Associate Investment Advisor
Current
Aug 2024 - Present
AeroLeads people directory · profile
Nitish Sem, Cim® Email & Phone Number
Wealth Management
at
Luft Financial | iA Private Wealth
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Wealth Management
Location
Greater Vancouver Metropolitan Area, Canada, Canada
Who is Nitish Sem, Cim®? Overview
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Quick answer
Nitish Sem, Cim® is listed as Wealth Management at Luft Financial | iA Private Wealth, based in Greater Vancouver Metropolitan Area, Canada, Canada. AeroLeads shows a matched LinkedIn profile for Nitish Sem, Cim®.
Nitish Sem, Cim® previously worked as Associate Investment Advisor at Luft Financial | Ia Private Wealth and Portfolio Administrator at Dixon Mitchell Investment Counsel. Nitish Sem, Cim® holds Branch Manager Course, Finance And Financial Management Services from Canadian Securities Institute.
Company email context
Email format at Luft Financial | iA Private Wealth
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Luft Financial | iA Private Wealth
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Profile bio
About Nitish Sem, Cim®
-- IIROC Courses
Current workplace
Nitish Sem, Cim®'s current company
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10 roles
Nitish Sem, Cim® work experience
A career timeline built from the work history available for this profile.
Portfolio Administrator
Jul 2022 - Jul 2024
Aug 2019 - Jul 2022
Iiroc Licensed Associate
- Taking buy/sell orders from clients for stocks, ETF’s, bonds and other investment products.
- Assisting the PM advisory team with product research, account opening documents, account transfers, client meetings and portfolio management reports.
- Assisting the PM advisory team with transitioning existing clients and new clients to in-house model portfolios focusing on KYC, client’s risk tolerance and product suitability.
- Communicating effectively with Branch Manager on issues identified by branch.
- Participating in all compliance conference calls monthly.
- Attending seminars organised by mutual funds companies.
Jul 2018 - Jul 2019
Team Lead
SkipTheDishes is a Canadian technology company that enables food delivery in 50+ North American cities including Toronto, Vancouver, Ottawa, Calgary, Edmonton, Winnipeg, Burnaby, Victoria, Surrey, St. Louis, Omaha, Cleveland, Buffalo, and more. Through the SkipTheDishes network, restaurants gain more business, independent food couriers earn extra money on.
Oct 2015 - Jul 2019
Jul 2016 - Dec 2017
Summer Intern
Syner-G Care Inc
SYNER-G CARE is a Canadian corporation based in Winnipeg providing healthcare, patient and caregiver solutions.SYNER-G CARE is a unique, one-of-a-kind business that bridges the gap between client and provider/facility, and advocates for the needs of clients, families and caregivers.SYNER-G CARE business to provide support to vulnerable patients when family.
May 2015 - Jul 2015
Macroeconomic And Fx Data Analyst (Us And Latin Economies)
Responsible for tracking aggregated Macroeconomic indicators of US, Canada and Emerging economiesResponsible for monitoring economic and financial indicators --FOMC meetings and press releases --Real GDP (Gross Domestic Product)--Current Employment Statistics--UMICH Consumer sentiment survey--Consumer Confidence Index--S&P 500 Stock Index --Consumer Price.
Apr 2012 - Jun 2014
Research Analyst
Preparing customized Sales Intelligence Reports and concise documents for Information Technology and BPO Clients.Conducting Primary Research for clients with IT Influencers Director and Manager level of IT and Sales and Marketing Collating specific information from various resources viz. Capital IQ, Factiva, Hoovers, Onesource, Reuters, Businessweek.
Jun 2011 - Mar 2012
Reviving Member And Secretary
Rotaract Club Dav College, Chandigarh
Jul 2008 - Jul 2009
8 education records
Nitish Sem, Cim® education
Branch Manager Course, Finance And Financial Management Services
Canadian Securities Institute
Post Graduate, International Business (Managerial And Financial Accounting, International Finance)
Private Placements And Prospectus-Exempt Securities, Finance And Financial Management Services
Canadian Securities Institute
Chief Compliance Officers Qualifying Exam, Finance And Financial Management Services
Canadian Securities Institute
Derivatives Fundamentals And Options Licensing Course, Banking And Financial Support Services
Canadian Securities Institute
Cfa Institute Investment Foundations Certificate Program, Finance
Cfa Institute
Canadian Securities Course (Csc) And Conduct And Practices Handbook Course (Cph)®, Banking And Financial Support Services
Canadian Securities Institute
Education record
Nse Certification In Financial Markets
FAQ
Frequently asked questions about Nitish Sem, Cim®
Quick answers generated from the profile data available on this page.
What company does Nitish Sem, Cim® work for?
Nitish Sem, Cim® works for Luft Financial | iA Private Wealth.
What is Nitish Sem, Cim®'s role at Luft Financial | iA Private Wealth?
Nitish Sem, Cim® is listed as Wealth Management at Luft Financial | iA Private Wealth.
Where is Nitish Sem, Cim® based?
Nitish Sem, Cim® is based in Greater Vancouver Metropolitan Area, Canada, Canada while working with Luft Financial | iA Private Wealth.
What companies has Nitish Sem, Cim® worked for?
Nitish Sem, Cim® has worked for Luft Financial | Ia Private Wealth, Dixon Mitchell Investment Counsel, Cibc Wood Gundy, Ia Financial Group (Industrial Alliance), and Skipthedishes.
How can I contact Nitish Sem, Cim®?
You can use AeroLeads to view verified contact signals for Nitish Sem, Cim® at Luft Financial | iA Private Wealth, including work email, phone, and LinkedIn data when available.
What schools did Nitish Sem, Cim® attend?
Nitish Sem, Cim® holds Branch Manager Course, Finance And Financial Management Services from Canadian Securities Institute.
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