Jason Paulsen's Location
Edmonton, AB, CA
Jason Paulsen's Work
- Senior Investment Advisor @ TD
- Associate Investment Advisor @ TD
- Senior Investment Representative @ TD
- Investment Representative @ TD
Jason Paulsen's Education
- Canadian Securities Institute
CERTIFIED INTERNATIONAL WEALTH MANAGER (CIWM)
- Canadian Securities Institute
CHARTERED INVESTMENT MANAGER (CIM®)
- Northern Alberta Institute of Technology
Business (Finance with Honors)
2007 - 2009
Jason Paulsen's Skills
- Wealth Management
- Mutual Funds
- Fixed Income
- Investments
- Securities
- Derivatives
- Retirement Planning
- Options
- Equities
- Investment Advisory
Jason Paulsen's Summary
Jason Paulsen, based in Edmonton, AB, CA, is currently a Senior Investment Advisor at TD, bringing experience from previous roles at TD. Jason Paulsen holds a CERTIFIED INTERNATIONAL WEALTH MANAGER (CIWM) @ Canadian Securities Institute. With a robust skill set that includes Wealth Management, Mutual Funds, Fixed Income, Investments, Securities and more, Jason Paulsen contributes valuable insights to the industry. Jason Paulsen has 1 email on RocketReach.
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