Brian Mayhew Email
Regional Manager, Wealth Management @ Coast Capital Wealth Management
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Brian Mayhew Location
- Delta, BC, CA
Brian Mayhew Work
- 2024 -now Regional Manager, Wealth Management @
- 2019 -now Regional Manager, Investment Funds, Worldsource Financial Management Inc. @
- 2023 -2023 Practice Management Advisor @
- 2019 -2023 Director, Wealth Management Investments @
- 2016 -2019 Regional Manager, Investments and Insurance @
- 2013 -2016 Financial Planner @
- 2013 -2013 Financial Advisor @
- 2011 -2013 General Manager @
- 2006 -2009 Associate Vice President and Region Head – Western Canada @ Toronto Dominion Waterhouse Financial Planning, Calgary
- 2003 -2006 Regional Manager @ Toronto Dominion Waterhouse Financial Planning, Calgary
- 1994 -2003 Earlier Roles @
Brian Mayhew Education
- CFA Institute
Chartered Financial Analyst (Finance and Financial Management Services)
2002 -
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
- 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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