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Rebecca E. Bonds, Cfa is listed as People Leader | Client Relationship Manager| Portfolio Manager | Portfolio Management Consulting & Training at Manulife Wealth, a company with 1099 employees, based in Greater Toronto Area, Canada, Canada. AeroLeads shows a matched LinkedIn profile for Rebecca E. Bonds, Cfa.
Rebecca E. Bonds, Cfa previously worked as Lead Supervising Portfolio Manager at Manulife Wealth and Lead Portfolio Manager & Business Development Lead for Managed & Fee-Based Products at Mandeville Private Client Inc.. Rebecca E. Bonds, Cfa holds Chartered Financial Analyst (Cfa) Designation from Cfa Institute.
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Accomplished Portfolio Management & Wealth Management Professional with client facing and leadership experience working with individual and institutional investors. I have a unique 360-degree view of the wealth management business which allows me to add significant value to client interactions and leadership teams. Recognized as a strong relationship builder in working with clients and as an approachable leader in working with partners and team members. I thrive in roles where I can work with people, use my strategic and critical thinking skills as well as leverage my experience and expertise to provide holistic wealth management solutions. Committed to providing excellence in client experience and leadership.
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A career timeline built from the work history available for this profile.
Oakville, Ontario, Canada
Lead Supervising Portfolio Manager for Manulife Wealth’s discretionary Advisor Managed program for advisors managing client assets. Key member of the advisor facing support team.
Greater Toronto Area
A leadership and investment advisor facing role focusing on providing portfolio management solutions including portfolio construction guidance, managing and evolving separately managed (SMA) fee-based account platforms as well as providing insights on investment models and strategic asset allocation in an entrepreneurial environment.
Coralus (formerly SheEO) is a global community of radically generous women supporting women-led Ventures working on the World’s To Do List. Our goal is to reach 1M Activators, 10,000 women-led Ventures and a $1B perpetual fund to support women for generations to come.
Greater Toronto Area Metropolitan Area
A leadership and client delivery role within the global sphere focusing on designing, developing and facilitating portfolio management training solutions for organizations that meet their specific needs.
Toronto
A senior leadership role with a national mandate that involved a portfolio management oversight scope for $50B in Assets Under Management (AUM) and 366 Portfolio Managers in the Private Investment Advice and Private Investment Counsel discretionary portfolio management channels with direct portfolio management supervision responsibility for $23B in AUM and.
Toronto, Canada Area
A broad-based leadership role with a national mandate in a high growth program with roles in Portfolio Advice and Investment Research, Wealth Product, Business & Regulatory Solutions and Governance & Control responsible for providing subject matter expertise on portfolio management and practice management issues, input on strategic direction as well as.
Primary Relationship Manager for high net worth & ultra high net worth private clients responsible for using discretionary investment management strategies and connecting clients with experts in private banking, estate & trust planning, philanthropic advisory, asset protection & tax planning.
Toronto, Canada
Handled oversight & due diligence of over $1.7 Billion in managed assets for high net worth clients in a “Manager of Managers” role as well as building customized multi-manager solutions for private clients.Designed & facilitated Portfolio Management training modules at the BMO Nesbitt Burns Institute. Coached & monitored Investment Advisors & Portfolio.
Other employees you can reach at manulifesecurities.ca. View company contacts for 1099 employees →
David Gradidge
Colleague at Manulife Wealth
Greater Vancouver Metropolitan Area, Canada
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RF
Robin Fournel, B.A.A., M. Fisc., Pl. Fin., Cim, Fcsi
Colleague at Manulife Wealth
Blainville, Quebec, Canada, Canada
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PB
Pat Bartlett
Colleague at Manulife Wealth
Oakville, Ontario, Canada, Canada
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AS
Alyssa Sloan
Colleague at Manulife Wealth
Halifax, Nova Scotia, Canada, Canada
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JM
Jason Milne, Cfa
Colleague at Manulife Wealth
Canada, Canada
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RD
Reed Dotto
Colleague at Manulife Wealth
Burlington, Ontario, Canada, Canada
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CS
Christine Szalai
Colleague at Manulife Wealth
Hamilton, Ontario, Canada, Canada
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MR
Michael Rogalski
Colleague at Manulife Wealth
Saskatoon, Saskatchewan, Canada, Canada
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DG
Daniel Greer
Colleague at Manulife Wealth
London, Canada Metropolitan Area, Canada
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MC
Ma. Cristy Lontabo
Colleague at Manulife Wealth
Toronto, Ontario, Canada, Canada
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Quick answers generated from the profile data available on this page.
Rebecca E. Bonds, Cfa works for Manulife Wealth.
Rebecca E. Bonds, Cfa is listed as People Leader | Client Relationship Manager| Portfolio Manager | Portfolio Management Consulting & Training at Manulife Wealth.
Rebecca E. Bonds, Cfa is based in Greater Toronto Area, Canada, Canada while working with Manulife Wealth.
Rebecca E. Bonds, Cfa has worked for Manulife Wealth, Mandeville Private Client Inc., Coralus, Bonds & Associates 360° Inc., and Td.
Rebecca E. Bonds, Cfa's colleagues at Manulife Wealth include David Gradidge, Robin Fournel, B.A.A., M. Fisc., Pl. Fin., Cim, Fcsi, Pat Bartlett, Alyssa Sloan, and Jason Milne, Cfa.
You can use AeroLeads to view verified contact signals for Rebecca E. Bonds, Cfa at Manulife Wealth, including work email, phone, and LinkedIn data when available.
Rebecca E. Bonds, Cfa holds Chartered Financial Analyst (Cfa) Designation from Cfa Institute.
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