Casimir Litwin Email & Phone Number
VP, Compliance and Chief Compliance Officer, Assante Estate and Insurance Services Inc. @ CI Financial
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Casimir Litwin Location
- Waterloo, ON, CA
Casimir Litwin Work
- 2025 - now VP, Compliance and Chief Compliance Officer, Assante Estate and Insurance Services Inc. @
- 2025 - now VP, Compliance, CI Digital Wealth @
- 2021 - 2025 Director, Compliance and Chief Compliance Officer, IPC Investment Corporation and IPC Estate Services @
- 2020 - 2021 Director, Advisor Services Compliance @
- 2019 - 2020 Chief Compliance Officer @
- 2019 - 2019 Director of Compliance @
- 2018 - 2019 Independent Consultant - Compliance and Regulatory Management @ Castle Tower Consulting Inc.
- 2016 - 2018 AVP, Dealer Regulatory Management @
- 2015 - 2016 Chief Compliance Officer and CAMLO @
- 2014 - 2015 Assistant Chief Compliance Officer @
- 2013 - 2014 Chief Compliance Officer (Interim) @
- 2010 - 2013 Assistant Chief Compliance Officer @
- 2005 - 2010 Senior Compliance Officer @ Mutual Fund Dealers Association of Canada (MFDA)
- 2004 - 2005 Compliance Officer @ Dundee Private Investors Inc.
- 2001 - 2004 Compliance Officer @ AEGON Dealer Services Canada Inc. & Money Concepts (Canada) Ltd.
Casimir Litwin Education
- York University
Bachelor Of Arts (Mathematics, Commerce)
1991 - 1995 - Father John Redmond Catholic Secondary School 1987 - 1991
Casimir Litwin Skills
- Leadership
- Management
- Training
- Advertising
- Strategic Planning
- Estate Planning
- Financial Advisory
- Conduct And Practices Handbook Course Cph
- Directors And Officers Course Pdo
- Banking
- Officers
- Anti Money Laundering
- Pensions
- Securities Regulation
- Insurance
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Portfolio Management
- Capital Markets
- Partners And Directors Course Opd
- Financial Risk
- Investments
- Finance
- Canadian Securities Course Csc
- Investment Advisory
- Asset Allocation
- Financial Services
- Wealth Management
- Equities
- Compliance
- Mutual Funds
- AML
- Building Relationships
- Strategic Financial Planning
- Ifse
- Investment Strategies
- Canadian Securities Course
- Risk Management
- Asset Management
- Financial Analysis
- CSI
- Canadian Options Course Coc
- Retirement
- KYC
- Securities
- Investment Management
- Partners
Casimir Litwin Summary
- Casimir Litwin, based in Waterloo, ON, CA, is currently a VP, Compliance and Chief Compliance Officer, Assante Estate and Insurance Services Inc. at CI Financial. Casimir Litwin brings experience from previous roles at CI Financial, Investment Planning Counsel and Canfin Financial Group of Companies. Casimir Litwin holds a 1991 - 1995 Bachelor Of Arts in Mathematics, Commerce @ York University. With a robust skill set that includes Leadership, Management, Training, Advertising, Strategic Planning and more. Casimir Litwin has 1 emails and 1 mobile phone numbers on RocketReach.
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