Robert van Alphen Email
Associate Portfolio Manager | Van Alphen Advisory Team @ CIBC Wood Gundy
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Robert van Alphen Location
- Penticton, BC, CA
Robert van Alphen Work
- Associate Portfolio Manager | Van Alphen Advisory Team @ (April 2024 - Present)
- Senior Wealth Advisor | Van Alphen Advisory Team @ (November 2020 - Present)
- Senior Financial Planner @ (January 2011 - November 2020)
- Premier Relationship Manager @ (February 2010 - November 2010)
- Financial Advisor @ (December 2008 - February 2010)
- Investment Advisor @ (November 2007 - December 2008)
Robert van Alphen Education
- Canadian Securities Institute
CSC/CPH/WME/AIS/PMT (Canadian Securities Course, Conduct And Practices, Wealth Management Essentials)
2004-2023 - 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 Skills
- Asset Allocation
- Banking
- Certified Financial Planner
- Finance
- Financial Advisory
- Financial Planning
- Financial Services
- High Net Worth Individuals
- Holistic Financial Planning
- Investment Advisory
- Investment Strategies
- Investments
- Mutual Funds
- Options
- Portfolio Management
- Retirement Planning
- Securities
- Segregated Funds
- Strategic Financial Planning
- Wealth Management
Robert van Alphen Summary
- Robert van Alphen, based in Penticton, BC, CA, is currently a Associate Portfolio Manager | Van Alphen Advisory Team at CIBC Wood Gundy. Robert van Alphen brings experience from previous roles at CIBC Wood Gundy, TD Waterhouse, HSBC and CIBC. Robert van Alphen holds a 2004 - 2023 CSC/CPH/WME/AIS/PMT in Canadian Securities Course, Conduct And Practices, Wealth Management Essentials @ Canadian Securities Institute. With a robust skill set that includes Asset Allocation, Banking, Certified Financial Planner, Finance, Financial Advisory and more. Robert van Alphen has 2 emails on RocketReach.
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