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Rob Broad
Mitglied des Investmentausschusses bei CWB Private Investment Counsel Ltd.
Profil
Mr. Robert J.
Broad, CFA, is a Senior Private Wealth Advisor & Portfolio Manager at CWB Private Investment Counsel Ltd.
He began working with clients at T.E.
Wealth in 1997, and is a member of the firm’s Investment Committee.
Having helped clients manage their investments through several market and economic cycles, he puts the lessons learned through time and experience to work for their benefit.
Mr. Broad began his career with Royal Trust, working with their high-net-worth clients.
He received his his degree in Economics from Wilfrid Laurier University.
He pursued professional accreditation in investment management, attaining the Certified Investment Manager designation and becoming a Chartered Financial Analyst charter holder.
Aktive Positionen von Rob Broad
Unternehmen | Position | Beginn |
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CWB Private Investment Counsel Ltd.
![]() CWB Private Investment Counsel Ltd. Investment ManagersFinance CWB Private Investment Counsel Ltd. (CWB Private) is an asset management firm headquartered in Toronto, Canada. Formerly known as IA Investment Counsel, Inc., the firm was founded in 1972 and is a subsidiary of Canadian Western Bank (TSE: CWB). CWB Private provides wealth management services to high-net worth Canadian families. | Mitglied des Investmentausschusses | 01.01.1997 |
Ausbildung von Rob Broad
Wilfrid Laurier University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
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Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 1 |
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CWB Private Investment Counsel Ltd.
![]() CWB Private Investment Counsel Ltd. Investment ManagersFinance CWB Private Investment Counsel Ltd. (CWB Private) is an asset management firm headquartered in Toronto, Canada. Formerly known as IA Investment Counsel, Inc., the firm was founded in 1972 and is a subsidiary of Canadian Western Bank (TSE: CWB). CWB Private provides wealth management services to high-net worth Canadian families. | Finance |