Heather Dewar Email
Client Relationship Manager - Advising Representative @ The RaeLipskie Partnership
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Heather Dewar Location
- Waterloo, ON, CA
Heather Dewar Work
- 2023 -now Client Relationship Manager - Advising Representative @
- 2016 -2023 Senior Client Services and Portfolio Management Assistant @
- 1996 -2023 Senior Administrative Assistant and Client Services @
Heather Dewar Education
- Canadian Securities Institute
Designation - Chartered Investment Manager (CIM) (June 2020)
2020 - Canadian Securities Institute
Completed - Portfolio Management Techniques (currently enrolled in C.I.M. Program)
2017 - Canadian Securities Institute
Completed - Investment Management Techniques (currently enrolled in C.I.M. Program)
2016 - Canadian Securities Institute
Completed - Conduct and Practices Handbook
2001 - Canadian Securities Institute
Completed - Canadian Securities Course
1999
Heather Dewar Skills
- Project Management
- Leadership
- Customer Service
- Microsoft Office
- Management
- Time Management
- Team Building
- Microsoft Excel
- Budgets
- Coaching
- Team Leadership
- Negotiation
- Strategic Planning
- Business Development
- Marketing Strategy
- Teamwork
- Budgeting
Heather Dewar Summary
- Heather Dewar, based in Waterloo, ON, CA, is currently a Client Relationship Manager - Advising Representative at The RaeLipskie Partnership. Heather Dewar brings experience from previous roles at The RaeLipskie Partnership. Heather Dewar holds a Designation - Chartered Investment Manager (CIM) in June 2020 @ Canadian Securities Institute. With a robust skill set that includes Project Management, Leadership, Customer Service, Microsoft Office, Management and more. Heather Dewar has 1 emails on RocketReach.
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