Graeme Higgins

Wealth Analyst @The Argus Group

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

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WORK HISTORY

Apr 2025 — Present

Wealth Analyst @The Argus Group

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Toronto, ON, CA

Conduct portfolio analysis and investment recommendations with financial planning software.Execute trades for custom client strategies and fund rebalancing. Prepare and present client meeting packages and ensure proper follow up post meeting. Prepare fund fact sheets for pensions and private clients.Utilize Bloomberg to review market and bond information.

EDUCATION

2015 — 2019

McMaster University

Bachelor's degree

2021 — 2022

DeGroote School of Business - McMaster University

Master of Business Administration - MBA

ABOUT GRAEME HIGGINS

Finance interest, always trying to learn. CFA® charterholder Degroote MBA

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Graeme Higgins — Wealth Analyst at The Argus Group in Toronto, ON, CA | Unifers