Vice President Private Client Group@ Fisher Investments
Edmonton, Alberta, Canada
Aaron Cann Bsc. CIM
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McMaster University
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FlashIntel GPTAaron Cann Bsc. CIM is a highly experienced Private Wealth Consultant & Portfolio Manager with over 20 years of work experience. He specializes in investment advisory, wealth management, retirement planning, asset allocation, investment strategies, mutual funds, and portfolio management. Currently based in Edmonton, Canada, Aaron works at Investment Planning Counsel. He has held various positions at reputable companies such as Fisher Investments and TD, where he gained expertise in the financial services industry. With a strong background in the field, Aaron is a valuable asset in the field of investment advisory.
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About
Private Wealth Consultant & Portfolio Manager - Western Canada at Investment Planning Counsel
Work Experience
Vice President Private Client Group
Financial Services
Aaron Cann Bsc. CIM's Professional Milestones
- Investment Advisor (2010-04-01~2011-09-01): Guided diversifying investment portfolios through strategic assessments and investment strategies.
- Regional Sales Director (2008-02-01~2009-07-01): Achieved record-breaking sales targets, driving revenue growth, and expanding market share in assigned territory.
Education
Biology
1997-2001Skill
Investment Advisory
Wealth Management
Retirement Planning
Asset Allocation
Investment Strategies
Mutual Funds
Portfolio Management
Certification
Colleagues
Adrian Schnuck
Product Owner | Fisher Investments | Portfolio Management Group
Josh Whitbeck - CSPO
business analyst product owner at fisher investments
Dylan Marks
product owner | mba
Vincent Nava, MBA, CSPO
PMG Product Owner
Jonathan Thomas
product owner at fisher investments
Other Named Aaron Cann Bsc. CIM
Frequently asked questions
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Aaron Cann Bsc. CIM works for Fisher Investments
Aaron Cann Bsc. CIM's role in Fisher Investments is Vice President Private Client Group
Aaron Cann Bsc. CIM works in the industry of Financial Services
Aaron Cann Bsc. CIM's colleagues are Adrian Schnuck,Josh Whitbeck - CSPO,Dylan Marks
Aaron Cann Bsc. CIM's latest job experience is Vice President Private Client Group at Fisher Investments
Aaron Cann Bsc. CIM's latest education in McMaster University
