Jamie Bulnes Email & Phone Number
Senior Investment Advisor @ Designed Wealth Management
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Jamie Bulnes Location
- Toronto, ON, CA
Jamie Bulnes Work
- 2023 - now Senior Investment Advisor @
- 2017 - 2023 Investment Advisor @
- 2016 - 2017 Investment Advisor @
- 2017 - 2017 Chief Compliance Officer @
- 2014 - 2016 Investment Advisor @
- 2008 - 2014 Director, Member Regulation Policy @
Jamie Bulnes Education
- University of Victoria
Juris Doctor (J.D.)
1994 - University of Toronto
Bachelor of Arts (Political Science)
1990
Jamie Bulnes Skills
- Investment Strategies
- Wealth Management
- Asset Allocation
- Retirement Planning
- Strategic Financial Planning
- Bonds
- Financial Advisory
- Capital Markets
- Investments
- Securities
- Risk Management
- Legal Research
- Financial Analysis
- Portfolio Management
- Fixed Income
- Spanish
- Corporate Finance
- Equities
- Public Speaking
- Due Diligence
- Business Strategy
- Financial Services
- Derivatives
- Analysis
- Policy Analysis
- Public Policy
- Strategic Planning
- Policy
- Securities Regulation
- Financial Markets
- Hedge Funds
- Asset Management
- Mutual Funds
- Management
- Investment Advisory
- Leadership
- Corporate Law
- Corporate Governance
- Strategy
- ETFs
- Independent Financial Advice
- Wealth Management Services
Jamie Bulnes Summary
- Jamie Bulnes, based in Toronto, ON, CA, is currently a Senior Investment Advisor at Designed Wealth Management. Jamie Bulnes brings experience from previous roles at Aligned Capital Partners Inc., Gravitas Securities Inc. and Altus Securities Inc.. Jamie Bulnes holds a Juris Doctor (J.D.) @ University of Victoria. With a robust skill set that includes Investment Strategies, Wealth Management, Asset Allocation, Retirement Planning, Strategic Financial Planning and more. Jamie Bulnes has 2 emails and 1 mobile phone numbers on RocketReach.
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