Senior Investment Advisor@ Echelon Wealth Partners
Montréal, Quebec, Canada
Heimlich Investment Management TM
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The City College of New York
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FlashIntel GPTHeimlich Investment Management TM is a highly experienced professional with over 54 years of work experience in the finance industry. Based in Canada, Heimlich has held senior positions at renowned financial institutions such as Echelon Wealth Partners, Dundee Goodman Private Wealth, and Merril Lynch Inc. With a focus on wealth management and investment advisory, Heimlich has made significant contributions to the organizations he has worked with. His expertise lies in financial services, with a focus on wealth management and investment strategies. Heimlich's dedication and knowledge make him a valuable asset in the industry.
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About
BULLISH ON THE FUTURE —YOURS.
Work Experience
Senior Investment Advisor
Financial Services
Heimlich Investment Management TM's Professional Milestones
- Senior Investment Advisor (2016-02-01~): Provided expert financial advice and tailored investment strategies to meet client needs.
- Senior Vice-president & Senior Investment Advisor (2000-05-01~2016-02-01): Developed robust investment strategies, driving growth and maximizing returns through strategic recommendations.
Education
Econimcs
1959-1962Certification
Colleagues
Doug Glover
Chief Operating Officer | Chief Financial Officer
David Cusson
Chief Executive Officer
Louis Cavalaris
Chief Compliance Officer
Dominic Chow
Chief Strategy Officer | Partner | Culture At The Centre Of Strategy
CRISSA PAKKIDIS
Vice President Corporate Initiatives
Other Named Heimlich Investment Management TM
Frequently asked questions
We found 1 Heimlich Investment Management TM's phone numbers
Heimlich Investment Management TM's social media include: Linkedin,
Heimlich Investment Management TM works for Echelon Wealth Partners
Heimlich Investment Management TM's role in Echelon Wealth Partners is Senior Investment Advisor
Heimlich Investment Management TM works in the industry of Financial Services
Heimlich Investment Management TM's colleagues are Doug Glover,David Cusson,Louis Cavalaris
Heimlich Investment Management TM's latest job experience is Senior Investment Advisor at Echelon Wealth Partners
Heimlich Investment Management TM's latest education in The City College of New York
