AeroLeads found 1 current-domain work email signal for Johnathan Douglas Fcsi, Cim. Compare company email patterns before reaching out.
Versatile, diligent and customer focused Investment Professional with over 20 years of successful front and back office experience. Demonstrated experience in building strong and lasting client relationships. Investment industry subject matter expert who excels at professional account management through strong interpersonal skills and ability to guide effective decision making. Genuine passion in maintaining positive relationships with clients and colleagues that support both client and corporate objectives.
Listed skills include Investments, Portfolio Management, Securities, Derivatives, and 16 others.
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40 King St. West, 15Th Floor, Toronto, Ontario M5H 3Y2
Advisory and Investment Management services to Individual Investors & Group Pension Plans
Toronto, Canada Area
Assist with the creation, monitoring and management of natural resource portfolios - "Top Down" macro picture, secular trends etc. "Bottom Up" individual security selection Provide wholesaling coverage to representatives in Ontario and Eastern CanadaHandle settlements, corporate reorganizations, CFO functions and derivative security valuations
Toronto, Canada Area
Specialty DeskDerivatives - employee stock options, warrant exercise, monthly option expiry report, rights offeringsCorporate Reorganization - Stock splits and consolidations, mergers, spin offs and the likeTraining - Provided the new hires training for Derivatives and Corporate Reorganization Support - Contact person for all Reorganization and Derivative queries from representatives and clients
Toronto, Canada Area
Trading and advisory to small institutions and mutual funds Focused on opportunities in small cap companies in Canada and the United States
Toronto, Canada Area
Business Development - Continued to build the business through a focus on client referrals Portfolio Management - Constructed portfolios using strategic asset allocation with both individual securities and mutual funds. Made tactical moves when warrantedTrading - Worked with active traders, long positions, short sales, risk arbitrage and derivatives
Toronto, Canada Area
Business Development – Built a client book from scratch, using cold calling, seminars and eventually referrals Portfolio Management - Constructed portfolios using strategic asset allocation with both individual securities and mutual funds. Made tactical moves when warrantedTrading - Worked with active traders, long positions, short sales, risk arbitrage and derivatives
Other employees you can reach at scotiabank.com. View company contacts for 62849 employees →
Omar Ortiz
Colleague at ScotiamcleodMexico City, Mexico
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OB
Onnie Beckstead
Colleague at ScotiamcleodAirdrie, Alberta, Canada
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BF
Bernie Fobert
Colleague at ScotiamcleodCanada
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AQ
Alejandro Quintero
Colleague at ScotiamcleodMexico
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AL
Arturo Luis Chavez Aguero
Colleague at ScotiamcleodPuerto Bermudez, San Martín, Peru
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LM
Lisbeth Mercado
Colleague at ScotiamcleodDominican Republic
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NR
Nafisa Rezwan
Colleague at ScotiamcleodToronto, Ontario, Canada
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KW
Kristin Wilson
Colleague at ScotiamcleodCanada
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MJ
Mayra Janet Romo Campos
Colleague at ScotiamcleodGuadalajara, Jalisco, Mexico
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RZ
Rosario Zamora Delgado
Colleague at ScotiamcleodPeru
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Quick answers generated from the profile data available on this page.
Johnathan Douglas Fcsi, Cim works for ScotiaMcLeod.
Johnathan Douglas Fcsi, Cim is listed as Lead Investment Advisor at ScotiaMcLeod.
AeroLeads has found 1 work email signal at @rogers.com for Johnathan Douglas Fcsi, Cim at ScotiaMcLeod.
Johnathan Douglas Fcsi, Cim is based in Toronto, Ontario, Canada while working with ScotiaMcLeod.
Johnathan Douglas Fcsi, Cim has worked for Scotiamcleod, Accilent Capital Management, M Partners, Mackie Research Capital, and Bmo Nesbitt Burns.
Johnathan Douglas Fcsi, Cim's colleagues at ScotiaMcLeod include Omar Ortiz, Onnie Beckstead, Bernie Fobert, Alejandro Quintero, and Arturo Luis Chavez Aguero.
You can use AeroLeads to view verified contact signals for Johnathan Douglas Fcsi, Cim at ScotiaMcLeod, including work email, phone, and LinkedIn data when available.
Johnathan Douglas Fcsi, Cim is listed with skills including Investments, Portfolio Management, Securities, Derivatives, Mutual Funds, Financial Services, Investment Strategies, and Asset Allocation.
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