Allan MacDonald

Investment Advisor @Carte Financial Group

Toronto, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2024 — Present

Investment Advisor @Carte Financial Group

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Toronto, ON, CA

SKILLS

Wealth ManagementSecuritiesFinancial ServicesCredit AnalysisEstate PlanningEtfsBusiness Relationship ManagementInvestment AdvisoryEquitiesRetail BankingPortfolio ManagementInvestment StrategiesFixed IncomeMutual FundsInvestmentsFinancial PlanningRetirement PlanningRelationship ManagementFinancial AdvisoryFinancial PlannersRetirementAsset Management

ABOUT ALLAN MACDONALD

With over 25 years at TD Asset Management, I am an experienced professional in the…

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Allan MacDonald — Investment Advisor at Carte Financial Group in Toronto, ON, CA | Unifers