I aim to create strong and lasting relationships with clients, providing them with quality service. I offer unbiased independent financial advice and investment management services to construct portfolios with investment solutions that are well positioned for long term growth.
Aesica Financial / Optimize Wealth Management
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Wealth Planner And Certified Financial PlannerAesica Financial / Optimize Wealth ManagementSherwood Park, Ab, Ca
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Wealth Planner / Certified Financial PlannerAesica Financial / Optimize Wealth Management Oct 2021 - PresentSherwood Park, Alberta, Canada
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Certified Financial PlannerAesica Financial / Fundex Investments Inc. Mar 2020 - Oct 2021Sherwood Park, Alberta, Canada
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Certified Financial PlannerEquate Financial Management / Fundex Investments Inc. May 2019 - Mar 2020Edmonton, Alberta, Canada
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Financial AssistantEquate Financial Management / Fundex Investments Inc. May 2016 - May 2019Edmonton, Alberta, Canada
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Personal Banking SpecialistAtb Financial Sep 2013 - May 2016Sherwood Park, Alberta, Canada
Mathew Conniff, B.Comm., Cfp, Cim Education Details
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Macewan UniversityAccounting
Frequently Asked Questions about Mathew Conniff, B.Comm., Cfp, Cim
What company does Mathew Conniff, B.Comm., Cfp, Cim work for?
Mathew Conniff, B.Comm., Cfp, Cim works for Aesica Financial / Optimize Wealth Management
What is Mathew Conniff, B.Comm., Cfp, Cim's role at the current company?
Mathew Conniff, B.Comm., Cfp, Cim's current role is Wealth Planner and Certified Financial Planner.
What schools did Mathew Conniff, B.Comm., Cfp, Cim attend?
Mathew Conniff, B.Comm., Cfp, Cim attended Macewan University.
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