John Stocking Cim® Ciwm Pfp

John Stocking Cim® Ciwm Pfp Email and Phone Number

Financial Planner and owner @ Evidence Based Finance
Toronto, ON, CA
John Stocking Cim® Ciwm Pfp's Location
Toronto, Ontario, Canada, Canada
John Stocking Cim® Ciwm Pfp's Contact Details

John Stocking Cim® Ciwm Pfp work email

John Stocking Cim® Ciwm Pfp personal email

n/a
About John Stocking Cim® Ciwm Pfp

Providing evidence based financial advice and solutions with a transparent low-cost flat-feeAligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and the Canadian Investment Regulatory Organization (“CIRO”).  Investment services are provided through John Stocking. Only investment-related products and services are offered through ACPI/John Stocking and covered by the CIPF. Financial planning and insurance services are provided through Evidence Based Finance.  Evidence Based Finance is an independent company separate and distinct from ACPI.

John Stocking Cim® Ciwm Pfp's Current Company Details
Evidence Based Finance

Evidence Based Finance

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Financial Planner and owner
Toronto, ON, CA
Website:
evidencebasedfinance.ca
Employees:
2
John Stocking Cim® Ciwm Pfp Work Experience Details
  • Evidence Based Finance
    Financial Planner And Owner
    Evidence Based Finance
    Toronto, On, Ca
    View
  • Aligned Capital Partners Inc.
    Associate Portfolio Manager
    Aligned Capital Partners Inc. Jul 2021 - Present
    Ontario, Canada
    View
  • Aligned Capital Partners Inc.
    Investment Advisor
    Aligned Capital Partners Inc. Jun 2021 - Present
    Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and the Canadian Investment Regulatory Organization (“CIRO”).  Investment services are provided through ACPI, an approved trade name of ACPI.  Only investment-related products and services are offered through ACPI and covered by the CIPF. Financial planning and insurance services are provided through Evidence Based Finance.  Evidence Based Finance  is an independent company separate and distinct from ACPI.
    View
  • Evidencebasedfinance.Ca
    Founder
    Evidencebasedfinance.Ca Jun 2021 - Present
  • Cibc
    Senior Manager, Professional Segment
    Cibc Jul 2019 - Jun 2021
    Toronto, Ontario, Canada
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  • Cibc Wood Gundy
    Associate Investment Adviser
    Cibc Wood Gundy Jul 2018 - Jun 2021
    Toronto, Canada Area
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  • Cibc
    Senior Financial Advisor
    Cibc Jan 2015 - Jul 2018
    View
  • Bmo Nesbitt Burns
    Investment Advisor, Financial Planner
    Bmo Nesbitt Burns Feb 2013 - Dec 2014
    Providing comprehensive wealth solutions and retirement income planning.
    View
  • Macquarie Private Wealth
    Business Development
    Macquarie Private Wealth Jan 2010 - Jul 2012
    Sydney, Australia
    View
  • Rbc
    Account Manager
    Rbc Sep 2005 - Sep 2009
    View

John Stocking Cim® Ciwm Pfp Skills

Wealth Management Equities Investments Portfolio Management Asset Management Financial Markets Financial Modeling Financial Analysis Financial Services Relationship Management Banking Financial Risk Life Insurance Risk Management Structured Products Investment Advisory Retirement Planning Investment Strategies Bloomberg Asset Allocation

John Stocking Cim® Ciwm Pfp Education Details

  • Simon Fraser University
    Simon Fraser University
    Science
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  • Canadian Securities Institute
    Canadian Securities Institute
    Financial Planning And Services
  • Canadian Securities Institute
    Canadian Securities Institute
    Financial Planning And Services
  • Canadian Securities Institute
    Canadian Securities Institute
    Certified International Wealth Manager

Frequently Asked Questions about John Stocking Cim® Ciwm Pfp

What company does John Stocking Cim® Ciwm Pfp work for?

John Stocking Cim® Ciwm Pfp works for Evidence Based Finance

What is John Stocking Cim® Ciwm Pfp's role at the current company?

John Stocking Cim® Ciwm Pfp's current role is Financial Planner and owner.

What is John Stocking Cim® Ciwm Pfp's email address?

John Stocking Cim® Ciwm Pfp's email address is jo****@****cibc.ca

What schools did John Stocking Cim® Ciwm Pfp attend?

John Stocking Cim® Ciwm Pfp attended Simon Fraser University, Canadian Securities Institute, Canadian Securities Institute, Canadian Securities Institute.

What skills is John Stocking Cim® Ciwm Pfp known for?

John Stocking Cim® Ciwm Pfp has skills like Wealth Management, Equities, Investments, Portfolio Management, Asset Management, Financial Markets, Financial Modeling, Financial Analysis, Financial Services, Relationship Management, Banking, Financial Risk.

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