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Steve Sparrow Location
Mississauga, ON, CA
Steve Sparrow Work
2025 -now Senior Vice President, Technology and Strategy and Portfolio Manager @
2019 -2023 Investment Advisor @
2017 -2019 Vice President, Fee Based Platforms @
2006 -2019 Director, Fee Based Programs @ HollisWealth
2005 -2006 Director, Advisor Services Centre @
2002 -2005 Manager, Client Services Centre @
2000 -2001 Senior Manager, Call Centre Operations @
1997 -2000 Senior Manager, Trading and Service @
Steve Sparrow Education
Canadian Securities Institute
(Canadian Securities Course)
Canadian Securities Institute
(Canadian Options Course)
Canadian Securities Institute
(Conduct and Practices Exam)
McMaster University
(BA, Economics)
Steve Sparrow Skills
Fee Based Programs
Retail Investment Programs
Investment Management
Compliance
Asset Growth
Team Leadership
Leadership
Strategy Execution
Public Speaking
Advisor Advocate
Portfolio Manager Programs
Financial Services
Management
Microsoft Word
Microsoft Excel
Customer Service
Business Development
Steve Sparrow Summary
Steve Sparrow, based in Mississauga, ON, CA, is currently a Senior Vice President, Technology and Strategy and Portfolio Manager at Verecan Capital Management Inc.. Steve Sparrow brings experience from previous roles at iA Private Wealth, HollisWealth and HollisWealth/DundeeWealth Management. Steve Sparrow holds a Canadian Securities Institute. With a robust skill set that includes Fee Based Programs, Retail Investment Programs, Investment Management, Compliance, Asset Growth and more. Steve Sparrow has 1 emails on RocketReach.
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