Jason del Vicario

Portfolio Manager @Ia Private Wealth Usa

Vancouver, BC, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Nov 2022 — Present

Portfolio Manager @Ia Private Wealth Usa

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Jason is also a Portfolio Manager with iA Private Wealth (USA) Inc.(“IAPW-USA”) a Canadian based US Registered Investment Adviser “RIA” offering integrated cross border wealth management solutions to residents of the United States. As a Portfolio Manager with IAPW-USA, I can work with clients residing in the United States who are looking for wealth management solutions.

EDUCATION

N/A

CFA Institute

CFA, Finance

N/A

The University of British Columbia

B.Sc., Atmospheric Sciences/ Meteorology

N/A

Financial Planners Society of Canada

CFP, Financial Planning

SKILLS

Investment AdvisoryInvestmentsManagementAsset ManagementInvestment StrategiesEstate PlanningSecuritiesFinancial AnalysisReal EstateFinanceMutual FundsFinancial ServicesWealth ManagementPortfolio Management

ABOUT JASON DEL VICARIO

Jason’s formal education was completed at UBC where he earned a Bachelor of Sciences…

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Jason del Vicario — Portfolio Manager at Ia Private Wealth Usa in Vancouver, BC, CA | Unifers