Aurie Wicks
Wealth Advisor @CIBC Wood Gundy
Calgary, AB, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Mar 2022 — Present
Wealth Advisor @CIBC Wood Gundy
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Calgary, AB, CA
EDUCATION
2008 — 2010
Sobey School of Business at Saint Mary's University
Bachelor of Commerce (B.Comm), Accounting and Finance
2015 — 2016
Financial Planning Standards Council
Certified Financial Planner
2004 — 2008
University of King's College
Foundation Year Programme (FYP), Integrated Philosophy, History and Literature
2011 — 2015
Chartered Professional Accountants of Canada (CPA Canada)
Chartered Professional Accountant, Chartered Accountant
SKILLS
Managed FundsFinancial PlanningMortgage LendingFinancial AnalysisCanadian GaapInternal ControlsTax PreparationAccount ReconciliationPersonal Tax PlanningRetirement PlanningWealth ManagementAssuranceFinancial ReportingIncome TaxInvestment StrategiesAuditingCorporate TaxMutual FundsRisk ManagementAccountingFinancial Accounting
ABOUT AURIE WICKS
As the trusted advisor to a select group of families, my mission is to be a positive influence in their lives; guiding clients through the important decisions with integrated wealth management
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