University of Toronto - Rotman School of Management
Masters (Finance)
2020 - 2022
University of Waterloo
Bachelor of Mathematics (Mathematics, Business Administration)
2010 - 2014
Canadian Securities Institute
2013 - 2013
CFA Institute
Emily Halverson-Duncan's Skills
Investments
Mathematics
Finance
Mutual Funds
Business Administration
Banking
Financial Planning
Leadership
Sales
Customer Service
Emily Halverson-Duncan's Summary
Emily Halverson-Duncan, based in Toronto, Ontario, Canada, is currently a Associate Investment Advisor at Bmo Nesbitt Burns, bringing experience from previous roles at Morningstar, Morningstar Canada, Dibrina Group and Fidelity Investments. Emily Halverson-Duncan holds a 2020 - 2022 Masters in Finance @ University of Toronto - Rotman School of Management. With a robust skill set that includes Investments, Mathematics, Finance, Mutual Funds, Business Administration and more, Emily Halverson-Duncan contributes valuable insights to the industry. Emily Halverson-Duncan has 1 email on RocketReach.