Richard Wylie

VP, Investment Strategy @CI Assante Wealth Management

Toronto, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

May 2000 — Present

VP, Investment Strategy @CI Assante Wealth Management

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Investment review and due diligenceFinancial market and economic analysis

EDUCATION

1988 — 1989

University of Waterloo

Master’s Degree, Economics

1991 — 1994

CFA Institute

CFA Charter - Granted 1994

1994 — 2001

Canadian Securities Institute

Canadian Securities Course / Conduct & Practices / Partners, Directors & Officers

1981 — 1988

University of Waterloo

Bachelor’s Degree, Economics (Honours, Applied Co-op)

SKILLS

Wealth ManagementEconomicsInvestment StrategiesForeign ExchangeFixed IncomeTradingTreasuryInvestments

ABOUT RICHARD WYLIE

VP, Investment Strategy at Assante Wealth Management

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Richard Wylie — VP, Investment Strategy at CI Assante Wealth Management in Toronto, ON, CA | Unifers