Edward McLaughlin Email
Vice President, Portfolio Solutions @ Fidelity Canada
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Edward McLaughlin Location
- Toronto, ON, CA
Edward McLaughlin Work
- 2023 -now Vice President, Portfolio Solutions @
- 2015 -2023 Director, Product Research @
- 2011 -2015 Senior Investment Analyst and Investment Analyst @
- 2008 -2011 Product Analyst and Regional Sales Associate @
- 2001 -2008 Financial Planner and Personal Banker and Financial Services Manager @
Edward McLaughlin Education
- CFA Institute
CFA
2008-2010 - Financial Planning Standards Council
CFP
2006-2007 - Schulich School of Business - York University
BBA (Finance)
1997-2001 - Canadian Securities Institute
CIM Designation, FMA Designation, Fellow of the Canadian Securities Institute (FCSI) Designation (FMA Designation, Fellow of the Canadian Securities Institute (FCSI) Designation)
Edward McLaughlin Skills
- Mutual Funds
- Investments
- Finance
- Investment Strategies
- Wealth Management
- Asset Allocation
- Portfolio Management
- Alternative Investments
- Equities
- Asset Management
- Financial Planning
- Investment Advisory
- Financial Services
- Capital Markets
- Bloomberg
- Securities
- Strategic Financial Planning
- Investment Management
- Financial Analysis
- Fixed Income
- Retirement Planning
- Relationship Management
- Financial Advisory
- Risk Management
- Sales
- Retirement
- Customer Service
- Research
- Sales Management
- Leadership
- Management
- Project Management
- Public Speaking
Edward McLaughlin Summary
- Edward McLaughlin, based in Toronto, ON, CA, is currently a Vice President, Portfolio Solutions at Fidelity Canada. Edward McLaughlin brings experience from previous roles at Fidelity Canada, Russell Investments and National Bank of Canada. Edward McLaughlin holds a 2008 - 2010 CFA @ CFA Institute. With a robust skill set that includes Mutual Funds, Investments, Finance, Investment Strategies, Wealth Management and more. Edward McLaughlin has 2 emails on RocketReach.
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