Portfolio Manager@ CIBC Wood Gundy
Vancouver, British Columbia, Canada
Adam G. Pion
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FlashIntel GPTAdam G. Pion is a highly experienced professional with 29.2 years of work experience in portfolio management, equities, investments, wealth management, and financial analysis. He has a strong background in financial modeling, advisory, and financial planning. Adam has worked in various roles, including Portfolio Manager at CIBC Wood Gundy and Portfolio Manager at Scotiabank. He is also a Certified Financial Planner (CFP) and has a CICA In Depth Tax Course. Adam's expertise lies in high net worth individuals, asset allocation, hedge funds, and risk management. He is currently based in Vancouver, Canada.
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Emails and Phone Numbers
About
Specialties: Professional Designations: Chartered Accountant (CA), Chartered Financial Analyst (CFA), Certified Financial Planner (CFP) CICA In Depth Tax Course
Work Experience
Portfolio Manager
Financial Services
Adam G. Pion's Professional Milestones
- Director, Senior Client Advisor (2004-11-01~2008-06-01): Collaborated with team to deliver exceptional financial guidance, driving client satisfaction and retention.
- Vice President, Investment Advisory Services (2001-01-01~2004-11-01): Developed and implemented strategic partnerships to enhance investment advisor portfolios and drive business growth.
Skill
Portfolio Management
Equities
Investments
Wealth Management
Financial Analysis
Etfs
Investment Strategies
Investment Management
Financial Modeling
Investment Advisory
Financial Planning
Asset Management
Mutual Funds
Risk Management
Finance
Strategic Financial Planning
High Net Worth Individuals
Asset Allocation
Hedge Funds
Accounting
Alternative Investments
Research
Business Strategy
Valuation
Options
Wealth
Financial Reporting
Business Valuation
Securities
Derivatives
Bonds
Financial Markets
Financial Services
Retirement Planning
Investor Relations
Financial Risk
Capital Markets
Financial Advisory
Financial Planners
Fixed Income
Tax
Insurance
Income Tax
Public Speaking
Microsoft Excel
Business Planning
Managerial Finance
Asset Managment
Board Governance
Financial Management
Certification
Colleagues
Fabio Danisi
private wealth management and investment advisory - co-president of the ypma young professionals in m&a
Ray Smallwood
first vice president at cibc wood gundy
Rick Ragno
owner cibc wood gundy
Greg Furtney
business owner and senior consultant at gna solutions ltd
Marvin Schmidt
Founder | Principal | Senior Wealth Advisor | IBM Private Wealth | Chair Of Expansion
Other Named Adam G. Pion
Frequently asked questions
We found 3 Adam G. Pion's email addresses
Adam G. Pion's social media include: Linkedin,
Adam G. Pion works for CIBC Wood Gundy
Adam G. Pion's role in CIBC Wood Gundy is Portfolio Manager
Adam G. Pion works in the industry of Financial Services
Adam G. Pion's colleagues are Fabio Danisi,Ray Smallwood,Rick Ragno
Adam G. Pion's latest job experience is Portfolio Manager at CIBC Wood Gundy
