Shane Cartwright Email
Wealth Management Advisor @ MAC FINANCIAL SERVICES INC.
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Shane Cartwright Location
- Waterloo, ON, CA
Shane Cartwright Work
- 2015 - now Wealth Management Advisor @
- 2011 - 2015 Investment Relationship Manager @
- 2013 - 2015 Chair, Scotia Young Professionals OCW @
- 2007 - 2011 Portfolio Administrator @
- 2006 - 2007 Personal Banking Officer @
- 2011 - 2013 Director, Education and Mentoring @ Scotiabank Young Professionals
Shane Cartwright Education
- Conestoga College
Business Administration, Financial Planning (Financial Planning)
2003 - 2006
Shane Cartwright Skills
- Estate Planning
- Portfolio Management Techniques
- Professional Financial Plannning Course
- Retirement Planning
- Wealth Management Techniques
- Financial Planning
- Portfolio Management
- Investments
- Relationship Management
- Mortgage Lending
- Finance
- Cim Designation
- Investment Advisory
- Wealth Management
- Mutual Funds
- Strategic Financial Planning
- High Net Worth Individuals
- Investment Strategies
- Canadian Securities Course
- Personal Financial Planning
- CSI
- Fma Designation
- Private Banking
- Retail Banking
- Investment Management Techniques
Shane Cartwright Summary
- Shane Cartwright, based in Waterloo, ON, CA, is currently a Wealth Management Advisor at MAC FINANCIAL SERVICES INC.. Shane Cartwright brings experience from previous roles at Scotia Private Client Group. Shane Cartwright holds a 2003 - 2006 Business Administration, Financial Planning in Financial Planning @ Conestoga College. With a robust skill set that includes Estate Planning, Portfolio Management Techniques, Professional Financial Plannning Course, Retirement Planning, Wealth Management Techniques and more. Shane Cartwright has 1 emails on RocketReach.
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