Mohammad Ayaz Email & Phone Number
Senior Portfolio Manager, Wealth Advisor and Financial Planner @ RBC Dominion Securities
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Mohammad Ayaz Location
- Oakville, ON, CA
Mohammad Ayaz Work
- 2013 -now Senior Portfolio Manager, Wealth Advisor and Financial Planner @
- 2004 -2013 Financial Planner @
- 2000 -2004 SENIOR FINANCIAL ADVISOR @ CANADIAN IMPERIAL BANK OF COMMERCE
- 1994 -2000 VICE PRESIDENT and HEAD OF KARACHI OPERATIONS @ ATLAS INVESTMENT BANK LTD
- 1992 -1994 MANAGER CREDIT and MARKETING @ NATIONAL DEVELOPMENT LEASING CORPORATION LTD
- 1990 -1994 Senior Officer Corporate Planning @ HOECHST PAKISTAN
Mohammad Ayaz Education
- Canadian Institute of Financial Planners (CIFP)
Retirement Event Planning for Mass Affluent Customers (Retirement Planning)
2012-2012 - Canadian Securities Institute
PFP (Personal Financial Planning and Wealth Management)
2011-2011 - Financial Planning Standards Council
CFP (Financial Planning)
2002-2003 - Canadian Securities Institute
FCSI (Financial and Wealth Management. Derivatives)
2000-2002 - Institute of Business Administration
MBA (Finance)
1988-1990 - University of Karachi, Karachi
Bachelor of Commerce
Mohammad Ayaz Skills
- Financial Risk
- Credit Risk
- Investment Strategies
- Mortgage Lending
- Corporate Finance
- Fixed Income
- Strategy
- Wealth Management
- Investment Advisory
- Securities
- Investments
- Strategic Planning
- Private Banking
- Investment Management
- Portfolio Management
- Strategic Financial Planning
- Banking
- Equities
- Project Management
- Microsoft Excel
- Financial Planning
- Credit Analysis
- Credit
- Investment Banking
- Financial Analysis
- Financial Services
- Loans
- Finance
- Sales
- Mutual Funds
Mohammad Ayaz Summary
- Mohammad Ayaz, based in Oakville, ON, CA, is currently a Senior Portfolio Manager, Wealth Advisor and Financial Planner at RBC Dominion Securities. Mohammad Ayaz brings experience from previous roles at RBC Royal Bank, CANADIAN IMPERIAL BANK OF COMMERCE, ATLAS INVESTMENT BANK LTD and NATIONAL DEVELOPMENT LEASING CORPORATION LTD. Mohammad Ayaz holds a 2012 - 2012 Retirement Event Planning for Mass Affluent Customers in Retirement Planning @ Canadian Institute of Financial Planners (CIFP). With a robust skill set that includes Financial Risk, Credit Risk, Investment Strategies, Mortgage Lending, Corporate Finance and more. Mohammad Ayaz has 3 emails and 1 mobile phone numbers on RocketReach.
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