Rodrigo Mendez's Location
Canada
Rodrigo Mendez's Work
- Director Planner @ Sun Life Financial
- Estate and Financial Planning Services Specialist @ Sun Life Financial
- Investment Advisor @ Harbourfront Wealth Management
- Associate Consultant @ Investors Group
- Associate @ RBC Dominion Securities
Rodrigo Mendez's Education
- Canadian Securities Institute
Chartered Investment Manager (CIM)
- FPSC
Certified Financial Planner
- Canadian Securities Institute
Invesment Management Techniques
- Canadian Securities Institute
Portfolio Management Techniques
- BCIT School of Business
Financial Management - Financial Planning Option (Financial Planning and Services)
2011 - 2013 - Canadian Securities Institute
Canadian Insurance Course
- Canadian Securities Institute
Canadian Securities Course
- International Baccalaureate
- Advocis
CLU Designation
2019 - 2020
Rodrigo Mendez's Summary
Rodrigo Mendez, based in Canada, is currently a Director Planner at Sun Life, bringing experience from previous roles at Sun Life, Harbourfront Wealth Management, Investors Group and RBC Dominion Securities. Rodrigo Mendez holds a Chartered Investment Manager (CIM) @ Canadian Securities Institute. Rodrigo Mendez has 1 email on RocketReach.
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