Robert Wiseman Cfa Frm Cipm
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Robert Wiseman Cfa Frm Cipm Email & Phone Number

Account Executive at Successful Investor Wealth Management
Location: Toronto, Ontario, Canada 7 work roles 3 schools
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✓ Verified May 2026 3 data sources Profile completeness 100%

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Current company
Successful Investor Wealth Management
Role
Account Executive
Location
Toronto, Ontario, Canada
Company size
19 employees

Who is Robert Wiseman Cfa Frm Cipm? Overview

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Quick answer

Robert Wiseman Cfa Frm Cipm is listed as Account Executive at Successful Investor Wealth Management, a company with 19 employees, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Robert Wiseman Cfa Frm Cipm.

Robert Wiseman Cfa Frm Cipm previously worked as SVP, Business Development at Storyboard Communications Corp. and Director, Fixed Income Sales at Scotiabank Global Banking And Markets. Robert Wiseman Cfa Frm Cipm holds Bachelor Of Arts (B.A.), Economics from Western University.

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Email format at Successful Investor Wealth Management

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Successful Investor Wealth Management

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Profile bio

About Robert Wiseman Cfa Frm Cipm

Successful Investor Wealth Management is an independent wealth management firm managing over $900 million on behalf of Canadian investors. The company was founded by Pat McKeough, an investment advisor, editor, newsletter publisher and author over four decades. He remains Chief Investment Officer for the firm.Successful Investor Wealth Management was specifically structured to “eliminate the conflicts of interest that can influence brokers’ recommendations,” in Mr. McKeough’s words. The company has no connection to any firm that sells investments. In that way it can build customized investment plans for its clients. Mr. McKeough is also the president and founder of TSI Network, which publishes four investment newsletters and hosts a private investment group, the Inner Circle.

Listed skills include Fixed Income, Bonds, Capital Markets, Bloomberg, and 10 others.

Current workplace

Robert Wiseman Cfa Frm Cipm's current company

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Successful Investor Wealth Management
Successful Investor Wealth Management
Account Executive
Toronto, ON, CA
Website
tsinetwork.ca
Employees
19
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Company profile
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7 roles · 29 years

Robert Wiseman Cfa Frm Cipm work experience

A career timeline built from the work history available for this profile.

Account Executive

Current
Successful Investor Wealth Management

Toronto, Ontario, Canada

Successful Investor Wealth Management is an independent wealth management firm managing over $900 million on behalf of Canadian investors. The company was founded by Pat McKeough, an investment advisor, editor, newsletter publisher and author over four decades. He remains Chief Investment Officer for the firm.Successful Investor Wealth Management was.

Nov 2023 - Present

Svp, Business Development

Storyboard Communications Corp.

Toronto, Ontario, Canada

Storyboard Communications is a company dedicated to creating captivating, compelling, and memorable video content for businesses all over the world. Storyboard is the very first e-commerce platform to create broadcast-quality videos in a matter of days. In a nutshell, Storyboard is the "Uber" of video content creation. Prioritizing clients' needs enables.

Nov 2018 - May 2023

Manager, Fixed Income Sales

Td Securities

Toronto, Canada Area

Oct 1993 - May 1997

Manager, Money Market Sales

Td Securities

Calgary, Canada Area

Apr 1991 - Oct 1993

Money Market Trader

Ct Investment Counsel

Toronto, Canada Area

Jan 1987 - Apr 1991
Team & coworkers

Colleagues at Successful Investor Wealth Management

Other employees you can reach at tsinetwork.ca. View company contacts for 19 employees →

SC Samantha Comito Samantha Comito Colleague at Successful Investor Wealth ManagementCanada, Canada View → TS The Successful Investor The Successful Investor Colleague at Successful Investor Wealth ManagementToronto, Ontario, Canada, Canada View → CH Cecy Hurtarte-Mckeough Cecy Hurtarte-Mckeough Colleague at Successful Investor Wealth ManagementNorth York, Ontario, Canada, Canada View → PA Parsan Abraham Parsan Abraham Colleague at Successful Investor Wealth ManagementMalaysia, Malaysia View → SM Sharon Moore Sharon Moore Colleague at Successful Investor Wealth ManagementToronto, Ontario, Canada, Canada View → YS Yoavan Saini Yoavan Saini Colleague at Successful Investor Wealth ManagementToronto, Ontario, Canada, Canada View → DE Dimitry Epelbaum Dimitry Epelbaum Colleague at Successful Investor Wealth ManagementGreater Toronto Area, Canada, Canada View → RE Rer Erere Rer Erere Colleague at Successful Investor Wealth ManagementMarkham, Ontario, Canada, Canada View →
3 education records

Robert Wiseman Cfa Frm Cipm education

Canadian Securities Course, Conduct And Practices Handbook Course, Partners, Directors & Senior Officers Course, Derivative Fundamentals Course, Technical Analysis Course

Canadian Securities Institute

Fundamentals Of Alternative Investments

Chartered Alternative Investment Analyst (Caia) Association
FAQ

Frequently asked questions about Robert Wiseman Cfa Frm Cipm

Quick answers generated from the profile data available on this page.

What company does Robert Wiseman Cfa Frm Cipm work for?

Robert Wiseman Cfa Frm Cipm works for Successful Investor Wealth Management.

What is Robert Wiseman Cfa Frm Cipm's role at Successful Investor Wealth Management?

Robert Wiseman Cfa Frm Cipm is listed as Account Executive at Successful Investor Wealth Management.

Where is Robert Wiseman Cfa Frm Cipm based?

Robert Wiseman Cfa Frm Cipm is based in Toronto, Ontario, Canada while working with Successful Investor Wealth Management.

What companies has Robert Wiseman Cfa Frm Cipm worked for?

Robert Wiseman Cfa Frm Cipm has worked for Successful Investor Wealth Management, Storyboard Communications Corp., Scotiabank Global Banking And Markets, Td Securities, and Ct Investment Counsel.

Who are Robert Wiseman Cfa Frm Cipm's colleagues at Successful Investor Wealth Management?

Robert Wiseman Cfa Frm Cipm's colleagues at Successful Investor Wealth Management include Samantha Comito, The Successful Investor, Cecy Hurtarte-Mckeough, Parsan Abraham, and Sharon Moore.

How can I contact Robert Wiseman Cfa Frm Cipm?

You can use AeroLeads to view verified contact signals for Robert Wiseman Cfa Frm Cipm at Successful Investor Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Robert Wiseman Cfa Frm Cipm attend?

Robert Wiseman Cfa Frm Cipm holds Bachelor Of Arts (B.A.), Economics from Western University.

What skills is Robert Wiseman Cfa Frm Cipm known for?

Robert Wiseman Cfa Frm Cipm is listed with skills including Fixed Income, Bonds, Capital Markets, Bloomberg, Trading, Investments, Derivatives, and Equities.

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