1999 -now Sr Wealth Advisor and Portfolio Manager @
2007 -2014 Wealth Advisor, H and L Capital @
1999 -2007 Investment Associate @
Robert Wolfson Education
Canadian Securities Institute
Certified Investment Management (Finance and Financial Management Services)
2016-2018
Southern Alberta Institute of Technology
Diploma (Finance and Financial Management Services)
1997-1999
Robert Wolfson Summary
Robert Wolfson, based in Canada, is currently a Senior Wealth Advisor - Ellis Wealth Management at ScotiaMcLeod. Robert Wolfson brings experience from previous roles at Scotia Wealth Management and 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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