Koel Loyer Email & Phone Number
Managing Director and Principal @ CI Private Wealth Canada
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Koel Loyer Location
- Toronto, ON, CA
Koel Loyer Work
- Managing Director and Principal @ (January 2014 - Present)
- Investment Counsellor and Portfolio Manager @ (January 2006 - December 2013)
- Financial Advisor @ (January 2003 - December 2005)
Koel Loyer Education
- Master of Business Administration
MBA (Michael G. Degroote School of Business, McMaster University)
2000-2002 - Honours Bachelor of Commerce
(Queen's University)
1994-1998
Koel Loyer Skills
- Strategic Financial Planning
- Investment Management
- Investments
- Financial Planners
- Estate Planning
- Wealth
- Mutual Funds
- Retirement Planning
- Succession Planning
- Portfolio Management
- Wealth Management
- Securities
- Financial Advisory
- Wealth Management Services
- High Net Worth Individuals
Koel Loyer Summary
- Koel Loyer, based in Toronto, ON, CA, is currently a Managing Director and Principal at CI Private Wealth Canada (Formerly Stonegate Private Counsel). Koel Loyer brings experience from previous roles at CI Private Wealth Canada (formerly Stonegate Private Counsel) and Assante Wealth Management. Koel Loyer holds a 2000 - 2002 MBA in Michael G. Degroote School of Business, McMaster University @ Master of Business Administration. With a robust skill set that includes Strategic Financial Planning, Investment Management, Investments, Financial Planners, Estate Planning and more. Koel Loyer has 1 mobile phone numbers on RocketReach.
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