John Stocking Email
Associate Portfolio Manager @ Aligned Capital Partners Inc.
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John Stocking Location
- Toronto, ON, CA
John Stocking Work
- 2021 -now Associate Portfolio Manager @
- 2021 -now Investment Advisor @
- 2022 -now Financial Planner and owner @
- 2021 -now Founder @ Evidencebasedfinance.ca
- 2019 -2021 Senior Manager, Professional Segment @
- 2018 -2021 Associate Investment Adviser @
- 2015 -2018 Senior Financial Advisor @
- 2013 -2014 Investment Advisor, Financial Planner @
- 2010 -2012 Business Development @
- 2005 -2009 Account Manager @
John Stocking Education
- Simon Fraser University
Bachelor's degree (Science)
- Canadian Securities Institute
Professional Financial Planner (Financial Planning and Services)
- Canadian Securities Institute
Chartered Investment Manager (CIM®) (Financial Planning and Services)
- Canadian Securities Institute
Certified International Wealth Manager
2018
John Stocking Skills
- Wealth Management
- Equities
- Investments
- Portfolio Management
- Asset Management
- Financial Markets
- Financial Modeling
- Financial Analysis
- Financial Services
- Relationship Management
- Banking
- Financial Risk
- Life Insurance
- Risk Management
- Structured Products
- Investment Advisory
- Retirement Planning
- Investment Strategies
- Bloomberg
- Asset Allocation
- Accounting
- Account Management
- Microsoft Excel
- JavaScript
John Stocking Summary
- John Stocking, based in Toronto, ON, CA, is currently a Associate Portfolio Manager at Aligned Capital Partners Inc.. John Stocking brings experience from previous roles at Aligned Capital Partners Inc., Evidence Based Finance, Evidencebasedfinance.ca and CIBC. John Stocking holds a Bachelor's degree in Science @ Simon Fraser University. With a robust skill set that includes Wealth Management, Equities, Investments, Portfolio Management, Asset Management and more. John Stocking has 2 emails on RocketReach.
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