Vicki Breech
Keine laufenden Positionen mehr
Profil
Since joining Cougar Global in 1996, Mrs. Breech has consistently provided clients with the high quality services they have come to expect.
As well as being a Certified Financial Planner, Mrs. Breech is a Fellow of the Canadian Securities Institute.
She is committed to an ongoing professional development program in order to assure our clients are aware of the most advanced financial planning strategies available.
Mrs. Breech is also a qualified Life Insurance Representative, licensed in Ontario.
She works with clients to develop an Investment Policy Statement and a Financial Plan.
Ehemalige bekannte Positionen von Vicki Breech
| Unternehmen | Position | Ende |
|---|---|---|
Cougar Global Investments Ltd.
 Cougar Global Investments Ltd. Investment ManagersFinance Cougar Global Investments Ltd. (Cougar Global) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded by E. James Breech in 1993 and is a wholly-owned subsidiary of Raymond James International Canada, Inc., ultimately owned by Raymond James Financial, Inc. (NYSE: RJF) in the US. Cougar Global provides investment advisory services to certain sponsors under a number of Wrap Programs. | Corporate Officer/Principal | - |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Cougar Global Investments Ltd.
Cougar Global Investments Ltd. Investment ManagersFinance Cougar Global Investments Ltd. (Cougar Global) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded by E. James Breech in 1993 and is a wholly-owned subsidiary of Raymond James International Canada, Inc., ultimately owned by Raymond James Financial, Inc. (NYSE: RJF) in the US. Cougar Global provides investment advisory services to certain sponsors under a number of Wrap Programs. | Finance |
