Kalee Boisvert's Location
Calgary, Alberta, Canada
Kalee Boisvert's Work
- Financial Advisor @ Raymond James Ltd.
- Financial Advisor @ Raymond James (USA) Ltd.
- Associate Advisor @ RBC Dominion Securities
- Registered Representative @ TD
- Sales Assistant @ Dundee Securities
Kalee Boisvert's Education
- University of Calgary
Master of Business Administration (MBA) (Finance, General)
2016 - 2018 - The University of Calgary
Bachelor of Commerce (B.Com.)
2003 - 2007 - CFA Institute
Kalee Boisvert's Skills
- Wealth Management
- Mutual Funds
- Investment Advisory
- Asset Management
- Financial Planning
- Financial Services
- Investment Strategies
- Portfolio Management
- Retirement Planning
- Equities
Kalee Boisvert's Summary
Kalee Boisvert, based in Calgary, Alberta, Canada, is currently a Financial Advisor at Raymond James Ltd., bringing experience from previous roles at Raymond James (USA) Ltd., RBC Dominion Securities, TD Waterhouse and Dundee Securities. Kalee Boisvert holds a 2016 - 2018 Master of Business Administration (MBA) in Finance, General @ University of Calgary. With a robust skill set that includes Wealth Management, Mutual Funds, Investment Advisory, Asset Management, Financial Planning and more, Kalee Boisvert contributes valuable insights to the industry. Kalee Boisvert has 2 emails on RocketReach.
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