James Meltzer's Location
Montreal, QC, CA
James Meltzer's Work
- Senior Investment Advisor @ CG Wealth Management Canada
- Senior Vice President @ Richardson Investments Llc
- Senior Vice President, Branch Manager, Associate Director (acquired by Richardson GMP) @ Macquarie Group
- Senior Vice President, Branch Manager (acquired by Macquarie) @ Blackmont Capital
- Senior Vice President, Branch Manager (acquired by Blackmont) @ Yorkton Securities
- Senior Vice President, Branch Manager @ Marleau, Lemire Securities Inc.
James Meltzer's Education
- McGill University
Bachelor of Commerce (B.Com.)
1987 - 1990 - Vanier College1985 - 1987
- Bialik High School1980 - 1985
James Meltzer's Skills
- Wealth Management
- Equities
- Asset Management
- Investments
- Retirement
- Financial Planning
- Risk Management
- Strategic Financial Planning
- Asset Managment
- Bonds
James Meltzer's Summary
James Meltzer, based in Montreal, QC, CA, is currently a Senior Investment Advisor at Canaccord Genuity Wealth Management Canada, bringing 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 contributes valuable insights to the industry. James Meltzer has 1 email on RocketReach.
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