Senior Portfolio Manager@ RBC Dominion Securities
Calgary, Alberta, Canada
Michael Clarry, FMA, CIM, FCSI
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Queen's University
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FlashIntel GPTMichael Clarry, FMA, CIM, FCSI is an experienced Investment Advisor with 30 years of work experience. He specializes in wealth management services, retirement planning, and estate planning. Currently, he manages 140 family relationships in Canada, Alberta, Ontario, and Quebec. Michael has a strong background in customizing financial planning, investment management, and estate planning. He has worked at RBC Dominion Securities and Scotiabank, gaining extensive knowledge in the financial services industry.
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About
Investment Advisor since 1999. Began Advisor career with BMO Nesbitt Burns Inc. Specialize in Managing Investment Portfolios for retirement & legacy goals. Currently managing 140 family relationships in BC, Alberta, Ontario and Quebec.Specialties: Wealth Management Services. Customized financial / retirement planning, investment managment, and estate planning.
Work Experience
Senior Portfolio Manager
Senior Portfolio Manager
Financial Services
Michael Clarry, FMA, CIM, FCSI's Professional Milestones
- Investment Advisor (1999-11-01~2005-05-01): Provided expert guidance on investing strategies, contributing to the financial success of client clients.
- Personal Banking Officer (1997-06-01~1999-11-01): Streamlined financial processes, resulting in improved accuracy and efficiency in purchasing power.
Education
Economics,
Finance,
Bachelors,
Bachelor Of Arts,
Finance / Micro Economics
1985-1989Skill
Wealth Management
Mutual Funds
Retirement Planning
Portfolio Management
Investment Management
Wealth Management Services
Estate Planning
Investment Strategies
Finance
Investment Advisory
Equities
Retirement
Management
Asset Management
Asset Allocation
Strategic Financial Planning
Loans
Fixed Income
Public Speaking
Alternative Investments
Securities
High Net Worth Individuals
Wealth
Equity Research
Trading
Private Equity
Capital Markets
Structured Products
Financial Planning
Retail Banking
Financial Modeling
Bloomberg
Etfs
Hedge Funds
Valuation
Private Banking
Investment Policy
Personal Financial Planning
Certification
Colleagues
Jackie Do
Wealth Management Associate | Small Business Owner | Financial Management
Mike Logashov
product owner at rbc dominion securities
Tom Hartford
Owner
Emmanuel Athanassakos, CIM®, CFP®
Investment And Wealth Advisor
Treshana (Trish) Walker, BBA, CFP®, CIM®
comprehensive wealth management │tax-saving strategies│ investment solutions│ executive & business owner planning│ retirement & estate planning
Other Named Michael Clarry, FMA, CIM, FCSI
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Michael Clarry, FMA, CIM, FCSI works for RBC Dominion Securities
Michael Clarry, FMA, CIM, FCSI's role in RBC Dominion Securities is Senior Portfolio Manager
Michael Clarry, FMA, CIM, FCSI works in the industry of Financial Services
Michael Clarry, FMA, CIM, FCSI's colleagues are Jackie Do,Mike Logashov,Tom Hartford
Michael Clarry, FMA, CIM, FCSI's latest job experience is Senior Portfolio Manager at RBC Dominion Securities
Michael Clarry, FMA, CIM, FCSI's latest education in Queen's University
