Ashley Searle
Wealth & Estate Planning Specialist @Canaccord Genuity Group Inc.
Calgary, AB, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Nov 2015 — Present
Wealth & Estate Planning Specialist @Canaccord Genuity Group Inc.
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CA
Advise high net worth and ultra high net worth executives, professionals, business owners and families on wealth and estate planning including succession, trust, and life insurance planning as well as strategic philanthropy. This involves regularly collaborating with local and international Lawyers and Accountants.
EDUCATION
N/A
Western University
Bachelor’s Degree (BA)
2018 — 2020
University of Alberta
Family Enterprise Advisor (FEA)
N/A
Dalhousie University
Master of Business Administration - MBA
SKILLS
Wealth ManagementEstate PlanningFinancial AdvisoryFinancial PlanningHigh Net Worth IndividualsWealthRetirementStrategic Financial PlanningCertified Financial PlannerInvestment StrategiesHolistic Financial PlanningRetirement PlanningInvestment AdvisoryWealth AccumulationFinancial ServicesCanadian Securities CourseCustomer ExperienceInvestments
ABOUT ASHLEY SEARLE
Experienced Wealth and Estate Planner with a demonstrated history of working in the…
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