Simon La

Simon La Email and Phone Number

Investment Representative @ Aviso Wealth
Toronto, ON, CA
Simon La's Location
Greater Toronto Area, Canada, Canada
Simon La's Contact Details

Simon La work email

Simon La personal email

n/a
About Simon La

Experienced investment and retirement planner with a demonstrated history of working in the industry for financial services. Skilled in Strategic Asset Allocation, Tactical Asset Allocation, Securities, Equity Trading, and Investment Strategies. Strong finance professional with a Advanced Diploma focused in Financial Planning.

Simon La's Current Company Details
Aviso Wealth

Aviso Wealth

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Investment Representative
Toronto, ON, CA
Simon La Work Experience Details
  • Aviso Wealth
    Investment Representative
    Aviso Wealth
    Toronto, On, Ca
    View
  • Aviso Wealth
    Investment Representative
    Aviso Wealth Jan 2022 - Present
    Trade execution with various instruments on the Canadian and U.S. marketsCreated policies and procedures for investment representatives in the Qtrade line of businessProblem solved for discrepancies in client accounts for accurate financial reporting Provided training and improvement for new and existing investment representatives
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  • Td
    Financial Planner
    Td Jan 2018 - Jan 2022
    Managed a large book of clients and elevated existing relationshipsHost webinars and seminars for clients on trends and frequently asked questionsProvide individual sales training and coaching to branch staffImplemented change in portfolios though Strategic & Tactical Asset AllocationsAdded value with a high degree of experience in all things finance related
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  • Td Waterhouse
    Investment Representative
    Td Waterhouse Oct 2015 - Dec 2017
    Initiate equity & fixed income trades on the Canadian and U.S. marketsHelp tender offers in corporate actionsInform individual investors of particular information regarding current market trendsProvide valued service with exceptional knowledge in the financial service industry.
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  • Cibc
    Financial Service Representative Ii
    Cibc Jan 2015 - Oct 2015
    View
  • Sun Life Financial
    Financial Advisor
    Sun Life Financial Jul 2013 - Oct 2014
    1 University Avenue
    View

Simon La Skills

Wealth Management Mutual Funds Retirement Planning Finance Microsoft Office Investment Strategies Securities Financial Planning Life Insurance Financial Advisory Investments Equity Trading Fixed Income Estate Planning Strategic Asset Allocation Tactical Asset Allocation Derivatives Strategies Personal Finance Option Strategies Segregated Funds Tax Planning Derivatives Trading

Frequently Asked Questions about Simon La

What company does Simon La work for?

Simon La works for Aviso Wealth

What is Simon La's role at the current company?

Simon La's current role is Investment Representative.

What is Simon La's email address?

Simon La's email address is simon.la@td.com

What are some of Simon La's interests?

Simon La has interest in Kick Boxing, Networking, Badminton, Investing, Tennis, Swimming, Wealth Management, Archery.

What skills is Simon La known for?

Simon La has skills like Wealth Management, Mutual Funds, Retirement Planning, Finance, Microsoft Office, Investment Strategies, Securities, Financial Planning, Life Insurance, Financial Advisory, Investments, Equity Trading.

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