Jim Galbraith Email & Phone Number
Regional Securities Specialist @ Canada Life for Advisors
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Jim Galbraith Location
- Winnipeg, MB, CA
Jim Galbraith Work
- Regional Securities Specialist @ (December 2023 - Present)
- Director Financial Advisor Onboarding @ (September 2021 - May 2023)
- Director IG Securities Distribution @ (June 2019 - September 2021)
- Manager IG Securities Distribution @ (January 2018 - June 2019)
- Manager IIROC Support @ (July 2013 - June 2019)
- Marketing Analyst @ (September 2006 - July 2013)
- Registered Representative @ Richardson Partners Financial (January 2005 - January 2006)
- Registered Representative @ (January 1998 - January 2005)
Jim Galbraith Education
- The University of Winnipeg
Bachelor of Arts - BA (Environmental Studies)
1994-1998
Jim Galbraith Skills
- Investments
- Estate Planning
- Wealth Management
- Marketing
- Retirement Planning
- Mutual Funds
- Pensions
- Banking
- Equities
- Investment Strategies
- Insurance
- Strategic Financial Planning
- Financial Services
- Investment Advisory
- Financial Planners
- Asset Allocation
- Portfolio Management
- Financial Advisory
- Asset Management
- Retirement
- Wealth
- Securities
- Fixed Income
- Fixed Annuities
- Financial Planning
- Hospitals
- Microsoft Excel
Jim Galbraith Summary
- Jim Galbraith, based in Winnipeg, MB, CA, is currently a Regional Securities Specialist at Canada Life for Advisors. Jim Galbraith brings experience from previous roles at IG Wealth Management and Investors Group. Jim Galbraith holds a 1994 - 1998 Bachelor of Arts - BA in Environmental Studies @ The University of Winnipeg. With a robust skill set that includes Investments, Estate Planning, Wealth Management, Marketing, Retirement Planning and more. Jim Galbraith has 2 emails on RocketReach.
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