Dustin Mann Email & Phone Number
Senior Wealth Advisor and Portfolio Manager @ iA Private Wealth
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Dustin Mann Location
- Toronto, ON, CA
Dustin Mann Work
- Senior Wealth Advisor and Portfolio Manager @ (May 2021 - Present)
- Senior Wealth Advisor and Portfolio Manager @ (March 2023 - Present)
- Investment Advisor @ (January 2017 - January 2021)
- Associate Advisor @ (January 2013 - January 2017)
- Associate Investment Advisor @ (January 2009 - January 2013)
- Associate @ (January 2007 - January 2009)
Dustin Mann Education
- Queen's University
Master of Finance (MFin)
2019 - Chartered Investment Manager (CIM)
- Dalhousie University
Bachelor of Commerce (B.Comm.)
- CFA Institute
Chartered Financial Analyst (CFA)
Dustin Mann Skills
- Wealth Management
- Retirement Planning
- Investments
- Estate Planning
- Strategic Financial Planning
- Accounting
- Banking
- CRM
- Finance
- Financial Analysis
- Microsoft Excel
- Insurance Planning
- Tax Planning
- Leadership
Dustin Mann Summary
- Dustin Mann, based in Toronto, ON, CA, is currently a Senior Wealth Advisor and Portfolio Manager at iA Private Wealth. Dustin Mann brings experience from previous roles at iA Private Wealth USA, BMO Nesbitt Burns, RBC Dominion Securities and TD Wealth Private Investment Advice. Dustin Mann holds a Master of Finance (MFin) @ Queen's University. With a robust skill set that includes Wealth Management, Retirement Planning, Investments, Estate Planning, Strategic Financial Planning and more. Dustin Mann has 3 emails and 1 mobile phone numbers on RocketReach.
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