Doug Pinder

Portfolio Manager @Raymond James Ltd.

Calgary, AB, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Aug 2020 — Present

Portfolio Manager @Raymond James Ltd.

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Calgary, AB, CA

With the support of Raymond James resources and specialists, we offer a spectrum of family office type services that take the client service experience to a whole new level. Our goal is to deliver the best wealth management advice and strategies to our clients. This includes financial planning, estate & tax planning, portfolio management, family governance, coordination of charitable giving, cash flow & budgeting, debt management, risk management and will & estate planning.OP Elite is a team of dedicated professionals who are committed to guiding you towards lasting success. With the knowledge to help you achieve your financial goals and the integrity to always do what’s best for our clients, we’re here to support you at every step of the way.

EDUCATION

N/A

University of Saskatchewan

Bachelor of Commerce (B.Com.)

SKILLS

Financial AnalysisAsset ManagementInvestmentsCross SellingFinancial ServicesCreditPortfolio ManagementLoansCommercial BankingFinancial PlanningMortgage LendingRetirement PlanningWealth ManagementSecuritiesInvestment AdvisoryBankingMutual FundsRisk ManagementStrategic Financial PlanningRelationship ManagementRetail Banking

ABOUT DOUG PINDER

Everyone deserves to feel confident about their financial future. That confidence starts…

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Doug Pinder — Portfolio Manager at Raymond James Ltd. in Calgary, AB, CA | Unifers