Jim Bantis Email & Phone Number
Senior Portfolio Manager, Ascendant Wealth Partners @ Ascendant Wealth Partners of RBC Dominion Securities
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Jim Bantis Location
- Toronto, ON, CA
Jim Bantis Work
- 2023 -now Senior Portfolio Manager, Ascendant Wealth Partners @
- 2015 -now Board, Finance and Audit Committee Member @
- 2010 -2023 Vice Chair and Head of Client Wealth Management @
- 1999 -2010 Director Equity Research @
- 1994 -1998 Financial Services Analyst, Equity Research Canada @
- 1988 -1993 Manager Audit and Insolvency @
Jim Bantis Education
- Chartered Professional Accountants of Canada (CPA Canada)
CPA, CA (Audit, Insolvency)
- University of Toronto
Bachelor of Commerce (BCom)
Jim Bantis Skills
- Hedge Funds
- Investment Advisory
- Credit
- Capital Markets
- Financial Markets
- Investments
- Investment Strategies
- Investment Management
- Corporate Finance
- Strategic Planning
- Financial Services
- Wealth Management
- Equity Research
- Change Management
- Equities
- Investor Relations
- Asset Allocation
- Financial Analysis
- Financial Modeling
- Securities
- Trading
- Valuation
- Asset Management
- Investment Banking
- Banking
- Bloomberg
- Derivatives
- Risk Management
- Private Equity
- Strategic Financial Planning
- Mutual Funds
- Alternative Investments
- Mergers & Acquisitions
- Fixed Income
- Portfolio Management
- Accounting
- Marketing
- Microsoft Office
- Customer Service
- Finance
- Mergers and Acquisitions
- Leadership
Jim Bantis Summary
- Jim Bantis, based in Toronto, ON, CA, is currently a Senior Portfolio Manager, Ascendant Wealth Partners at Ascendant Wealth Partners of RBC Dominion Securities. Jim Bantis brings experience from previous roles at CAMH Foundation, Gluskin Sheff + Associates Inc., Credit Suisse and TD. Jim Bantis holds a CPA, CA in Audit, Insolvency @ Chartered Professional Accountants of Canada (CPA Canada). With a robust skill set that includes Hedge Funds, Investment Advisory, Credit, Capital Markets, Financial Markets and more. Jim Bantis has 1 emails and 1 mobile phone numbers on RocketReach.
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