Christopher With Email & Phone Number
Senior Investment Advisor and Portfolio Manager @ BMO Nesbitt Burns
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Christopher With Location
- Toronto, ON, CA
Christopher With Work
- 2010 -now Senior Investment Advisor and Portfolio Manager @
- 2007 -2010 Associate Investment Advisor @
- 2004 -2007 Retirement Coordinator @
Christopher With Education
- Canadian Securities Institute
Chartered Investment Manager
2017-2018 - Certified Financial Planner, CFP
Financial Planners Standards Counsel
2007-2009 - University of Guelph
Economics/Finance (Economics & Finance)
2000-2004 - Personal Financial Planner, PFP
Canadian Securities Institute
- Life License Qualification Program (LLQP)
- Weath Management Essentials (WME)
Canadian Securities Institute
- Canadian Securities Course
Canadian Securities Institute, CSC
Christopher With Skills
- Portfolio Management
- Retirement Planning
- Estate Planning
- Asset Managment
- Investment Strategies
- Fixed Income
- Asset Allocation
- Strategic Financial Planning
- Investment Management
- Wealth Management
- Investment Advisory
- Financial Planners
- Alternative Investments
- Mutual Funds
- Equities
- ETFs
- Financial Advisory
- Asset Management
Christopher With Summary
- Christopher With, based in Toronto, ON, CA, is currently a Senior Investment Advisor and Portfolio Manager at BMO Nesbitt Burns. Christopher With brings experience from previous roles at CIBC Wood Gundy and Fidelity Investments. Christopher With holds a 2017 - 2018 Chartered Investment Manager @ Canadian Securities Institute. With a robust skill set that includes Portfolio Management, Retirement Planning, Estate Planning, Asset Managment, Investment Strategies and more. Christopher With has 2 emails on RocketReach.
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