Robert Wolfson Email
Sr Wealth Advisor and Portfolio Manager @ Scotiamcleod
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Robert Wolfson Location
- Calgary, AB, CA
Robert Wolfson Work
- Sr Wealth Advisor and Portfolio Manager @ (December 1999 - Present)
- Senior Wealth Advisor - Ellis Wealth Management @ (September 2014 - Present)
- Wealth Advisor, H and L Capital @ (October 2007 - August 2014)
- Investment Associate @ (December 1999 - September 2007)
Robert Wolfson Education
- Canadian Securities Institute
Certified Investment Management (Finance and Financial Management Services)
2016-2018 - Southern Alberta Institute of Technology (SAIT)
Diploma (Finance and Financial Management Services)
1997-1999
Robert Wolfson Summary
- Robert Wolfson, based in Calgary, AB, CA, is currently a Sr Wealth Advisor and Portfolio Manager at Scotia Wealth Management. Robert Wolfson brings experience from previous roles at ScotiaMcLeod. Robert Wolfson holds a 2016 - 2018 Certified Investment Management in Finance and Financial Management Services @ Canadian Securities Institute. Robert Wolfson has 2 emails on RocketReach.
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