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
- Senior Portfolio Manager, Ascendant Wealth Partners @ (April 2023 - Present)
- Board, Finance and Audit Committee Member @ (June 2015 - Present)
- Vice Chair and Head of Client Wealth Management @ (January 2010 - April 2023)
- Director Equity Research @ (January 1999 - January 2010)
- Financial Services Analyst, Equity Research Canada @ (January 1994 - January 1998)
- Manager Audit and Insolvency @ (January 1988 - January 1993)
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 mobile phone numbers on RocketReach.
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