Craig Baun Email
Senior Portfolio Manager, Senior Investment Advisor, Executive Vice-President @ West Oak Family Office
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Craig Baun Location
- Calgary, AB, CA
Craig Baun Work
- Senior Portfolio Manager, Senior Investment Advisor, Executive Vice-President @ (November 2019 - Present)
- Senior Portfolio Manager, Senior Investment Advisor, at Wellington-Altus Private Wealth @ (November 2019 - Present)
- First Vice-President, Investment Advisor, Portfolio Manager @ (May 1998 - November 2019)
Craig Baun Education
- University of Saskatchewan
Bachelor of Commerce (B.Com.) (Accounting and Finance)
1992
Craig Baun Skills
- Portfolio Management
- Investment Strategies
- Estate Planning
- Strategic Financial Planning
- Mutual Funds
- Wealth Management
- Investments
- Asset Managment
- High Net Worth Individuals
- Asset Allocation
- Trading
- Investment Advisory
- Equities
- Asset Management
- Investment Management
- Finance
- ETFs
- Alternative Investments
- Retirement Planning
- Capital Markets
- Bonds
- Securities
- Wealth
- Equity Research
- Hedge Funds
- Financial Advisory
- Fixed Income
- Wealth Management Services
- Banking
- Certified Financial Planner
- Corporate Finance
- Derivatives
- Financial Analysis
- Financial Modeling
- Financial Risk
- Financial Services
- Personal Financial Planning
- Private Equity
- Relationship Management
- Private Placements
- Valuation
- Bloomberg
- Credit
- Financial Markets
- Investment Banking
- Investor Relations
- Pensions
- Retirement
- Stocks
- Financial Planning
Craig Baun Summary
- Craig Baun, based in Calgary, AB, CA, is currently a Senior Portfolio Manager, Senior Investment Advisor, Executive Vice-President at Wellington-Altus Private Wealth. Craig Baun brings experience from previous roles at Wellington-Altus Private Wealth and CIBC Wood Gundy. Craig Baun holds a Bachelor of Commerce (B.Com.) in Accounting and Finance @ University of Saskatchewan. With a robust skill set that includes Portfolio Management, Investment Strategies, Estate Planning, Strategic Financial Planning, Mutual Funds and more. Craig Baun has 2 emails on RocketReach.
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