Leanne M. Mamchur, Cfa, Cfp, Fma, Mfa-P Email and Phone Number
Leanne M. Mamchur, Cfa, Cfp, Fma, Mfa-P work email
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Leanne M. Mamchur, Cfa, Cfp, Fma, Mfa-P personal email
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With authoring the Wealth Confidence series of books, I hope to share information relevant to Canadian Investors to improving accessibility of this topic through choice of language, relatable stories and sequential steps. Sharing knowledge and growing in the process; makes it all worthwhile!To learn more visit: www.wealthconfidence.ca or call me directly at 403-680-3173Continually improving my craft is important to me. I am an avid reader and I hold the Chartered Financial Analyst (CFA) designation, the Certified Financial Planner (CFP) designation, the Financial Management Advisor (FMA) designation as well as the Master Financial Advisor in Philanthropy. In addition, I am fluently bilingual in Spanish due a desire to understand my in-laws and be in the loop!Professionally I hold the role of Senior Portfolio Manager with CIBC Private Wealth.Originally from northern Saskatchewan, I moved to Alberta in 1998 and have lived in Calgary since 2009 with my husband Pablo and our two daughters, Ivanna and Delia. In my free moments, I enjoy philanthropy, baking bread with my girls, traveling, snorkeling, tobogganing, biking, the backcountry, art and playing the piano.
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Author Of The Wealth Confidence Book Series - For Canadian InvestorsWealth Confidence Mar 2023 - PresentCanadaWith authoring the Wealth Confidence series of books, I hope to share information relevant to Canadian Investors to improving accessibility of this topic through choice of language, relatable stories and sequential steps. Sharing knowledge and growing in the process; makes it all worthwhile!www.WealthConfidence.caTitles in the series: 1) The Divorce edition (published September 2023) - penned for women2) The Widow edition (published November 2023) - penned for women3) Companion Book - Introduction to Investing (September 2024) - for everyone4) Companion Book - 10 Behavioural Finance Biases (Sept 2024) - for everyone5) The Business Owner edition (to be written shortly)6) The Farmer edition (to be written shortly)7) The Inheritor edition (to be written shortly)8) The Power of Attorney and Executor edition (to be written shortly)9) The Philanthropy edition (to be written shortly)
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Senior Portfolio ManagerCibc Private Wealth - Cibc Family Office 2020 - PresentAlberta, Saskatchewan And Bc
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Senior Portfolio ManagerCibc Private Wealth 2020 - PresentCalgary, Alberta, Canada
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Private Client Partner And AdvocateFinance Industry 2002 - PresentCalgary, Alberta, Canada
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Investment CounsellorRbc Ph&N Investment Counsel 2011 - 2020Calgary -
Investment AdvisorServus Credit Union/Credential Securities 2006 - 2011 -
Investment SpecialistCredential Asset Management / Servus Credit Union 2004 - 2006
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Personal Banking OfficerScotiabank 2002 - 2004
Leanne M. Mamchur, Cfa, Cfp, Fma, Mfa-P Skills
Leanne M. Mamchur, Cfa, Cfp, Fma, Mfa-P Education Details
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Knowledge BureauPhilanthropy -
Cfa InstituteChartered Financial Analyst (Cfa) Charterholder
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Canadian Securities InstituteFinancial Management Advisor (Fma)
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Fp CanadaCertified Financial Planner (Cfp)
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International Business Strong Minor In Finance
Frequently Asked Questions about Leanne M. Mamchur, Cfa, Cfp, Fma, Mfa-P
What company does Leanne M. Mamchur, Cfa, Cfp, Fma, Mfa-P work for?
Leanne M. Mamchur, Cfa, Cfp, Fma, Mfa-P works for Cibc Private Wealth
What is Leanne M. Mamchur, Cfa, Cfp, Fma, Mfa-P's role at the current company?
Leanne M. Mamchur, Cfa, Cfp, Fma, Mfa-P's current role is Mother | Author of the Wealth Confidence series of books | Senior Portfolio Manager | I aim to translate financial complexity and strategize for divorces, widows, business owners, farmers, retirees, and inheritors..
What is Leanne M. Mamchur, Cfa, Cfp, Fma, Mfa-P's email address?
Leanne M. Mamchur, Cfa, Cfp, Fma, Mfa-P's email address is le****@****ail.com
What schools did Leanne M. Mamchur, Cfa, Cfp, Fma, Mfa-P attend?
Leanne M. Mamchur, Cfa, Cfp, Fma, Mfa-P attended Knowledge Bureau, Cfa Institute, Canadian Securities Institute, Fp Canada, University Of Alberta.
What skills is Leanne M. Mamchur, Cfa, Cfp, Fma, Mfa-P known for?
Leanne M. Mamchur, Cfa, Cfp, Fma, Mfa-P has skills like Estate Planning, Portfolio Management, High Net Worth Individuals, Strategic Financial Planning, Investment Strategies, Credit Analysis, Investments, Asset Management, Consumer Lending, Retirement Planning, Financial Services, Wealth.
Who are Leanne M. Mamchur, Cfa, Cfp, Fma, Mfa-P's colleagues?
Leanne M. Mamchur, Cfa, Cfp, Fma, Mfa-P's colleagues are Deepta Rayner, Mba, Ccxp, Pmc-Ii, William Caradonna, Pfp®, James Alexander-Webber, Lavish Gill, Emely Umaña, Weiwei Zhao, Ryan Thomson.
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