John O'Connor Email
Branch Manager @ PortfolioHiWay
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John O'Connor Location
- Toronto, ON, CA
John O'Connor Work
- 2020 -now Branch Manager @
- 2019 -2020 Senior Consultant; Supervisor Wealth Managment @
- 2019 -2020 Narrow Content; Financial Pipeline @
- 1999 -2018 Senior Wealth Advisor @ The O'Connor Group; ScotiaMcLeod
- 1984 -1999 Vice President, Manager, Shorcan @
- 1982 -1984 Forward Currency Broker @ Euros Brokers
- 1980 -1982 Foreign Exchange Trading and Sales @ RBC, International Money Markets
John O'Connor Education
- CSI
Branch Managers Course (Wealth Managment)
2019-2019 - CSI;
PFP, CSC; CPH; BMC (Financial Planning and Services)
2000-2001 - York University
BA (Econmics)
1976-1980 - FSCO
Life Underwriter
John O'Connor Skills
- Wealth Management
- Retirement Planning
- Investment Strategies
- Estate Planning
- Financial Planning
- Succession Planning
- Portfolio Management
- Estate Tax Planning
- Insurance Planning
- Inheritance Tax Planning
- Risk Management
- Individual Pension Plans
- Asset Allocation
- Management
- Strategic Financial Planning
- Trading
- Retirement
- Alternative Investments
- Currency
- Options
- Fixed Income
- Financial Planners
- Investment Advisory
- Equities
- Investments
- Swaps
- Mutual Funds
- Asset Management
- Wealth Management Services
- Finance
- Investment Management
- Securities
- ETFs
- Insurance
- Wealth
- Money Market
- Bonds
- Relationship Management
- Financial Advisory
- Hedge Funds
- Equity Trading
- Derivatives
- High Net Worth Individuals
John O'Connor Summary
- John O'Connor, based in Toronto, ON, CA, is currently a Branch Manager at PortfolioHiWay. John O'Connor brings experience from previous roles at Canso Investment Counsel Ltd., The Financial Pipeline, The O'Connor Group; ScotiaMcLeod and Shorcan Brokers Limited. John O'Connor holds a 2019 - 2019 Branch Managers Course in Wealth Managment @ CSI. With a robust skill set that includes Wealth Management, Retirement Planning, Investment Strategies, Estate Planning, Financial Planning and more. John O'Connor has 1 emails on RocketReach.
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