Duncan Warren's Location
Mississauga, ON, CA
Duncan Warren's Work
- Proprietor @ M Financial Planning Services
- Director, Client On-Boarding @ CIBC Mellon
- Relationship Manager and Client Integration Manager @ CACEIS
Duncan Warren's Education
- CFA Institute
CFA
1997 - 2000 - CICA
CPA/CA
1994 - 1994 - University of Toronto
B. Comm. (Finance & Economics)
1987 - 1992
- LPSS
Duncan Warren's Skills
- Hedge Funds
- Alternative Investments
- Due Diligence
- Asset Allocation
- Financial Analysis
- Valuation
- Fund of Funds
- Mutual Funds
- Business Relationship Management
- New Business Development
Duncan Warren's Summary
Duncan Warren, based in Mississauga, ON, CA, is currently a Proprietor at Ballast Financial Planning Services, bringing experience from previous roles at CIBC Mellon, CACEIS, CIBC Asset Management and Olympia Capital (Bermuda) Ltd. Duncan Warren holds a 1997 - 2000 CFA @ CFA Institute. With a robust skill set that includes Hedge Funds, Alternative Investments, Due Diligence, Asset Allocation, Financial Analysis and more, Duncan Warren contributes valuable insights to the industry. Duncan Warren has 1 email on RocketReach.
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