Marc De Leeuw, Cfa, Cfp
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Marc De Leeuw, Cfa, Cfp Email & Phone Number

Investment Counselor at Value Partners Investments
Location: Winnipeg, Manitoba, Canada 7 work roles 4 schools
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Current company
Value Partners Investments
Role
Investment Counselor
Location
Winnipeg, Manitoba, Canada
Company size
47 employees

Who is Marc De Leeuw, Cfa, Cfp? Overview

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Quick answer

Marc De Leeuw, Cfa, Cfp is listed as Investment Counselor at Value Partners Investments, a with 47 employees, based in Winnipeg, Manitoba, Canada. AeroLeads shows a matched LinkedIn profile for Marc De Leeuw, Cfa, Cfp.

Marc De Leeuw, Cfa, Cfp previously worked as Investment Funds Advisor at Worldsource Financial Management and Business Development Representative at Encasa Financial. Marc De Leeuw, Cfa, Cfp holds Cfa Charterholder from Cfa Institute.

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Email format at Value Partners Investments

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Value Partners Investments

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Profile bio

About Marc De Leeuw, Cfa, Cfp

Finance professional with broad and diverse work experience. Focused and reliable, whether dealing with large global customers in a contract management role, or dealing with corporate or individual clients and their wealth planning needs. Always striving to become better and more knowledgeable in work and in life. Advanced knowledge in investments and banking, financial planning, P&L management, financial reporting and forecasting, and client services.

Listed skills include Microsoft Excel, Financial Forecasting, Client Services, Analytical Skills, and 26 others.

Current workplace

Marc De Leeuw, Cfa, Cfp's current company

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Value Partners Investments
Value Partners Investments
Investment Counselor
winnipeg, manitoba, canada
Website
valuepartnersinvestments.ca
Employees
47
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Company profile
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7 roles · 15 years

Marc De Leeuw, Cfa, Cfp work experience

A career timeline built from the work history available for this profile.

Investment Funds Advisor

Worldsource Financial Management

Toronto, Ontario, Canada

Mutual Funds are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. Additional Services are provided through Encasa Financial Inc.

Oct 2019 - May 2021

Business Development Representative

Encasa Financial

Toronto, Canada Area

Oct 2019 - May 2021

Senior Financial Services Representative

Cibc
Nov 2018 - Oct 2019

Contract Manager

Bt

Budapest, Hungary

- Responsible for financial and operational performance of a major contract with one of BT's largest global customers - Customer facing contact and key commercial contact between customer and BT sales & service teams.- End-to-end ownership including P&L management, forecasting, inventory management, and risk management- Provide commercial review and approval for major contract expenditures- Responsible for the overall profitability of the contract (billing, cost control, revenue assurance, resource management)- Present a comprehensive overview of the contract to senior management monthly (P&L, forecast, risks & opportunities, etc.)- Single point of contact for all contract related issues.

Oct 2015 - Aug 2018

Associate Investment Advisor

Bmo Nesbitt Burns

Winnipeg, Canada

Advised high net worth clients on investments through a comprehensive wealth planning approach that included the use of equities, bonds, GICs, mutual funds, and life insurance vehicles. Facilitated trades, provided advice, and produced investment plans to meet our clients' investment goals. Followed the market closely and provided daily updates of global financial news to clients and prospective clients. AUM of $50M+

2013 - 2015 ~2 yrs

Account Manager

Rbc

Winnipeg, Canada

Provided financial advice and managed clients’ banking needs through mutual fund investments, GICs, credit facilities, bank accounts, and mortgage vehicles. Built lasting relationships with clients in an advisory role.

2012 - 2013 ~1 yr
Team & coworkers

Colleagues at Value Partners Investments

Other employees you can reach at valuepartnersinvestments.ca. View company contacts for 47 employees →

MK Marcus Kouri Marcus Kouri Colleague at Value Partners InvestmentsSwift Current 137, Saskatchewan, Canada View → DA David Atkins, Cfa David Atkins, Cfa Colleague at Value Partners InvestmentsWinnipeg, Manitoba, Canada View → DB Dean B. Dean B. Colleague at Value Partners InvestmentsWinnipeg, Manitoba, Canada View → ZC Zach Court Zach Court Colleague at Value Partners InvestmentsWinnipeg, Manitoba, Canada View → CC Carissa Coelho Carissa Coelho Colleague at Value Partners InvestmentsGreater Winnipeg Metropolitan Area, Canada View → KR Kelly Render Lazarenko, B. Comm. (Hons) Kelly Render Lazarenko, B. Comm. (Hons) Colleague at Value Partners InvestmentsWinnipeg, Manitoba, Canada View → CM Catherine Mapili Catherine Mapili Colleague at Value Partners InvestmentsWinnipeg, Manitoba, Canada View → MF Matthew Ferraro Matthew Ferraro Colleague at Value Partners InvestmentsNorth Vancouver, British Columbia, Canada View → RV Renz Vallarta Renz Vallarta Colleague at Value Partners InvestmentsWinnipeg, Manitoba, Canada View → JR Jerome Regadio Jerome Regadio Colleague at Value Partners InvestmentsWinnipeg, Manitoba, Canada View →
4 education records

Marc De Leeuw, Cfa, Cfp education

Cfa Charterholder

Cfa Institute

Scored in the top 10% for all 3 levels and passed each in the first attempt

Education record

Canadian Securities Institute
FAQ

Frequently asked questions about Marc De Leeuw, Cfa, Cfp

Quick answers generated from the profile data available on this page.

What company does Marc De Leeuw, Cfa, Cfp work for?

Marc De Leeuw, Cfa, Cfp works for Value Partners Investments.

What is Marc De Leeuw, Cfa, Cfp's role at Value Partners Investments?

Marc De Leeuw, Cfa, Cfp is listed as Investment Counselor at Value Partners Investments.

Where is Marc De Leeuw, Cfa, Cfp based?

Marc De Leeuw, Cfa, Cfp is based in Winnipeg, Manitoba, Canada while working with Value Partners Investments.

What companies has Marc De Leeuw, Cfa, Cfp worked for?

Marc De Leeuw, Cfa, Cfp has worked for Value Partners Investments, Worldsource Financial Management, Encasa Financial, Cibc, and Bt.

Who are Marc De Leeuw, Cfa, Cfp's colleagues at Value Partners Investments?

Marc De Leeuw, Cfa, Cfp's colleagues at Value Partners Investments include Marcus Kouri, David Atkins, Cfa, Dean B., Zach Court, and Carissa Coelho.

How can I contact Marc De Leeuw, Cfa, Cfp?

You can use AeroLeads to view verified contact signals for Marc De Leeuw, Cfa, Cfp at Value Partners Investments, including work email, phone, and LinkedIn data when available.

What schools did Marc De Leeuw, Cfa, Cfp attend?

Marc De Leeuw, Cfa, Cfp holds Cfa Charterholder from Cfa Institute.

What skills is Marc De Leeuw, Cfa, Cfp known for?

Marc De Leeuw, Cfa, Cfp is listed with skills including Microsoft Excel, Financial Forecasting, Client Services, Analytical Skills, Account Management, Management, Financial Services, and Communication.

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