Associate Portfolio Manager@ RBC Dominion Securities
Waterloo, Ontario, Canada
Ryan Lynch, CFA
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Wilfrid Laurier University
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FlashIntel GPTRyan Lynch, CFA is an expert in wealth management with over a decade of industry experience. He offers a people-first approach to building wealth by earning clients' trust through hard work and transparency. Ryan is a registered Chartered Financial Analyst (CFA), ensuring optimal asset allocation for clients and developing comprehensive investment strategies. He has worked at RBC Dominion Securities and TD, gaining valuable experience in investment consulting and financial services. Ryan is dedicated to ensuring complex and critical investment practices are met through his private investment management program.
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About
As an expert in wealth management with over a decade of industry experience, I offer a people-first approach to building wealth by earning clients’ trust through consistent hard work and transparency. I am proud to be part of one of the top advisory teams in the country. As a registered Chartered Financial Analyst (CFA), I maintain optimal asset allocation for all client portfolios, and assist in developing comprehensive investment strategies, research, and portfolio construction through our Private Investment Management program. Discover what makes The MacNaughton Lynch Group the investment practice of choice for all matters complex and critical. Visit www.macnaughtonlynch.com
...See MoreWork Experience
Associate Portfolio Manager
Financial Services
Ryan Lynch, CFA's Professional Milestones
- Associate Portfolio Manager (2014-05-01~): Provided effective financial analysis and strategized financial decisions for clients, enhancing their investment portfolios.
- Investment Consultant (2009-03-01~2010-09-01): Provided financial guidance to clients, optimizing their financial plans and driving business growth.
Education
Economics,
Bachelors,
Bachelor Of Arts
1072915200-1199145600Skill
Mutual Funds
Wealth Management
Financial Analysis
Asset Managment
Bonds
Investment Strategies
Strategic Financial Planning
Portfolio Management
Investment Advisory
Capital Markets
Investments
Retirement Planning
Equities
Wealth
Banking
Financial Advisory
Fixed Income
Retail Banking
Mortgage Lending
Credit Risk
Asset Management
Relationship Management
Financial Services
Finance
Credit
Loans
Credit Analysis
Structured Finance
Bloomberg
Commercial Banking
Asset Allocation
Risk Management
Financial Planning
Investment Management
Underwriting
Etfs
Insurance
Restructuring
Critical Illness
Funding
Financial Modeling
Financial Markets
Hedge Funds
Derivatives
Investment Banking
Valuation
Trading
Commercial Lending
Cash Management
Securities
Certification
Colleagues
Jackie Do
Wealth Management Associate | Small Business Owner | Financial Management
Mike Logashov
product owner at rbc dominion securities
Tom Hartford
Owner
Matthew Reid
Vice President, Equity Agency Trader
Emmanuel Athanassakos, CIM®, CFP®
Investment And Wealth Advisor
Other Named Ryan Lynch, CFA
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Ryan Lynch, CFA's social media include: Linkedin,
Ryan Lynch, CFA works for RBC Dominion Securities
Ryan Lynch, CFA's role in RBC Dominion Securities is Associate Portfolio Manager
Ryan Lynch, CFA works in the industry of Financial Services
Ryan Lynch, CFA's colleagues are Jackie Do,Mike Logashov,Tom Hartford
Ryan Lynch, CFA's latest job experience is Associate Portfolio Manager at RBC Dominion Securities
Ryan Lynch, CFA's latest education in Wilfrid Laurier University
