Alan Acton Email & Phone Number
Portfolio Manager and Wealth Advisor @ National Bank of Canada
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Alan Acton Location
- Ottawa, ON, CA
Alan Acton Work
- 2023 -now Portfolio Manager and Wealth Advisor @
- 2011 -2023 Portfolio Manager @
- 2007 -2011 Financial Advisor @
- 1996 -2007 Financial Advisor @ MD Management Ltd.
Alan Acton Education
- Concordia University
B. Comm (Finance)
1989-1993 - Ernestown
Alan Acton Skills
- Retirement Planning
- Portfolio Management
- Wealth Management
- Financial Planning
- Investments
- Strategic Financial Planning
- Estate Planning
- Mutual Funds
- Insurance
- Finance
- Investment Strategies
- Retirement
- Asset Allocation
- Investment Advisory
- Asset Management
- Corporate Finance
- Securities
- Management
- Marketing
Alan Acton Summary
- Alan Acton, based in Ottawa, ON, CA, is currently a Portfolio Manager and Wealth Advisor at National Bank of Canada. Alan Acton brings experience from previous roles at Polaris Financial, Raymond James and MD Management Ltd.. Alan Acton holds a 1989 - 1993 B. Comm in Finance @ Concordia University. With a robust skill set that includes Retirement Planning, Portfolio Management, Wealth Management, Financial Planning, Investments and more. Alan Acton has 2 emails on RocketReach.
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