Wolfgang Klein
Senior Portfolio Manager, Senior Investment Advisor @Canaccord Genuity Wealth Management Canada
Signup · Get unlimited contacts
WORK HISTORY
Senior Portfolio Manager, Senior Investment Advisor @Canaccord Genuity Wealth Management Canada
Working together with Jack Hardill, I manage all forms of accounts including RRSPs, TFSAs, RESPs, Cash and Margin Accounts, Trust Accounts, Pledge and Corporate Accounts. I have a close relationship and proximity (on site) with our bond desk, equity trading desk and research analysts at Canaccord Genuity. This adds value to the practice by generating and executing ideas on the latest trends and market intelligence. Finally, being an independent brokerage, there is no pressure for an advisor to push in-house products. This allows me to choose the best and most applicable investment on the market for your portfolio. Our team also offers other essential services ranging from insurance & estate planning, to effective tax management solutions.
EDUCATION
Ryerson University
BBM, Business Management
SKILLS
ABOUT WOLFGANG KLEIN
Senior Portfolio Manager, Senior Investment Advisor at Canaccord Genuity Wealth Management
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.