Chris Rawles Email
Portfolio Manager @ Cardinal Point Capital Management, ULC
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Chris Rawles Location
- Calgary, AB, CA
Chris Rawles Work
- 2022 -now Portfolio Manager @
- 2010 -2022 President, Portfolio Manager, and Net Worth Advisor @ RT Mosaic Wealth Management Ltd.
Chris Rawles Education
- The University of Lethbridge
Bachelor of Management (Finance)
1998-2002 - Institute of Advanced Financial Planners
Partners, Directors and Senior Officers Course (PDO)
- Canadian Securities Institute
- Canadian Securities Institute
Registered Financial Planner (R.F.P.)
- Financial Planning Standards Council of Canada
LLQP Insurance Course (LIC)
- Canadian Securities Institute
Certified Financial Planner (CFP®)
Chris Rawles Skills
- Investments
- Estate Planning
- Retirement Planning
- Strategic Financial Planning
- Wealth Management
- Risk Management
- Investment Advisory
- Asset Management
- Securities
- Portfolio Management
- CRM
- Finance
- Financial Advisory
- Financial Planners
- Investment Management
- Financial Planning
- Investment Strategies
- Mutual Funds
- Asset Allocation
- Management
Chris Rawles Summary
- Chris Rawles, based in Calgary, AB, CA, is currently a Portfolio Manager at Cardinal Point Capital Management, ULC. Chris Rawles brings experience from previous roles at RT Mosaic Wealth Management Ltd.. Chris Rawles holds a 1998 - 2002 Bachelor of Management in Finance @ The University of Lethbridge. With a robust skill set that includes Investments, Estate Planning, Retirement Planning, Strategic Financial Planning, Wealth Management and more. Chris Rawles has 1 emails on RocketReach.
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