Steven Monaco Email
Senior Associate Advisor - Springer, Hoffer and Gourlay Group @ RBC Dominion Securities
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Steven Monaco Location
- Canada
Steven Monaco Work
- 2019 - now Senior Associate Advisor - Springer, Hoffer and Gourlay Group @
- 2008 - 2019 Associate Director - Certified Financial Planner® @
Steven Monaco Education
- Canadian Securities Institute
Chartered Investment Manager (CIM)
2023 - 2023 - Canadian Securities Institute
Wealth Management Essentials (WME)
2021 - 2021 - Canadian Securities Institute
Conduct and Practices Handbook
2019 - 2019 - Canadian Securities Institute
Canadian Securities Course
2019 - 2019 - FINRA
Security Industry Essentials
2019 - 2019 - SMSF Association
SMSF Specialist Advisor™
2012 - 2012 - Financial Planning Association Australia
Life Risk Specialist®
2011 - 2011 - Kaplan Australia
Diploma of Financial Services (Financial Planning) (Financial Planning and Services)
2010 - 2011 - Financial Planning Association Australia
Certified Financial Planner®
2009 - 2010 - University of Adelaide
Graduate Diploma of Global Wealth Management
2008 - 2008 - University of Adelaide
Bachelor of Finance
2002 - 2007 - University of Adelaide
Bachelor of Economics
2002 - 2007 - FINRA
Series 7
2019null
Steven Monaco Summary
- Steven Monaco, based in Canada, is currently a Senior Associate Advisor - Springer, Hoffer and Gourlay Group at RBC Dominion Securities. Steven Monaco brings experience from previous roles at Hood Sweeney. Steven Monaco holds a 2023 - 2023 Chartered Investment Manager (CIM) @ Canadian Securities Institute. Steven Monaco has 1 emails on RocketReach.
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