Don Shepherd Email
Investment Advisor and Financial Planner @ CIBC Wood Gundy
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Don Shepherd Location
- Kingston, ON, CA
Don Shepherd Work
- 2015 -now Investment Advisor and Financial Planner @
- 2004 -2015 Investment and Retirement Planner @
Don Shepherd Education
- Trent University
Bachelor of Business Administration (BBA)
1998-2002
Don Shepherd Skills
- Investments
- Wealth Management
- Retirement Planning
- Investment Advisory
- Investment Management
- Financial Advisory
- Financial Planning
- Wealth Management Services
- Asset Allocation
- Retirement
- High Net Worth Individuals
- Portfolio Management
- Wealth
- Investment Strategies
- Microsoft Office
- Program Management
- Asset Management
- Customer Service
- Financial Analysis
- Management
- Financial Reporting
Don Shepherd Summary
- Don Shepherd, based in Kingston, ON, CA, is currently a Investment Advisor and Financial Planner at CIBC Wood Gundy. Don Shepherd brings experience from previous roles at RBC. Don Shepherd holds a 1998 - 2002 Bachelor of Business Administration (BBA) @ Trent University. With a robust skill set that includes Investments, Wealth Management, Retirement Planning, Investment Advisory, Investment Management and more. Don Shepherd has 3 emails on RocketReach.
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Top CIBC Wood Gundy Employees
James Stuart
Wealth Advisor
Toronto, ON, CA
Peter Cameron
Vice President
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Marybeth Jordan
Executive Director
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Jay Smith
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Shane Dubin
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Brodie Wagner
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Patrick David
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Dean Colling
First Vice President, Senior Portfolio Manager
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James B.math
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Markham, ON, CA
Adam Doering
Vice President
Burlington, ON, CA
Warren Lo
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