Craig MacKinnon
Investment Advisor & Financial Planner @RBC Dominion Securities
Signup · Get unlimited contacts
WORK HISTORY
Investment Advisor & Financial Planner @RBC Dominion Securities
Kelowna, BC, CA
EDUCATION
York University
CBV - Chartered Business Valuator Program
The University of Lethbridge
Bachelor of Management
ABOUT CRAIG MACKINNON
Craig is an experienced Investment Advisor based in Kelowna BC. Craig has a demonstrated history of strong performance in the financial services industry in roles that span from Analyst, Investment Advisor, Financial Planner, Private Wealth Consultant and Associate Investment Counsellor. Craig is skilled in advising high net worth business owners and individuals in areas of Investment Management, Business Valuation, Business Succession Planning, Banking, Trust and Estate planning. Craig carries a Bachelor of Management degree from the University of Lethbridge and is currently a Chartered Financial Analyst ( CFA ) charter holder, a Certified Financial Planner ( CFP) and Chartered Investment Manager ( CIM ) in good standing. In addition, Craig is currently a registered candidate in the coveted CBV ( chartered business valuator ) program.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.