Jason Trueman's Location
Kingston, ON, CA
Jason Trueman's Work
- Wealth Planning @ Newport Private Wealth
- Wealth Planning @ Cumberland Private Wealth Management Inc.
- Wealth Planning @ MD Private Investment Management
- SVP, Managing Director, Bermuda @ Starr Excess Limited
- Underwriter @ Chubb Insurance Company of Canada
Jason Trueman's Education
- CFA Institute
(Finance, Investment Management, Accounting, Economics, Ethics)
1999 - 2001 - Canadian Securities Insitute
(Investment Management, Financial & Estate Planning)
1996 - 2018 - CFA Institute
Chartered Financial Anaylst
1998 - 2001
- Queen's University
B.Comm (Finance, Economics)
1992 - 1996 - Queen's University
Bachelor of Commerce - BCom (Accounting and Finance)
Jason Trueman's Skills
- Wealth Management
- High Net Worth Individuals
- Investments
- Retirement
- Marketing
- Securities
- Financial Analysis
- Equity Research
- Derivatives
- Bonds
Jason Trueman's Summary
Jason Trueman, based in Kingston, ON, CA, is currently a Wealth Planning at Newport Private Wealth, bringing experience from previous roles at Cumberland Private Wealth Management Inc., MD Private Investment Management, Starr Excess Limited and Chubb Insurance Company of Canada. Jason Trueman holds a 1999 - 2001 CFA Institute. With a robust skill set that includes Wealth Management, High Net Worth Individuals, Investments, Retirement, Marketing and more, Jason Trueman contributes valuable insights to the industry. Jason Trueman has 2 emails on RocketReach.
5 free lookups per month.
No credit card required.
If you need more lookups,
subscriptions start at $48 USD/month.
Not the Jason Trueman you were looking for?
Find contact details for 700 million professionals.
Others Named Jason Trueman
-
22
-
2
Top Newport Private Wealth Employees
-
12
-
43
-
21
-
45+
-
2
-
31
-
31
-
ViewMatt Reynolds
Executive Vice President - Lonsdale Wealth Partners at Newport Private Wealth
Toronto, Ontario, Canada32 -
21
-
2
-
2
-
ViewKevin Dean
Managing Director and Portfolio Manager at Newport Private Wealth
Toronto, Ontario, Canada21 -
3
-
21
-
31
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups / month.
Search
Search over 700
million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers
(business & personal).
G2Crowd Trusted
300K+
Plugin Users
