Miles Clyne

Miles Clyne Email and Phone Number

Portfolio Manager at Q Wealth Partners @ Quintessence Wealth
Langley, BC, CA
Miles Clyne's Location
Langley, British Columbia, Canada, Canada
Miles Clyne's Contact Details

Miles Clyne personal email

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Miles Clyne phone numbers

About Miles Clyne

My passion is putting together portfolios for my clients that they simply can’t get anywhere else. You don’t have to be a mechanic or an engineer to buy a car that is well built and will last. In the same way, with us you don’t have to be a financial analyst to get a portfolio that will serve and can adapt as needed for you at any stage of your life.Years ago, I was a firefighter. Giving back to family and community has always been a large part of my life, and service to others has always been a value that I hold close. I know what it feels like for a hardworking citizen to be taken advantage of, and therefore my approach is full transparency, open communication, and properly educating our clients.Now, over two decades later, clients who have come to me for consistent growth opportunities have stayed on for our integrity as well. At Q Wealth, our specialized platform offers the unique ability to customize for the long-run, just like we will be here for you for the long-run.

Miles Clyne's Current Company Details
Quintessence Wealth

Quintessence Wealth

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Portfolio Manager at Q Wealth Partners
Langley, BC, CA
Miles Clyne Work Experience Details
  • Quintessence Wealth
    Portfolio Manager At Q Wealth Partners
    Quintessence Wealth
    Langley, Bc, Ca
  • Quintessence Wealth
    Portfolio Manager At Q Wealth Partners
    Quintessence Wealth Oct 2022 - Present
  • Leede Jones Gable Inc.
    Portfolio Manager
    Leede Jones Gable Inc. Jul 2017 - Mar 2023
    Langley, Bc
  • Tycuda Group At Macdougall Investment Counsel Inc.
    Founder
    Tycuda Group At Macdougall Investment Counsel Inc. 2014 - Sep 2016
    Langley, Bc
    ✯ Tycuda Group utilizes specialized models and sub-models which incorporate very specific algorithms in order to provide our investors an experience second to none. Our proprietary software gives our clients a special insight into the future potential of their portfolios – a proverbial test drive of our products. We go the extra mile to ensure that our clients are well informed. ✯ The processes we developed needed to be at an institution that focused on both the uniqueness of their… Show more ✯ Tycuda Group utilizes specialized models and sub-models which incorporate very specific algorithms in order to provide our investors an experience second to none. Our proprietary software gives our clients a special insight into the future potential of their portfolios – a proverbial test drive of our products. We go the extra mile to ensure that our clients are well informed. ✯ The processes we developed needed to be at an institution that focused on both the uniqueness of their clients and their advisors. Canada’s oldest, and arguably the most respected firm as I’ve found out, is driven by the need to be better. It is not driven to be Canada’s largest firm, but to be Canada’s best.✯ We strive to be the trusted source for investor needs. Integrity is the cornerstone upon which I’ve built my career, and Tycuda Group is no different. Our unique disciplines deliver solutions that only experience and informed analytics can bring. AS THE FOUNDER OF TYCUDA GROUP, I… ✔ Design portfolios to capture a wide variety of needs, with an emphasis on customized investment strategies that consistently outpace the market✔ Help investors understand their choices and the consequences of these choices against the industry from a practical perspective ✔ Am actively looking for opportunities in the market to best serve our clients by analyzing critical indicators of long-term market trends and moving averages. I SPECIALIZE IN….✔ Risk, return, and recovery ✔ Technical analysis ✔ Wealth management ✔ Strategic portfolio management ✔ Defined Contribution Plan (DCP) management ✔ Corporate cash management ✔ Institutional and endowment fund management Show less
  • Raymond James Ltd.
    Portfolio Manager
    Raymond James Ltd. Oct 2007 - Dec 2014
    Abbotsford, Bc
    At Raymond James Ltd. I had the opportunity to continue with the development and apply the tools I’d been crafting. My team made huge strides in all aspects of our software. In the pursuit of excellence for our clients, we strove to find better ways to manage money and discovered a number of effective strategies to make meaningful differences.
  • Cibc Wood Gundy
    Investment Advisor
    Cibc Wood Gundy Sep 1999 - Sep 2007
    Prince George, Bc
    At Wood Gundy I saw the need to develop a different set of investment tools. A constantly growing difference in opinions on how to manage investor’s assets made it necessary to part paths with the bank.
  • Merrill Lynch
    Investment Advisor
    Merrill Lynch Jan 1998 - Aug 1999
    Prince George, Bc
    I couldn’t have asked for a better firm to start my career at. I was invited to Merrill’s educational center in Princeton, NJ several times to participate in their advisor education programs focusing on high net worth investors. Unfortunately, Merrill Lynch’s retail operations in Canada were sold and I found myself working for a bank owned brokerage firm.

Miles Clyne Skills

Investments Investment Strategies Portfolio Management Investment Advisory Wealth Management Equities Mutual Funds Securities Finance Asset Management Retirement Planning Financial Advisory Financial Planning Strategic Financial Planning Asset Allocation Management Alternative Investments Leadership

Miles Clyne Education Details

  • Canadian Securities Institute
    Canadian Securities Institute

Frequently Asked Questions about Miles Clyne

What company does Miles Clyne work for?

Miles Clyne works for Quintessence Wealth

What is Miles Clyne's role at the current company?

Miles Clyne's current role is Portfolio Manager at Q Wealth Partners.

What is Miles Clyne's email address?

Miles Clyne's email address is mc****@****ble.com

What is Miles Clyne's direct phone number?

Miles Clyne's direct phone number is +160422*****

What schools did Miles Clyne attend?

Miles Clyne attended Canadian Securities Institute.

What skills is Miles Clyne known for?

Miles Clyne has skills like Investments, Investment Strategies, Portfolio Management, Investment Advisory, Wealth Management, Equities, Mutual Funds, Securities, Finance, Asset Management, Retirement Planning, Financial Advisory.

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