Kyle Johnson
Portfolio Manager, Associate Investment Advisor - Alexandra Horwood and Partners @Richardson Wealth
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WORK HISTORY
Portfolio Manager, Associate Investment Advisor - Alexandra Horwood and Partners @Richardson Wealth
CA
Executing buy/sell transactions of equities, fixed income, and alternative investment products for client accounts- Establishing and enhancing tax efficient investment strategies through building model portfolios and tracking them on a constant basis- Performance and tax reporting - Completing cost base reconciliations- Managing allocations of syndicated issues- Monitoring positions in the daily market- Completing and presenting retirement planning projections or holistic financial plans
EDUCATION
Seneca Polytechnic
Business
York University
BA
SKILLS
ABOUT KYLE JOHNSON
Portfolio Manager, Associate Investment Advisor - Alexandra Horwood and Partners at Richardson Wealth
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