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Nathan Leveille, Cfa, Qafp is listed as Associate Wealth Advisor, Associate Advising Representative at CC&L Private Capital at Connor, Clark & Lunn Private Capital Ltd. (CC&L), a company with 100 employees, based in Edmonton, Alberta, Canada. AeroLeads shows a matched LinkedIn profile for Nathan Leveille, Cfa, Qafp.
Nathan Leveille, Cfa, Qafp previously worked as Associate Wealth Advisor, Associate Advising Representative at Connor, Clark & Lunn Private Capital Ltd. (Cc&L) and Associate Portfolio Manager at TD Wealth Private Investment Counsel at Td. Nathan Leveille, Cfa, Qafp holds Bachelor Of Commerce - Bcom, Finance, General from University Of Alberta.
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By introducing affluent Canadians and their families, as well as foundations and other not for profit organizations, to CC&L Private Capital’s discretionary wealth management services, I provide a confident approach to guiding my clients towards achieving their long-term financial goals. I have over ten years of experience helping high net worth individuals and families achieve their long-term financial goals. While working with a broad range of clients, I specialize in supporting the unique needs of medical professionals and business owners in stewarding their wealth. A CFA charterholder since 2017, I hold the Qualified Associate Financial Planner (QAFP) designation and graduated from the University of Alberta School of Business in 2012.When not helping clients, I enjoy spending time with my wife and two children in my beloved Southwest Edmonton. An avid golfer, I can also be found on the local fairways and greens.
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Edmonton, Alberta, Canada
By introducing affluent Canadians and their families, as well as foundations and other not for profit organizations, to CC&L Private Capital’s discretionary wealth management services, I provide a confident approach to guiding my clients towards achieving their long-term financial goals. I adhere to the key principles of listening and responding, placing.
Edmonton, Alberta, Canada
Other employees you can reach at cclprivatecapital.com. View company contacts for 100 employees →
Blake Pingue
Colleague at Connor, Clark & Lunn Private Capital Ltd. (Cc&L)Toronto, Ontario, Canada, Canada
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Brendan Livingstone, Cfa
Colleague at Connor, Clark & Lunn Private Capital Ltd. (Cc&L)Toronto, Ontario, Canada, Canada
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Steve Satov
Colleague at Connor, Clark & Lunn Private Capital Ltd. (Cc&L)Toronto, Ontario, Canada, Canada
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Andre Morris Cim®
Colleague at Connor, Clark & Lunn Private Capital Ltd. (Cc&L)Montreal, Quebec, Canada, Canada
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Kaitlyn Oliver
Colleague at Connor, Clark & Lunn Private Capital Ltd. (Cc&L)Canada, Canada
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Keegan Therrien
Colleague at Connor, Clark & Lunn Private Capital Ltd. (Cc&L)Toronto, Ontario, Canada, Canada
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Jeff Guise
Colleague at Connor, Clark & Lunn Private Capital Ltd. (Cc&L)Vancouver, British Columbia, Canada, Canada
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Sean Thompson, Cim®
Colleague at Connor, Clark & Lunn Private Capital Ltd. (Cc&L)Calgary, Alberta, Canada, Canada
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Faisal Farooqui
Colleague at Connor, Clark & Lunn Private Capital Ltd. (Cc&L)New Delhi, Delhi, India, India
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Jillian Irving
Colleague at Connor, Clark & Lunn Private Capital Ltd. (Cc&L)Edmonton, Alberta, Canada, Canada
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Quick answers generated from the profile data available on this page.
Nathan Leveille, Cfa, Qafp works for Connor, Clark & Lunn Private Capital Ltd. (CC&L).
Nathan Leveille, Cfa, Qafp is listed as Associate Wealth Advisor, Associate Advising Representative at CC&L Private Capital at Connor, Clark & Lunn Private Capital Ltd. (CC&L).
Nathan Leveille, Cfa, Qafp is based in Edmonton, Alberta, Canada while working with Connor, Clark & Lunn Private Capital Ltd. (CC&L).
Nathan Leveille, Cfa, Qafp has worked for Connor, Clark & Lunn Private Capital Ltd. (Cc&L), Td, and Rbc.
Nathan Leveille, Cfa, Qafp's colleagues at Connor, Clark & Lunn Private Capital Ltd. (CC&L) include Blake Pingue, Brendan Livingstone, Cfa, Steve Satov, Andre Morris Cim®, and Kaitlyn Oliver.
You can use AeroLeads to view verified contact signals for Nathan Leveille, Cfa, Qafp at Connor, Clark & Lunn Private Capital Ltd. (CC&L), including work email, phone, and LinkedIn data when available.
Nathan Leveille, Cfa, Qafp holds Bachelor Of Commerce - Bcom, Finance, General from University Of Alberta.
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