Paul Tomlinson Email & Phone Number
Vice President, Platform Sales and Support @ West Oak Family Office
Paul Tomlinson's Location
Winnipeg, MB, CA
Paul Tomlinson's Work
- Vice President, Platform Sales and Support @ West Oak Family Office
- Regional Vice President @ Invesco Canada
- Director, Business Development @ FAX Capital
- Regional Director @ Russell Investments
- Associate Vice President @ Sentry Investments
- Branch Manager @ MGI Securities
- Vice President of Business Development @ Graydon Elliott Capital
- Private Client Manager @ CI Assante Wealth Management
- Wealth Planning Analyst @ CI Assante Wealth Management
- Financial Planning Software Specialist and Software Training @ EISI
Paul Tomlinson's Education
- Canadian Securities Institute
Alternative Investment Strategies: Hedge Funds and Liquid Alternatives
2019 - 2019 - Canadian Securities Institute
Branch Managers Exam (Investments and Securities)
2004 - 2004 - Canadian Securities Institute
Partner's, Directors and Officers Course (Investments and Securities)
2004 - 2004
- Canadian Securities Institute
Options Supervisors Course (Investments and Securities)
2004 - 2004 - Canadian Securities Institute
Wealth Management Techniques
2003 - 2003 - Canadian Securities Institute
Canadian Securities Course (Investments and Securities)
2003 - 2003 - Canadian Securities Institute
Conduct and Practices Course (Investments and Securities)
2003 - 2003 - Canadian Securities Institute
Professional Financial Planning Course
2003 - 2003 - The Canadian Institute of Financial Planners
Certified Financial Planner CFP (expired)
2003 - 2003 - College Pierre Elliot Trudeau
Grade 12
1991 - 1993
Paul Tomlinson's Skills
- Portfolio Management
- Asset Management
- Financial Planning
- Financial Advisory
- Wealth Management Services
- Retirement
- Financial Services
- Wealth
- Series 63
- Fixed Income
Paul Tomlinson's Summary
Paul Tomlinson, based in Winnipeg, MB, CA, is currently a Vice President, Platform Sales and Support at Wellington-Altus Private Wealth, bringing experience from previous roles at Invesco Canada, FAX Capital, Russell Investments and Sentry Investments. Paul Tomlinson holds a 2019 - 2019 Alternative Investment Strategies: Hedge Funds and Liquid Alternatives @ Canadian Securities Institute. With a robust skill set that includes Portfolio Management, Asset Management, Financial Planning, Financial Advisory, Wealth Management Services and more, Paul Tomlinson contributes valuable insights to the industry. Paul Tomlinson has 3 emails on RocketReach.
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