Roland Wood
Associate Regional Vice President, Western Canada @CI Assante Wealth Management
Vancouver, BC, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Sep 2025 — Present
Associate Regional Vice President, Western Canada @CI Assante Wealth Management
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Vancouver, BC, CA
EDUCATION
N/A
University of Windsor
Bachelor
SKILLS
Asset AllocationMutual FundsPortfolio ManagementHedge FundsFinancial PlanningStrategic Financial PlanningWealth ManagementEquitiesFinancial ServicesFinanceSalesCertified Financial PlannerSecuritiesInvestment AdvisoryInvestment StrategiesAlternative InvestmentsSalesforce.comCanadian Securities CourseInvestments
ABOUT ROLAND WOOD
ARVP, Western Canada at CI Assante
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