Miles Clyne Email & Phone Number
@qwealth.com
1 phone found area 604
LinkedIn matched
Who is Miles Clyne? Overview
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Miles Clyne is listed as Portfolio Manager at Q Wealth Partners at Quintessence Wealth, based in Langley, British Columbia, Canada. AeroLeads shows a work email signal at qwealth.com, phone signal with area code 604, and a matched LinkedIn profile for Miles Clyne.
Miles Clyne previously worked as Portfolio Manager at Leede Jones Gable Inc. and Founder at Tycuda Group At Macdougall Investment Counsel Inc.. Miles Clyne studied at Canadian Securities Institute.
Email format at Quintessence Wealth
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AeroLeads found 1 current-domain work email signal for Miles Clyne. Compare company email patterns before reaching out.
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.
Listed skills include Investments, Investment Strategies, Portfolio Management, Investment Advisory, and 14 others.
Miles Clyne's current company
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Miles Clyne work experience
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Portfolio Manager At Q Wealth Partners
Portfolio Manager
Founder
✯ 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
Portfolio Manager
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.
Investment Advisor
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.
Investment Advisor
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 education
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Canadian Securities Institute
Frequently asked questions about Miles Clyne
Quick answers generated from the profile data available on this page.
What company does Miles Clyne work for?
Miles Clyne works for Quintessence Wealth.
What is Miles Clyne's role at Quintessence Wealth?
Miles Clyne is listed as Portfolio Manager at Q Wealth Partners at Quintessence Wealth.
What is Miles Clyne's email address?
AeroLeads has found 1 work email signal at @qwealth.com for Miles Clyne at Quintessence Wealth.
What is Miles Clyne's phone number?
AeroLeads has found 1 phone signal(s) with area code 604 for Miles Clyne at Quintessence Wealth.
Where is Miles Clyne based?
Miles Clyne is based in Langley, British Columbia, Canada while working with Quintessence Wealth.
What companies has Miles Clyne worked for?
Miles Clyne has worked for Quintessence Wealth, Leede Jones Gable Inc., Tycuda Group At Macdougall Investment Counsel Inc., Raymond James Ltd., and Cibc Wood Gundy.
How can I contact Miles Clyne?
You can use AeroLeads to view verified contact signals for Miles Clyne at Quintessence Wealth, including work email, phone, and LinkedIn data when available.
What schools did Miles Clyne attend?
Miles Clyne studied at Canadian Securities Institute.
What skills is Miles Clyne known for?
Miles Clyne is listed with skills including Investments, Investment Strategies, Portfolio Management, Investment Advisory, Wealth Management, Equities, Mutual Funds, and Securities.
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