Robert Wiseman Cfa Frm Cipm

Robert Wiseman Cfa Frm Cipm Email and Phone Number

Toronto, ON, CA
Robert Wiseman Cfa Frm Cipm's Location
Toronto, Ontario, Canada, Canada
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.

Robert Wiseman Cfa Frm Cipm's Current Company Details
Successful Investor Wealth Management

Successful Investor Wealth Management

View
Account Executive
Toronto, ON, CA
Website:
tsinetwork.ca
Employees:
19
Robert Wiseman Cfa Frm Cipm Work Experience Details
  • Successful Investor Wealth Management
    Account Executive
    Successful Investor Wealth Management
    Toronto, On, Ca
  • Successful Investor Wealth Management
    Account Executive
    Successful Investor Wealth Management Nov 2023 - Present
    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 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.
  • Storyboard Communications Corp.
    Svp, Business Development
    Storyboard Communications Corp. Nov 2018 - May 2023
    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 the Storyboard team to provide them with the best possible content to succeed at their goals.
  • Scotiabank Global Banking And Markets
    Director, Fixed Income Sales
    Scotiabank Global Banking And Markets 1997 - 2014
    Toronto, Canada Area
  • Td Securities
    Manager, Fixed Income Sales
    Td Securities Oct 1993 - May 1997
    Toronto, Canada Area
  • Td Securities
    Manager, Money Market Sales
    Td Securities Apr 1991 - Oct 1993
    Calgary, Canada Area
  • Ct Investment Counsel
    Money Market Trader
    Ct Investment Counsel Jan 1987 - Apr 1991
    Toronto, Canada Area

Robert Wiseman Cfa Frm Cipm Skills

Fixed Income Bonds Capital Markets Bloomberg Trading Investments Derivatives Equities Money Market Asset Management Financial Analysis Financial Modeling Portfolio Management Hedge Funds

Robert Wiseman Cfa Frm Cipm Education Details

  • Canadian Securities Institute
    Canadian Securities Institute
    Technical Analysis Course
  • Chartered Alternative Investment Analyst (Caia) Association
    Chartered Alternative Investment Analyst (Caia) Association
    Fundamentals 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.

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