Jesse Steiner
Senior Investment Advisor with Td Wealth Private Wealth Investment Advice @TD
Signup · Get unlimited contacts
WORK HISTORY
Senior Investment Advisor with Td Wealth Private Wealth Investment Advice @TD
Pointe-Claire, QC, CA
EDUCATION
College of Europe
Master's degree (M.A.) Administration & Political Studies
Royal Holloway, University of London
B.A.
Canadian Securities Institute
Chartered Investment Manager (CIM)
Bishop's University
B.A. Honors
ABOUT JESSE STEINER
My primary focus is to achieve results for my clients while maintaining an impeccable level of customer service. Integrity, transparency and dedication are values that I incorporate into all my dealings with clients. The approach that I employ with clients is comprehensive and aims to ‘leave no stone unturned’. This begins with the recognition that each of my clients has a unique set of financial goals and objectives which require different solutions. Once these goals and objectives have been established together, I work hard to elaborate a custom-tailored investment plan that takes into account every possible angle and scenario. This plan is then closely and regularly monitored to ensure that it keeps in step with the rapid pace of change that characterizes our lives and the world we live in. “To will is to select a goal, determine a course of action that will bring one to that goal, and then hold to that action till the goal is reached. The key is action.” -Michael Hanson-
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.