Lesley Poole's Location
Gananoque, ON, CA
Lesley Poole's Work
- President @ NextChapter
- Director, Private Wealth Planning @ HSBC Private Wealth Services (Canada) Inc.
- Executive Director, Wealth Advisory Services @ CIBC Private Wealth Management
- Senior Consultant @ BMO
Lesley Poole's Education
- Financial Planning Standards Council
Certified Financial Planner (CFP) (Financial Planning and Services)
- Institute for Divorce Financial Analysts
Certified Divorce Financial Analyst (Financial Planning and Services)
- iPEC
Certified Professional Coach (Transition coaching)
2015 - 2016
- University of Toronto - Rotman School of Management
MBA (Marketing/Marketing Management, General)
1981 - 1986 - University of Toronto - University of Trinity College
BA (English Literature)
1974 - 1978
Lesley Poole's Skills
- Wealth Management Services
- Investment Advisory
- Portfolio Management
- Wealth Management
- Wealth
- Investments
- Financial Services
- Banking
- Risk Management
- High Net Worth Individuals
Lesley Poole's Summary
Lesley Poole, based in Gananoque, ON, CA, is currently a President at Next Chapter, bringing experience from previous roles at HSBC Private Wealth Services (Canada) Inc., CIBC Private Wealth Management and Bank of Montreal. Lesley Poole holds a Certified Financial Planner (CFP) in Financial Planning and Services @ Financial Planning Standards Council. With a robust skill set that includes Wealth Management Services, Investment Advisory, Portfolio Management, Wealth Management, Wealth and more, Lesley Poole contributes valuable insights to the industry. Lesley Poole has 1 email on RocketReach.
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