Trevor Fiell

Associate Portfolio Manager, Portfolio Analytics Associate @Richardson Wealth

Calgary, AB, CA

EMAILS

[email protected]

MOBILE NUMBERS

+91 *********19

Reveal Contact Details

Signup · Get unlimited contacts

WORK HISTORY

Oct 2022 — Present

Associate Portfolio Manager, Portfolio Analytics Associate @Richardson Wealth

View department →

Calgary, AB, CA

Gained the required licensing to use discretion to rebalance client accounts back to our model portfolios.

EDUCATION

N/A

Canadian Securities Institute

Canadian Securities Course (CSC)

N/A

CFA Institute

Passed Level III of the CFA Program exam in May 2022

N/A

Canadian Securities Institute

Conduct and Practices Handbook (CPH)

N/A

Canadian Securities Institute

Portfolio Management Techniques (PMT)

N/A

CFA Institute

Passed Level I of the CFA Program exam in December 2018

N/A

CFA Institute

Passed Level II of the CFA Program exam in May 2021

2016 — 2018

University of Alberta

Bachelor of Commerce - BCom, Finance Major

N/A

Canadian Securities Institute

Options Licensing Course (OLC)

2010 — 2016

University of Alberta

Bachelor of Arts - BA, Psychology Major, Sociology Minor

N/A

Canadian Securities Institute

Wealth Management Essentials (WME)

N/A

Canadian Securities Institute

Derivatives Fundamentals Course (DFC), Honours

N/A

Canadian Securities Institute

Advanced Investment Strategies (AIS)

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.