Mike Tata Email
Senior Financial Consultant, MD Management Limited and Portfolio Manager at MD PIC @ MD Financial Management | Gestion financière MD
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Mike Tata Location
- Ottawa, ON, CA
Mike Tata Work
- 2022 -now Senior Financial Consultant, MD Management Limited and Portfolio Manager at MD PIC @
- 2011 -2022 Portfolio Manager at MD Private Investment Counsel @
- 2003 -2011 Senior Investment Advisor @
- 2000 -2003 MD Tradecentre Representative @
Mike Tata Education
- Nipissing University
Bachelor of Commerce (B.Com.) (Financial Services)
Mike Tata Skills
- Investments
- Financial Planning
- Portfolio Management
- Investment Strategies
- Financial Services
- Asset Allocation
- Retirement
- Alternative Investments
- Investment Advisory
- Wealth
- Asset Management
- Wealth Management
- Certified Financial Planner
- Mutual Funds
- Retirement Planning
- Securities
- Hauts Revenus
- Gestion de portefeuille
- Certified Financial
- Gestion De Portefeuilles
- Fonds mutuel
- Conseil Financier
- Planification Succession
- Gestion de patrimoine
- Planification De La Retraite
Mike Tata Summary
- Mike Tata, based in Ottawa, ON, CA, is currently a Senior Financial Consultant, MD Management Limited and Portfolio Manager at MD PIC at MD Financial Management. Mike Tata brings experience from previous roles at MD Financial Management. Mike Tata holds a Bachelor of Commerce (B.Com.) in Financial Services @ Nipissing University. With a robust skill set that includes Investments, Financial Planning, Portfolio Management, Investment Strategies, Financial Services and more. Mike Tata has 1 emails on RocketReach.
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