Brian M. Whittaker

Infantry Officer @Canadian Armed Forces | Forces armées canadiennes

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

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WORK HISTORY

Jun 2022 — Present

Infantry Officer @Canadian Armed Forces | Forces armées canadiennes

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Toronto, ON, CA

Lieutenant with The Queen\'s Own Rifles of CanadaCurrent:1 Pl Comd, 60th Coy, QOR of CPrev:Course Officer - DP1 RQ INF PTE 0057 (Infantry course)Ridgeway (PAT) Pl Comd, Gurkha Coy

EDUCATION

2002 — 2008

University of Toronto

BA, Specialist Economics & Political Science

2012 — 2013

Centre Saint-Louis, Montréal, Québec

Programme de français langue seconde, (Intermediate french)

2005 — 2010

Canadian Securities Institute

CSC, PFP, CFSA, Finance

SKILLS

Investment ManagementFinancial PlanningBusiness DevelopmentInvestmentsFinancial MarketsStrategic Financial PlanningBankingAsset ManagementConsultative Sales ManagementPortfolio ManagementInvestment StrategiesFinancial AdvisoryAsset ManagmentWealth ManagementMutual FundsFinanceInvestment AdvisoryExperienced Sales ProfessionalFinancial ServicesAsset Allocation

ABOUT BRIAN M. WHITTAKER

Brian M. Whittaker is a finance professional specializing in Business Development for Investment Management. Brian has formed business relationships with successful IIROC and MFDA Investment Advisors across Canada raising capital for world class institutions including AGF Canoe Financial LP, O\'Leary Funds Management LP and TD Asset Management. Having spent close to 20 years in the financial industry, he has lived and worked across an expanse of Canadian geography including his hometown of Toronto, Montreal and his current home, Vancouver. Brian has earned a specialist bachelor degree in Business Economics and Political Science from the University of Toronto, and has acquired several industry certifications related to Investment Management. Aside from his professional endeavors, Brian is actively involved in volunteerism that promotes financial literacy and professional development in his community. Specialties-Investment product sales to sophisticated Investment Advisors -Synthesizing market data/events into \"value-add\" actionable ideas -Business Development -Territory management -Sales strategy -Process improvement -Led project teams and cross-functional work groups

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