Brian Mayhew Email
Regional Manager, Wealth Management @ Coast Capital Wealth Management
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Brian Mayhew Location
- Delta, BC, CA
Brian Mayhew Work
- Regional Manager, Wealth Management @ (November 2024 - Present)
- Regional Manager, Investment Funds, Worldsource Financial Management Inc. @ (February 2019 - Present)
- Practice Management Advisor @ (January 2023 - November 2023)
- Director, Wealth Management Investments @ (February 2019 - January 2023)
- Regional Manager, Investments and Insurance @ (January 2016 - February 2019)
- Financial Planner @ (September 2013 - January 2016)
- Financial Advisor @ (March 2013 - September 2013)
- General Manager @ (April 2011 - February 2013)
- Associate Vice President and Region Head – Western Canada @ Toronto Dominion Waterhouse Financial Planning, Calgary (January 2006 - January 2009)
- Regional Manager @ Toronto Dominion Waterhouse Financial Planning, Calgary (January 2003 - January 2006)
- Earlier Roles @ (January 1994 - January 2003)
Brian Mayhew Education
- CFA Institute
Chartered Financial Analyst (Finance and Financial Management Services)
2002 - McMaster University
Bachelor of Commerce
Brian Mayhew Skills
- Banking
- Change Management
- Finance
- Investments
- Leadership
- Management
- Mergers
- Mortgage Lending
- Mutual Funds
- Operations Management
- Recruiting
- Sales
- Sales Process
- Strategic Financial Planning
- Strategic Planning
- Team Building
- Training
- Wealth Management
- Financial Planning
- Relationship Management
- Business Relationship Management
- Mergers
- Business Development
- Customer Service
- Services
- Financial Analysis
- Marketing
- New Business Development
Brian Mayhew Summary
- Brian Mayhew, based in Delta, BC, CA, is currently a Regional Manager, Wealth Management at Coast Capital Wealth Management. Brian Mayhew brings experience from previous roles at Worldsource Financial Management, Coast Capital Savings and Coast Capital Wealth Management. Brian Mayhew holds a Chartered Financial Analyst in Finance and Financial Management Services @ CFA Institute. With a robust skill set that includes Banking, Change Management, Finance, Investments, Leadership and more. Brian Mayhew has 2 emails on RocketReach.
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