Michael Trklja Email & Phone Number
Manager, Wealth and Financial Planning @ Rapport Credit Union
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Michael Trklja Location
- Kingston, ON, CA
Michael Trklja Work
- Manager, Wealth and Financial Planning @ (January 2023 - Present)
- Senior Wealth Manager @ (February 2022 - January 2023)
- Instructor @ (December 2021 - April 2024)
- Financial Planning Specialist - CIBC Private Wealth Management @ (April 2020 - February 2021)
- Client Service Advisor (contract position) @ (December 2018 - April 2020)
- Senior Wealth Advisor @ (September 2017 - June 2018)
- Investment Advisor and Financial Planner @ (July 2016 - June 2017)
- Investment Planning Advisor @ CDSPI Advisory Services Inc. (November 2010 - April 2016)
- Financial Planner @ (May 2006 - July 2010)
- Investment Retirement Planner @ (April 2004 - April 2006)
- Investment Specialist @ (January 1999 - January 2004)
- Investment Advisor and Investment Associate @ (January 1990 - January 1999)
Michael Trklja Education
- George Brown College 1989-1990
- York University
Bachelor of Arts (Political Science, Social Science)
1984-1988 - Canadian Securities Institute 2017
Michael Trklja Skills
- Investments
- Strategic Financial Planning
- Wealth Management
- Mutual Funds
- Retirement Planning
- Investment Advisory
- Securities
- Portfolio Management
- Investment Strategies
- Asset Allocation
- Equities
- Estate Planning
- Project Planning
- Fixed Income
- Risk Management
- PALTRAK Morningstar
- MS Office Suite
- NaviPlan & Naviplan Extended
- Plan Plus
- VCMS
- Financial Advisory
- Banking
- Economics
- Insurance
- Financial Services
- High Net Worth Individuals
- Microsoft Office
- Asset Management
- Microsoft Excel
- Investment Management
- Naviplan and Naviplan Extended
- Financial Planning
- Strategic Financial
Michael Trklja Summary
- Michael Trklja, based in Kingston, ON, CA, is currently a Manager, Wealth and Financial Planning at Rapport Credit Union. Michael Trklja brings experience from previous roles at Rapport Credit Union, Conestoga College, CIBC and OPB (Ontario Pension Board). Michael Trklja holds a 1989 - 1990 George Brown College. With a robust skill set that includes Investments, Strategic Financial Planning, Wealth Management, Mutual Funds, Retirement Planning and more. Michael Trklja has 2 emails and 1 mobile phone numbers on RocketReach.
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