Veronica Rooney
Wealth Advisor @Canaccord Genuity Wealth Management Canada
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WORK HISTORY
Wealth Advisor @Canaccord Genuity Wealth Management Canada
Calgary, AB, CA
Conduct comprehensive financial analyses for clients to identify their financial goals, and investment preferences. Provide ongoing financial education and guidance to clients, empowering them to make informed decisions and achieve financial success Develop customized wealth management plans aligned with clients\' objectives, incorporating investment strategies, retirement planning, and tax-efficient solutions Monitor clients\' investment portfolios regularly, making adjustments as needed to optimize performance and mitigate risk. Stay abreast of market trends, economic developments, and regulatory changes to provide timely and relevant advice to clients Collaborate with other financial professionals, such as tax advisors and estate planners, to offer holistic financial solutions Uphold compliance with industry regulations and company policies to ensure the integrity and confidentiality of client information
EDUCATION
University of Calgary
Certificate, Human Resources Management and Services
Justice Institute of British Columbia
Certificate, Mediation and Third-Party Intervention
Queen's University
Bachelor of Arts - BA, Political Science and Government
ABOUT VERONICA ROONEY
I began my work in financial services to help people understand the complex nature of the industry and achieve their goals. My mission is to empower my clients to make informed financial decisions, navigate market complexities, and build a secure financial future.
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