Marc Morais Email
Portfolio Manager and Wealth Advisor @ RBC Dominion Securities
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Marc Morais Location
- Guelph, ON, CA
Marc Morais Work
- 2017 -now Portfolio Manager and Wealth Advisor @
- 2010 -2017 Certified Financial Planner and Investment and Insurance Advisor @
- 2009 -2010 Bilingual Mortgage Specialist and Auditor @
Marc Morais Education
- Chartered Investment Manager (CIM®)
Canadian Securities Institute (Investments and Securities)
2019-2021 - Certified Financial Planner (CFP)
(Financial Planning, Retirement Savings, Risk Management, Estate Planning)
2011-2012 - Chartered Life Underwriter (CLU)
(Advanced Taxation, Law, Applied Estate Planning)
2011-2012 - Investment Funds In Canada (IFIC)
Mutual Funds (Investments)
2010-2010 - Life Licence Qualification Program (LLQP)
LLQP (Life Insurance, Health Insurance, Annuities, Segregated Funds)
2009-2009 - The University of Western Ontario
Bachelor of Management & Organizational Studies (Finance & Economics)
- Canadian Institute of Certified Executor Advisors 2016
Marc Morais Skills
- Estate Planning
- Strategic Financial Planning
- Personal Finance
- Financial Advisory
- Investments
- Risk Management
- Problem Solving
- Inheritance Tax Planning
- Finance
- Life And Health Insurance Licenses
- Customer Service
- Financial Analysis
- Insurance
- Mutual Funds
- Wealth
- Retirement Planning
- Wealth Management
- Financial Planning
- Market Analysis
Marc Morais Summary
- Marc Morais, based in Guelph, ON, CA, is currently a Portfolio Manager and Wealth Advisor at RBC Dominion Securities. Marc Morais brings experience from previous roles at Sun Life Financial and MCAP Mortgage Servicing Corp. Marc Morais holds a 2019 - 2021 Canadian Securities Institute in Investments and Securities @ Chartered Investment Manager (CIM®). With a robust skill set that includes Estate Planning, Strategic Financial Planning, Personal Finance, Financial Advisory, Investments and more. Marc Morais has 2 emails on RocketReach.
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