Graham Stanley Email
Senior Investment Advisor and Portfolio Manager of Stanley Asset Management @ CG Wealth Management Canada
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Graham Stanley Location
- Vancouver, BC, CA
Graham Stanley Work
- 2018 -now Senior Investment Advisor and Portfolio Manager of Stanley Asset Management @
- 2006 -2018 Portfolio Manager, Director of Wealth Management at Stanley Asset Management @
- 1994 -2006 Director of Wealth Management @
Graham Stanley Education
- Dalhousie University
Bachelor of Arts (B.A.) (Economics)
Graham Stanley Skills
- Wealth Management
- Investment Strategies
- Strategic Financial Planning
- Financial Analysis
- Mutual Funds
- Portfolio Management
- Risk Management
- Investment Advisory
- Investments
- Credit
- Investment Management
- Asset Management
- Banking
- Fixed Income
- Equities
- Financial Markets
- New Business Development
- Financial Services
- Corporate Finance
- Asset Allocation
- Customer Service
- Stocks
- Stock Market Analysis
- Seperately Managed Accounts
- Insurance
- Estate Planning
- Wills
- Wealth Accumulation
- Retirement Planning
- Bonds
- ETFs
- New Issues
- Preferred Shares
- Wealth Preservation Planning
- Cash Flow
- Cash Management
- Pensions
- Personal Finance
- Money Management
- Personal Tax Planning
- Investment Selection
- Equity Management
- Private Wealth
- Alternative Investments
- Client Development
- Manage Client Relationships
- Relationship Management
- Presentations
- Model Portfolios
- Charitable Gift Planning
- Microsoft Office
- Unbiased
- Finance
Graham Stanley Summary
- Graham Stanley, based in Vancouver, BC, CA, is currently a Senior Investment Advisor and Portfolio Manager of Stanley Asset Management at Canaccord Genuity Wealth Management Canada. Graham Stanley brings experience from previous roles at ScotiaMcLeod and BMO Nesbitt Burns. Graham Stanley holds a Bachelor of Arts (B.A.) in Economics @ Dalhousie University. With a robust skill set that includes Wealth Management, Investment Strategies, Strategic Financial Planning, Financial Analysis, Mutual Funds and more. Graham Stanley has 2 emails on RocketReach.
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Top CG Wealth Management Canada Employees
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