Wealth Administrator
Current
Jul 2022 - Present
AeroLeads people directory · profile
Tristan Afonso Email & Phone Number
Wealth Administrator at OceanFront Wealth Inc.
at
OceanFront Wealth Inc.
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 100%
Current company
Role
Wealth Administrator at OceanFront Wealth Inc.
Location
Vancouver, British Columbia, Canada
Who is Tristan Afonso? Overview
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Quick answer
Tristan Afonso is listed as Wealth Administrator at OceanFront Wealth Inc. at OceanFront Wealth Inc., based in Vancouver, British Columbia, Canada. AeroLeads shows a matched LinkedIn profile for Tristan Afonso.
Tristan Afonso previously worked as Wealth Administrator at Oceanfront Wealth Inc. and Private Wealth Tax Administrator (2021) at Scotia Wealth Management. Tristan Afonso holds Bachelor Of Business Administration - Bba Coop Designated from Beedie School Of Business At Simon Fraser University.
Company email context
Email format at OceanFront Wealth Inc.
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OceanFront Wealth Inc.
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Profile bio
About Tristan Afonso
BBA Finance Graduate from Simon Fraser University with a strong understanding of financial and auditing fundamentals and experience in customer service and relations. Underwent training in using Microsoft Office tools such as Excel and undergoing training in SQL as part of degree requirements. Aim’s to pursue a career in the Financial Industry by working towards a CSC (in-progress), then CFA/CFP designation. Motivated to perform well under pressure, both individually and within a collaborative team. Confident in handling the assigned responsibilities and capable of meeting the challenge by being a quick thinker.
Listed skills include Problem Solving, Public Speaking, Team Leadership, Research, and 23 others.
Current workplace
Tristan Afonso's current company
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8 roles
Tristan Afonso work experience
A career timeline built from the work history available for this profile.
Private Wealth Tax Administrator (2021)
Jan 2021 - May 2021
Vice President Finance
Sep 2019 - Jan 2021
Private Wealth Tax Administrator (2020)
Jan 2020 - May 2020
Accounting Associate
Jan 2019 - May 2019
Operations Associate
Jan 2018 - May 2019
Vice President External Relations
Sfu Fashion Week
Feb 2018 - Mar 2018
Intern
Jul 2014 - Aug 2014
2 education records
Tristan Afonso education
Bachelor Of Business Administration - Bba Coop Designated
High School Diploma
Al Diyafah High School
FAQ
Frequently asked questions about Tristan Afonso
Quick answers generated from the profile data available on this page.
What company does Tristan Afonso work for?
Tristan Afonso works for OceanFront Wealth Inc..
What is Tristan Afonso's role at OceanFront Wealth Inc.?
Tristan Afonso is listed as Wealth Administrator at OceanFront Wealth Inc. at OceanFront Wealth Inc..
Where is Tristan Afonso based?
Tristan Afonso is based in Vancouver, British Columbia, Canada while working with OceanFront Wealth Inc..
What companies has Tristan Afonso worked for?
Tristan Afonso has worked for Oceanfront Wealth Inc., Scotia Wealth Management, Indian Student Federation (Isf), Steve Nash Fitness World And Sports Club, and Inditex.
How can I contact Tristan Afonso?
You can use AeroLeads to view verified contact signals for Tristan Afonso at OceanFront Wealth Inc., including work email, phone, and LinkedIn data when available.
What schools did Tristan Afonso attend?
Tristan Afonso holds Bachelor Of Business Administration - Bba Coop Designated from Beedie School Of Business At Simon Fraser University.
What skills is Tristan Afonso known for?
Tristan Afonso is listed with skills including Problem Solving, Public Speaking, Team Leadership, Research, English, Customer Service, Project Management, and Social Media.
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