Portfolio Manager, Director Private Clients Group @ HollisWealth - A Division of Scotia Capital and HollisWealth Insurance Agency Lt (November 2015 - July 2017)
Senior Financial Advisor @ HollisWealth - A Division of Scotia Capital and HollisWealth Insurance Agency Lt (March 2012 - July 2017)
Asset Preservation and Business Planning Division @ (March 2012 - July 2017)
Financial Advisor @ (January 2006 - May 2012)
Financial Advisor @ Berkshire Securities (January 2006 - January 2008)
Michael Sanson Education
Wilfrid Laurier University
HBBA (Specialized Finance)
1998-2002
Michael Sanson Skills
Asset Allocation
Asset Management
Business Development
Business Succession
Cash Flow
Cash Flow Management
Coaching
Corporate and Trust Planning
Critical Illness
Discretionary Portfolio Manager
Entrepreneurship
Estate Planning
Finance
Financial Advisory
Financial Analysis
Financial Planners
Financial Planning
Financial Services
High Net Worth Individuals
Insurance
Investment Advisory
Investment Management
Investment Strategies
Investments
Mutual Funds
Pensions
Portfolio Management
Restructuring
Retirement
Retirement Planning
Risk Management
Securities
Small Business
Strategic Financial Planning
Succession Planning
Tax Planning
Wealth
Wealth Management
Wealth Management Services
Business Restructuring
Business Expansion
Michael Sanson Summary
Michael Sanson, based in Oakville, ON, CA, is currently a Senior Portfolio Manager | Senior Financial Advisor at Manulife Wealth. Michael Sanson brings experience from previous roles at Manulife Wealth, HollisWealth - A Division of Scotia Capital and HollisWealth Insurance Agency Lt and Mangrove Wealth Group. Michael Sanson holds a 1998 - 2002 HBBA in Specialized Finance @ Wilfrid Laurier University. With a robust skill set that includes Asset Allocation, Asset Management, Business Development, Business Succession, Cash Flow and more. Michael Sanson has 2 emails and 1 mobile phone numbers on RocketReach.
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