Ilia Nizker, Cfa Email & Phone Number
Who is Ilia Nizker, Cfa? Overview
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Ilia Nizker, Cfa is listed as Senior Investment Advisor, Associate Portfolio Manager at Canaccord Genuity Wealth Management Canada, a company with 391 employees, based in Vancouver, British Columbia, Canada. AeroLeads shows a matched LinkedIn profile for Ilia Nizker, Cfa.
Ilia Nizker, Cfa previously worked as Investment Advisor, Associate Portfolio Manager at Canaccord Genuity Wealth Management Canada and Associate Investment Advisor at Canaccord Genuity Wealth Management Canada. Ilia Nizker, Cfa holds Bachelor Of Commerce (B.Com.), Finance from Ubc Sauder School Of Business.
Email format at Canaccord Genuity Wealth Management Canada
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About Ilia Nizker, Cfa
Drawing on decades of our collective experience my team and I have developed and refined a process that helps business owners and professionals put all the pieces of their financial puzzle together. We start by focusing on your “why” and offer highly personalized advice and custom-built investment solutions that help grow and protect your capital. No two portfolios we create are exactly alike. Most clients look for consistent investment returns year after year, and our evidence-based approach helps deliver that stability. Capture most of the economic upside while shielding the portfolio from market turbulence – sounds easy enough, right? Tax efficiency is a particular focus of our practice: we strive to maximize the gains you get to keep, as we all certainly pay more than enough taxes. We are committed to putting your interests first, and our flat-rate all-inclusive fee structure ensures that our incentives align with yours: put simply, the more money our clients make, the more we make ourselves. We help guide clients and their families through each of life’s distinct phases and milestones by deploying our capabilities in retirement financial planning, philanthropy, and trust/estate planning – in addition to portfolio management, of course. Reach out for a second opinion and honest constructive feedback on your current portfolio – I’ll be happy to help!
Listed skills include Leadership, Investments, Public Relations, Event Planning, and 20 others.
Ilia Nizker, Cfa's current company
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Ilia Nizker, Cfa work experience
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Investment Advisor, Associate Portfolio Manager
Current
Associate Investment Advisor
Associate Investment Advisor
Investment Associate
Cash Cage Operator
- Excelled in executing branch cage operations by applying extensive knowledge of the firm’s business process, internal control policies and client account protocols.
- Effectively contributed to an office-wide effort to improve internal audit preparedness by ensuring compliance with internal and external regulations.
Graduate, Leaders Of Tomorrow Program
- Gained admission into the prestigious mentorship program that accepted top 5% of applicants.
- Advised CEO of the Board of Trade on strategic alternatives for streamlining the Board’s communications and branding efforts.
Director Of Public Relations
- Generated over $13,000 in sponsorship funding by leading a team of six in staging presentations for executives of financial firms and student government bodies.
- Increased the club’s industry support by 28% through designing an effective sponsorship package, developing valuable external contacts and organizing several high-profile networking functions.
Finalist
- Conducted M&A analysis on Bauer Performance Sports (TSX:BAU) using the following valuation techniques: DCF, trading comparables and precedent transactions.
- Created a pitch book for the sale of Guyana Goldfields Aurora asset (TSX: GUY) taking into consideration Net Asset Value (P/NAV), ability to fund construction Capex, management capability, shareholder incentives and.
- Pitched the PowerPoint presentation at a gala dinner of over 300 industry professionals in the banking and mining sector.
- Ranked in the top 2.2% out of 132 undergraduate teams across Canada.
Client Care Representative
- Attained the distinguished Perfect Hour certification and increased customer satisfaction by solving service and product related problems with patience, understanding, and knowledge of bank procedures.
- Saved the branch over $45,000 in fraudulent transactions by detecting red flags and initiating investigations; personal diligence recognized in annual performance review.
Colleagues at Canaccord Genuity Wealth Management Canada
Other employees you can reach at cgwm.ca. View company contacts for 391 employees →
Sheila Macneil
Colleague at Canaccord Genuity Wealth Management Canada
Canada, Canada
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AO
Avril O'Reilly
Colleague at Canaccord Genuity Wealth Management Canada
Canada, Canada
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DH
David Holloway
Colleague at Canaccord Genuity Wealth Management Canada
New York, New York, United States, United States
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KP
Katie Pan
Colleague at Canaccord Genuity Wealth Management Canada
Chengdu, Sichuan, China, China
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HL
Harold Leishman
Colleague at Canaccord Genuity Wealth Management Canada
Vancouver, British Columbia, Canada, Canada
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ME
Matt Ehrenreich, Cim®, Bba
Colleague at Canaccord Genuity Wealth Management Canada
Vancouver, British Columbia, Canada, Canada
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CL
Cyndy Lynagh
Colleague at Canaccord Genuity Wealth Management Canada
Kitchener, Ontario, Canada, Canada
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GT
Gary Tyson
Colleague at Canaccord Genuity Wealth Management Canada
East York, Ontario, Canada, Canada
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ST
Summer Tran, Bba
Colleague at Canaccord Genuity Wealth Management Canada
Edmonton, Alberta, Canada, Canada
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JM
James Meltzer
Colleague at Canaccord Genuity Wealth Management Canada
Montreal, Quebec, Canada, Canada
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Ilia Nizker, Cfa education
Bachelor Of Commerce (B.Com.), Finance
Education record
Canadian Securities Course (Honours)
Conduct And Practices Handbook
Frequently asked questions about Ilia Nizker, Cfa
Quick answers generated from the profile data available on this page.
What company does Ilia Nizker, Cfa work for?
Ilia Nizker, Cfa works for Canaccord Genuity Wealth Management Canada.
What is Ilia Nizker, Cfa's role at Canaccord Genuity Wealth Management Canada?
Ilia Nizker, Cfa is listed as Senior Investment Advisor, Associate Portfolio Manager at Canaccord Genuity Wealth Management Canada.
Where is Ilia Nizker, Cfa based?
Ilia Nizker, Cfa is based in Vancouver, British Columbia, Canada while working with Canaccord Genuity Wealth Management Canada.
What companies has Ilia Nizker, Cfa worked for?
Ilia Nizker, Cfa has worked for Canaccord Genuity Wealth Management Canada, National Bank Financial, Rbc Dominion Securities, Vancouver Board Of Trade, and Ubc Venture Capital And Private Equity Club.
Who are Ilia Nizker, Cfa's colleagues at Canaccord Genuity Wealth Management Canada?
Ilia Nizker, Cfa's colleagues at Canaccord Genuity Wealth Management Canada include Sheila Macneil, Avril O'Reilly, David Holloway, Katie Pan, and Harold Leishman.
How can I contact Ilia Nizker, Cfa?
You can use AeroLeads to view verified contact signals for Ilia Nizker, Cfa at Canaccord Genuity Wealth Management Canada, including work email, phone, and LinkedIn data when available.
What schools did Ilia Nizker, Cfa attend?
Ilia Nizker, Cfa holds Bachelor Of Commerce (B.Com.), Finance from Ubc Sauder School Of Business.
What skills is Ilia Nizker, Cfa known for?
Ilia Nizker, Cfa is listed with skills including Leadership, Investments, Public Relations, Event Planning, Market Research, Social Media, Teamwork, and Customer Service.
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