Robert Van Alphen's Location
Penticton, British Columbia, Canada
Robert Van Alphen's Work
- Senior Wealth Advisor | Van Alphen Advisory Team @ CIBC Wood Gundy
- Senior Financial Planner @ TD
- Premier Relationship Manager @ HSBC
- Financial Advisor @ CIBC
- Investment Advisor @ National Bank Financial
Robert Van Alphen's Education
- Canadian Securities Institute
CSC/CPH/WME ( Canadian Securities Course, Conduct And Practices, Wealth Management Essentials)
2004 - 2011 - The University of British Columbia
English ( Political Science)
2003 - 2006 - Investment Funds Institute Of Canada
LLQP/CIFC ( Life License Qualification Program, Canadian Investment Funds Course)
2004 - 2005
Robert Van Alphen's Skills
- Mutual Funds
- Wealth Management
- Investment Advisory
- Retirement Planning
- High Net Worth Individuals
- Investment Strategies
- Investments
- Strategic Financial Planning
- Segregated Funds
- Portfolio Management
Robert Van Alphen's Summary
Robert Van Alphen, based in Penticton, British Columbia, Canada, is currently a Senior Wealth Advisor | Van Alphen Advisory Team at Cibc Wood Gundy, bringing experience from previous roles at Td, HSBC, Cibc and National Bank Financial. Robert Van Alphen holds a 2004 - 2011 CSC/CPH/WME in Canadian Securities Course, Conduct And Practices, Wealth Management Essentials @ Canadian Securities Institute. With a robust skill set that includes Mutual Funds, Wealth Management, Investment Advisory, Retirement Planning, High Net Worth Individuals and more, Robert Van Alphen contributes valuable insights to the industry. Robert Van Alphen has 2 emails on RocketReach.
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ViewRobert Van Alphen
Senior Wealth Advisor | Van Alphen Advisory Team at Cibc Wood Gundy
Penticton, British Columbia, Canada2
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