Co-Founder, CFO and Chair of the Event and Sponsorship Committee @ (January 2018 - June 2021)
Investment Advisor @ (February 2010 - October 2010)
Associate Investment Advisor @ (June 2008 - February 2010)
Account Manager (Financial Services) @ (April 2006 - July 2008)
Eric Bennett Education
Dale Carnagie 2010-2010
Mount Royal University
Bachelor’s Degree (Applied. Financial Services)
2002-2006
Lingnan University (Hong Kong)
(Business - Finance)
2005-2006
Eric Bennett Skills
Alternative Investments
Estate Planning
Financial Advisory
Financial Planners
Tax Alpha
Retirement Income Planning
Bonds
Fixed Income
Retirement Planning
Financial Planning
Wealth Management Services
Portfolio Management
Capital Markets
Investments
Finance
Strategic Planning
Asset Allocation
Investment Advisory
Financial Services
Equities
Wealth Management
Mutual Funds
Strategic Financial Planning
High Net Worth Individuals
Investment Strategies
Asset Management
Cash Flow Strategy
Business Succession Planning
Wealth
Succession Planning
Private Equity
ETFs
Private Banking
Retirement
Options
Securities
Hedge Funds
Investment Management
Eric Bennett Summary
Eric Bennett, based in Canada, is currently a Rotary (President - 2020-2021) at Rotary Club of Calgary, Downtown. Eric Bennett brings experience from previous roles at ScotiaMcLeod, Spin For Life, Canaccord Wealth Management and Richardson GMP Limited L.P.. Eric Bennett holds a 2010 - 2010 Dale Carnagie. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Financial Planners, Tax Alpha and more. Eric Bennett has 2 emails and 1 mobile phone numbers on RocketReach.
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