Robert Wiseman Cfa Frm Cipm Email and Phone Number
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.
Successful Investor Wealth Management
View- Website:
- tsinetwork.ca
- Employees:
- 19
-
Account ExecutiveSuccessful Investor Wealth ManagementToronto, On, Ca -
Account ExecutiveSuccessful Investor Wealth Management Nov 2023 - PresentToronto, Ontario, CanadaSuccessful 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. -
Svp, Business DevelopmentStoryboard Communications Corp. Nov 2018 - May 2023Toronto, Ontario, CanadaStoryboard 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 the Storyboard team to provide them with the best possible content to succeed at their goals. -
Director, Fixed Income SalesScotiabank Global Banking And Markets 1997 - 2014Toronto, Canada Area -
Manager, Fixed Income SalesTd Securities Oct 1993 - May 1997Toronto, Canada Area -
Manager, Money Market SalesTd Securities Apr 1991 - Oct 1993Calgary, Canada Area -
Money Market TraderCt Investment Counsel Jan 1987 - Apr 1991Toronto, Canada Area
Robert Wiseman Cfa Frm Cipm Skills
Robert Wiseman Cfa Frm Cipm Education Details
-
Economics -
Canadian Securities InstituteTechnical Analysis Course -
Chartered Alternative Investment Analyst (Caia) AssociationFundamentals Of Alternative Investments
Frequently Asked Questions about Robert Wiseman Cfa Frm Cipm
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 the current company?
Robert Wiseman Cfa Frm Cipm's current role is Account Executive.
What schools did Robert Wiseman Cfa Frm Cipm attend?
Robert Wiseman Cfa Frm Cipm attended Western University, Canadian Securities Institute, Chartered Alternative Investment Analyst (Caia) Association.
What skills is Robert Wiseman Cfa Frm Cipm known for?
Robert Wiseman Cfa Frm Cipm has skills like Fixed Income, Bonds, Capital Markets, Bloomberg, Trading, Investments, Derivatives, Equities, Money Market, Asset Management, Financial Analysis, Financial Modeling.
Who are Robert Wiseman Cfa Frm Cipm's colleagues?
Robert Wiseman Cfa Frm Cipm's colleagues are The Successful Investor, Samantha Comito, Rer Erere, Sharon Moore, Parsan Abraham, Dimitry Epelbaum, Yoavan Saini.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial