2021 -now Senior Wealth Advisor and Portfolio Manager @
2023 -now Senior Wealth Advisor and Portfolio Manager @
2017 -2021 Investment Advisor @
2013 -2017 Associate Advisor @
2009 -2013 Associate Investment Advisor @
2007 -2009 Associate @
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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