Robert Zanfir

Investment Advisor Financial Planner @Bmo Nesbitt Burns

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

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WORK HISTORY

Jul 2018 — Present

Investment Advisor Financial Planner @Bmo Nesbitt Burns

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EDUCATION

2010 — 2010

CSI Global Education

PFP-C

2015 — 2015

Financial Planning Standards Council

Certified Financial Planner II

2014 — 2014

CSI Global Education

Wealth Management Essentials

1997 — 2002

Pine Ridge SS

High School Diploma

2008 — 2009

University of La Verne College of Law

Juris Doctor

2002 — 2006

York University - Glendon College

Bachelor of Arts, Honours

2007 — 2007

Institute of Canadian Bankers

IFC

2015 — 2015

George Brown College

Financial Planning Capstone Course

2012 — 2012

CSI Global Education

CSC

SKILLS

LoansCreditFinancial PlanningInvestmentsStrategic Financial PlanningAnalysisFinancial RiskCredit AnalysisFinancial ServicesCredit RiskFinancial WritingRelationship ManagementWealthBankingCommercial LendingMutual FundsFinancial AnalysisInsuranceInvestment AdvisorySecuritiesCommercial BankingFixed IncomePortfolio ManagementFinancial AdvisoryRetirement PlanningRetail BankingFinanceLines of CreditMortgage LendingRisk ManagementWealth ManagementFixed Income Securities

ABOUT ROBERT ZANFIR

Any postings on social media are my own and do not necessarily reflect BMO’s position or viewpoints. The information herein is for Canadian residents only and does not constitute any financial, legal, tax, investment or other advice. Please do not post any personal or confidential information on this site. Should you wish to discuss your personal financial circumstances please contact us directly. Previous results are not indicative of future results. BMO Nesbitt Burns Inc.(BMO NBI) provides this commentary to clients for informational purposes only. The information contained herein is based on sources that we believe to be reliable, but is not guaranteed by us, may be incomplete or may change without notice. The comments included in this document are general in nature, and professional advice regarding an individual’s particular position should be obtained. BMO NBI is a subsidiary of Bank of Montreal and Member-Canadian Investor Protection Fund. “BMO (M-bar Roundel symbol)” is a registered trademark of Bank of Montreal, used under licence. “Nesbitt Burns” is a registered trademark of BMO NBI, used under licence.

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Robert Zanfir — Investment Advisor Financial Planner at Bmo Nesbitt Burns in Toronto, ON, CA | Unifers