Jason MacNevin Email
Branch Manager @ iA Private Wealth
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Jason MacNevin Location
- Toronto, ON, CA
Jason MacNevin Work
- 2021 -now Branch Manager @
- 2017 -now Branch Manager @
- 2015 -2017 Branch Manager @ HollisWealth
- 2014 -2015 Compliance Officer, Regulatory Complaints @ HollisWealth, Global Wealth Management, Scotiabank
- 2011 -2014 Compliance Officer @ Richardson GMP Limited
- 2004 -2011 Compliance Officer @
- 2004 -2006 Compliance Officer @
- 1999 -2004 Investment Representative @
- 1998 -2000 Customer Service Representative @
- 2017 -now Branch Manager @ HollisWealth, a Division of Industrial Alliance Securities Inc.
Jason MacNevin Education
- Canadian Securities Institute
Certificate
1998-2013 - Trent University
B.A. (Anthropology)
1994-1997
Jason MacNevin Skills
- Securities
- Investments
- Mutual Funds
- Wealth Management
- Asset Management
- Financial Planning
- Equities
- Compliance
- Options
- Broker-Dealer Compliance
- KYC
- Investment Advisor Compliance
- Financial Services
- AML
- Investment Advisory
- Trading
- Microsoft Office
- Pharmaceutical Industry
- Microsoft Excel
- Broker Dealer Compliance
Jason MacNevin Summary
- Jason MacNevin, based in Toronto, ON, CA, is currently a Branch Manager at iA Private Wealth. Jason MacNevin brings experience from previous roles at iA Private Wealth, HollisWealth, HollisWealth, Global Wealth Management, Scotiabank and Richardson GMP Limited. Jason MacNevin holds a 1998 - 2013 Certificate @ Canadian Securities Institute. With a robust skill set that includes Securities, Investments, Mutual Funds, Wealth Management, Asset Management and more. Jason MacNevin has 2 emails on RocketReach.
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