Kevin Greenard
Senior Wealth Advisor, Portfolio Manager @Scotiabank
Victoria, BC, CA
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MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Dec 2003 — Present
Senior Wealth Advisor, Portfolio Manager @Scotiabank
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Victoria, BC, CA
EDUCATION
1998
Institute of Chartered Accountants of British Columbia
Chartered Accountant
2001
Canadian Securities Institute
Canadian Securities Course
2004
Canadian Securities Institute
Canadian Insurance Course
2012
Canadian Securities Institute
Canadian Investment Manager, Portfolio Manager
2004
Insurance Council of British Columbia
Life Licence Qualification Program (LLQP)
2004
Financial Planners Standard Council
Certified Financial Planner
2006
Canadian Securities Institute
Financial Management Advisor
2004
Canadian Securities Institute
Professional Financial Planner
SKILLS
Financial AccountingInvestment StrategiesInvestment Risk ManagementWealth ManagementTrust ServicesFinancial AnalysisPortfolio ManagementFinancial PlannersRisk ManagementCorporate TaxEducation PlanningFinancial ReportingTaxWealth Management ServicesAccess to Private BankingInsurance StrategiesCash Flow ManagementFinancial AdvisoryFinancial ServicesStrategic Financial PlanningTax PlanningFinanceManaged/Discretionary AccountsAccountingWealthFinancial PlanningWill & Estate PlanningInvestments
ABOUT KEVIN GREENARD
My name is Kevin Greenard, and I am a Senior Wealth Advisor and Portfolio Manager, Wealth…
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