James Meltzer Email & Phone Number
Senior Investment Advisor @ CG Wealth Management Canada
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James Meltzer Location
- Montreal, QC, CA
James Meltzer Work
- 2019 -now Senior Investment Advisor @
- 2013 -2019 Senior Vice President @
- 2010 -2013 Senior Vice President, Branch Manager, Associate Director (acquired by Richardson GMP) @
- 2003 -2009 Senior Vice President, Branch Manager (acquired by Macquarie) @ Blackmont Capital Inc.
- 1998 -2002 Senior Vice President, Branch Manager (acquired by Blackmont) @ Yorkton Securities
- 1993 -1998 Senior Vice President, Branch Manager @ Marleau, Lemire Securities Inc.
James Meltzer Education
- McGill University
Bachelor of Commerce (B.Com.)
1987-1990 - Vanier College 1985-1987
- Bialik High School 1980-1985
James Meltzer Skills
- Wealth Management
- Equities
- Asset Management
- Investments
- Retirement
- Financial Planning
- Risk Management
- Strategic Financial Planning
- Asset Managment
- Bonds
- Securities
- Private Equity
- Investment Strategies
- Investment Advisory
- Mergers & Acquisitions
- Due Diligence
- Financial Analysis
- Financial Risk
- Finance
- Alternative Investments
- Fixed Income
- Mutual Funds
- Capital Markets
- Asset Allocation
- Management
- Mergers and Acquisitions
- Marketing
- Retirement Planning
- Public Speaking
James Meltzer Summary
- James Meltzer, based in Montreal, QC, CA, is currently a Senior Investment Advisor at Canaccord Genuity Wealth Management Canada. James Meltzer brings experience from previous roles at Richardson GMP, Macquarie Group, Blackmont Capital Inc. and Yorkton Securities. James Meltzer holds a 1987 - 1990 Bachelor of Commerce (B.Com.) @ McGill University. With a robust skill set that includes Wealth Management, Equities, Asset Management, Investments, Retirement and more. James Meltzer has 1 emails on RocketReach.
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