Jeff Ady

Portfolio Manager & Managing Partner @Northfront Financial

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

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WORK HISTORY

May 2019 — Present

Portfolio Manager & Managing Partner @Northfront Financial

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CA

Northfront Financial is a boutique full-service financial planning firm serving individuals and families in Calgary, Alberta. We pride ourselves on being a different kind of investment firm. This stems from our humble roots, entrepreneurial spirit, and a culture of integrity and professionalism. Our goal is to offer the best investment products, services, advice, and ideas the financial industry has to offer from our experienced team, which includes individuals with the Chartered Financial Analyst (CFA), Chartered Investment Manager (CIM), and Certified Financial Planner (CFP) designations.

EDUCATION

2001 — 2008

Brigham Young University - Idaho

Business, Finance

SKILLS

BankingMutual FundsRisk ManagementPortfolio ManagementLoansStrategic Financial PlanningBusiness AnalysisMortgage LendingCredit AnalysisAccountingFinancial AnalysisAnalysisCreditFinancial ModelingMicrosoft WordTeam LeadershipForecastingManagerial FinanceManagementTeam BuildingFinancial ReportingBusiness DevelopmentWealth ManagementPublic SpeakingEconomicsRetirement PlanningBusiness StrategyBudgetsCash ManagementInvestmentsFinanceStrategic PlanningCustomer ServiceBusiness PlanningCommercial LendingMarketingCorporate FinanceSales ManagementAccessLeadership

ABOUT JEFF ADY

Jeff is a Northfront Financial Partner and Portfolio Manager. Jeff shares the Northfront…

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Jeff Ady — Portfolio Manager & Managing Partner at Northfront Financial in Calgary, AB, CA | Unifers