Jon Lambe Bcomm
Senior Portfolio Manager @RBC Dominion Securities
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WORK HISTORY
Senior Portfolio Manager @RBC Dominion Securities
Calgary, FR
Working with an accredited Portfolio Manager, you can be confident that your portfolio will be managed according to the highest standards. In consultation with you, your portfolio will be constructed with such factors as your growth requirements, income needs and risk tolerance in mind. Every portfolio we build and maintained is based on core asset quality requirements and aligned to your documented investment management guidelines and any other unique directives set out in your customized Investment Policy Statement.
EDUCATION
University of Calgary
Bachelor of Commerce, Finance
CFA Designation
CFA, Finance
SKILLS
ABOUT JON LAMBE BCOMM
Helping families achieve their financial goals. If you think it might be time for a financial review it probably is. I have a no obligation process, give me a call or email today.
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