Brad Poulter Email
Associate Investment Advisor @ Currently looking for a new opportunity
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Brad Poulter Location
- Kelowna, BC, CA
Brad Poulter Work
- 2025 -now Associate Investment Advisor @
- 2022 -2025 Financial Consultant @
- 2012 -2020 Investment Associate @
- 2012 -2020 Investment Associate @
- 2006 -2011 Investment Associate @
- 2009 -2009 BNI @ BNI
- 2003 -2006 Account Manager @ RBC Royal Bank
Brad Poulter Education
- University of Alberta
BComm (BComm, Finance)
1990-1995 - Canadian Securities Institute
- Queen Elizabeth Composite Hgh School
Bachelor of Commerce (B.Com.) (Bachelor of Commerce (B.Com.), Finance, General)
Brad Poulter Skills
- Portfolio Management
- Financial Advisory
- Investment Strategies
- Banking
- Trading
- Financial Services
- Retirement Planning
- Wealth Management
- Financial Planning
- Investment Management
- Contact Management
- Personal Financial Planning
Brad Poulter Summary
- Brad Poulter, based in Kelowna, BC, CA, is currently a Associate Investment Advisor at Currently looking for a new opportunity. Brad Poulter brings experience from previous roles at MD Financial Management | Gestion financière MD, SCOTIA WEALTH MANAGEMENT LTD., ScotiaMcLeod and RBC Dominion Securities. Brad Poulter holds a 1990 - 1995 BComm in BComm, Finance @ University of Alberta. With a robust skill set that includes Portfolio Management, Financial Advisory, Investment Strategies, Banking, Trading and more. Brad Poulter has 1 emails on RocketReach.
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