Brian Steele
Portfolio Manager @Raymond James Usa Ltd
Waterloo, ON, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2006 — Present
Portfolio Manager @Raymond James Usa Ltd
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Waterloo, ON, CA
EDUCATION
1996 — 1998
Chartered Financial Analyst
CFA, Finance
1983 — 1988
University of Waterloo
BMath,, Math/Accounting/Finance
N/A
Chartered Accountant
CA - 1989, Accounting
N/A
U.S. Securities Licences
Series 7, 63, Finance
SKILLS
Investment StrategiesAlternative InvestmentsMutual FundsWealth ManagementInvestmentsStrategic Financial PlanningFinancePortfolio ManagementTaxAsset ManagementEquitiesFinancial PlanningAccountingFinancial AdvisorySecurities
ABOUT BRIAN STEELE
Steele Wealth Management of Raymond James Ltd, is a team of wealth management, tax and…
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