Yehya El Takch
Assistant, Investment Advisor, Rr @CIBC Wood Gundy
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WORK HISTORY
Assistant, Investment Advisor, Rr @CIBC Wood Gundy
London, ON, CA
EDUCATION
American University of Science and Technology
Master of Business Administration - MBA
ABOUT YEHYA EL TAKCH
CIBC Wood Gundy leverages my expertise as an Assistant, Investment Advisor, RR to support financial planning and wealth management objectives. Holding the CFA Charter and CMA designation, I contribute to strategic initiatives that align with client goals and regulatory standards. My role emphasizes portfolio management and reporting with a focus on delivering exceptional client service. Previous experience as a Senior Accountant at Tax Smart honed my tax consulting and accounting skills, while my tenure at CFI Lebanon strengthened my market analysis capabilities. With a Master\'s in Business Administration specializing in Finance, my commitment lies in empowering organizations with data-driven insights and wealth management strategies.
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