Bryan Sommer Email & Phone Number
Senior Wealth Advisor and Portfolio Manager @ CIBC Wood Gundy
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Bryan Sommer Location
- White Rock, BC, CA
Bryan Sommer Work
- 2015 -now Senior Wealth Advisor and Portfolio Manager @
- 2009 -2015 Financial Planner and Investment Advisor @
- 2005 -2008 Chartered Accountant @ KNV Chartered Accountants LLP
- 2003 -2004 Customer Service Representative @ Custom House Currency Exchange
Bryan Sommer Education
- Canadian Securities Institute
Fellow of CSI (FCSI)
2009-2020 - Canadian Securities Institute
Chartered Investment Manager (CIM)
2009-2018 - FP Canada: Advanced Professional Financial Planning
Certified Financial Planner (CFP)
2007-2009 - Canadian Institute of Chartered Business Valuators (CICBV)
Intermediate Business Valuation
2007-2008 - Chartered Professional Accountants of Canada (CPA Canada)
Chartered Professional Accountant (Chartered Accountant (CPA, CA))
2005-2007 - University of Victoria
BComm (Entrepreneurship)
2000-2005
Bryan Sommer Skills
- Retirement Planning
- Estate Planning
- Tax Planning
- Investment Management
- Wealth Management
- Financial Planners
- Small Business
- Portfolio Management
- Management
- Entrepreneurship
- Finance
- Tax
- Wealth
- Financial Services
- Strategic Financial Planning
- Investments
- Financial Advisory
- Investment Advisory
- Tax savings
- Investment Advice
- Financial Planning
- Financial Analysis
- Mutual Funds
- Analysis
- Financial Modeling
- Investment Strategies
Bryan Sommer Summary
- Bryan Sommer, based in White Rock, BC, CA, is currently a Senior Wealth Advisor and Portfolio Manager at CIBC Wood Gundy. Bryan Sommer brings experience from previous roles at Manulife Securities, KNV Chartered Accountants LLP and Custom House Currency Exchange. Bryan Sommer holds a 2009 - 2020 Fellow of CSI (FCSI) @ Canadian Securities Institute. With a robust skill set that includes Retirement Planning, Estate Planning, Tax Planning, Investment Management, Wealth Management and more. Bryan Sommer has 3 emails and 1 mobile phone numbers on RocketReach.
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