Senior Portfolio Manager @ (February 2005 - December 2021)
Brian Doell Education
University of Manitoba
Bachelor of Commerce (Honours) (Finance / Marketing)
1991-1995
CFA Charterholder
Brian Doell Skills
Asset Allocation
Asset Management
Business Succession
Commercial Banking
Credit
Credit Analysis
Credit Risk
Equities
Estate Planning
Finance
Financial Analysis
Financial Planning
Fixed Income
Investment Advisory
Investment Strategies
Investments
Mortgage Lending
Multi-generational wealth transfer
Mutual Funds
Portfolio Management
Private Banking
Relationship Management
Residential Mortgages
Retail Banking
Retirement Planning
Risk Management
Wealth Management
Brian Doell Summary
Brian Doell, based in Calgary, AB, CA, is currently a Senior Portfolio Manager at Scotia Wealth Management. Brian Doell brings experience from previous roles at Scotia Wealth Management - Jaraslowski Fraser and Scotia Wealth Management - Private Investment Counsel. Brian Doell holds a 1991 - 1995 Bachelor of Commerce (Honours) in Finance / Marketing @ University of Manitoba. With a robust skill set that includes Asset Allocation, Asset Management, Business Succession, Commercial Banking, Credit and more. Brian Doell has 3 emails on RocketReach.
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