Nicholas Aziz, Caia Email and Phone Number
Nicholas Aziz, Caia work email
- Valid
Nicholas Aziz, Caia personal email
As Vice President with CC&L Funds, my focus is to support the Eastern Canadian IIROC advisor channel through data-driven and end-client focused advice. I am responsible for the distribution of SMA's, alternative investments & mutual funds with the goal of enabling financial advisors to enhance their client portfolios. On a personal note, I’m an avid skier and have spent previous winters living in Whistler, BC and Grenoble, France.
Connor, Clark & Lunn Funds Inc. (Cc&L)
View- Website:
- cclfundsinc.com
- Employees:
- 6
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Vice President, Business DevelopmentConnor, Clark & Lunn Funds Inc. (Cc&L) Nov 2021 - PresentMontreal, Quebec, Canada
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Vice PresidentCi Global Asset Management Oct 2020 - Nov 2021Montreal, Quebec, Canada -
Internal WholesalerCi Global Asset Management Aug 2018 - Oct 2020Montreal, Canada Area
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Investment AnalystAltus Group Aug 2017 - Aug 2018Montreal, Canada AreaPerformed detailed real estate research on commercial property transactions.Researched and analyzed individual property financial and operational performance.Developed relationships within the real estate investment and brokerage communities.Maintained an understanding of commercial real estate activity, including sales and listings, throughout the Montreal Area. -
Private Capital InternConnor, Clark & Lunn Private Capital Ltd. Sep 2015 - Aug 2016Vancouver, Canada AreaProvided sales and administrative support to high net worth clients.Processed client materials and contacts to ensure up to date and organized company records.Maintained active communication with clients and custodians ensuring the solidarity of account activitiesPrepared a range of sales and client materials including presentations, proposals and client welcome packages.Consistently implemented client trade requests. -
Junior Research AssociateBmo Nesbitt Burns May 2014 - May 2015Montreal, Canada AreaConducted stock market research through financial information providers such as S&P Capital IQ.Assisted with the analysis of RESP, TFSA, RRSP accounts.Worked with RIS, NaviPlan and Salesforce software,Developed an e-mail marketing campaign, successfully increasing assets.
Nicholas Aziz, Caia Skills
Nicholas Aziz, Caia Education Details
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Finance -
Finance
Frequently Asked Questions about Nicholas Aziz, Caia
What company does Nicholas Aziz, Caia work for?
Nicholas Aziz, Caia works for Connor, Clark & Lunn Funds Inc. (Cc&l)
What is Nicholas Aziz, Caia's role at the current company?
Nicholas Aziz, Caia's current role is Vice President | Asset Management | Portfolio Construction & Analytics.
What is Nicholas Aziz, Caia's email address?
Nicholas Aziz, Caia's email address is na****@****oup.com
What schools did Nicholas Aziz, Caia attend?
Nicholas Aziz, Caia attended Dalhousie University, Grenoble Ecole De Management, Selwyn House School.
What skills is Nicholas Aziz, Caia known for?
Nicholas Aziz, Caia has skills like Leadership, Portfolio Management, Presentation Skills, Capital Markets, Investment Strategies, Bloomberg Terminal, Financial Modeling, Business Development, Market Research, Microsoft Excel, Client Relations, Finance.
Who are Nicholas Aziz, Caia's colleagues?
Nicholas Aziz, Caia's colleagues are Bryce Walker, Cfa, Joanna Lewis, Mikhial Tubic, Lisa Wilson, Kerry Ho.
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