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
- Financial Advisory
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Portfolio Management
- Investments
- Investment Advisory
- Asset Allocation
- Wealth Management
- Microsoft Office
- High Net Worth Individuals
- Investment Strategies
- Program Management
- Asset Management
- Customer Service
- Financial Analysis
- Wealth
- Management
- Financial Reporting
- Retirement
- Investment Management
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 Financial Advisory, Retirement Planning, Financial Planning, Wealth Management Services, Portfolio Management and more. Don Shepherd has 3 emails on RocketReach.
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