Thomas Cim Email & Phone Number

Senior Portfolio Manager @ Harbourfront Wealth Management

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Thomas Cim Location

Victoria, BC, CA

Thomas Cim Work

Senior Portfolio Manager @ (January 2014 - Present)
Consultant and Associate Consultant @ (September 2008 - January 2014)

Thomas Cim Education

Canadian Securities Institute
PDO - Partners, Directors and Senior Officers Course
2023-2024
Wharton Executive Education
Private Equity - Investing and Creating Value
2023-2023
Advocis - The Institute for Advanced Financial Services Education
Advanced Estate Planning
2019-2019
Canadian Securities Institute
FSDC - Financial Services Drivers & Challenges
2019-2019
Advocis - The Institute for Advanced Financial Services Education
Tax & Legal Principles
2018-2018
Advocis - The Institute for Advanced Financial Services Education
Advanced Concepts in Tax & Law
2018-2018
Canadian Securities Institute
(AIS, Advanced Investment Strategies)
2017-2017
Canadian Securities Institute
(PMT, Portfolio Management Techniques)
2017-2017
Canadian Securities Institute
CIM - Chartered Investment Manager (Investments and Securities)
2017-2017
Canadian Securities Institute
(WME, Wealth Management Essentials)
2016-2016
Canadian Securities Institute
(CPH, Conduct and Practices Handbook)
2014-2014
Financial Planning Standards Council
CFP - Certified Financial Planner (Financial Planning and Services)
2012-2013
Canadian Securities Institute
FPSC Capstone Course
2010-2012
Canadian Securities Institute
FP2 (Financial Planning 2)
2011-2011
Canadian Securities Institute
FP1 (Financial Planning 1)
2010-2011
Canadian Securities Institute
CSC (Canadian Securities Course)
2010-2010
Business Career College
LLQP (Life License Qualification Program)
2008-2008
Institute of Financial Services Education
CIFC (Candian Investment Funds Course)
2008-2008
University of Calgary
B.A. (Political Science)
2002-2007

Thomas Cim Skills

Retirement Planning
Estate Planning
Insurance
Wealth Management
Financial Planners
Strategic Financial Planning
Mortgage Lending
Financial Services
Critical Illness
Small Business
Finance
Investment Management
Life Insurance
Disability Insurance
Personal Tax Planning
Corporate Tax Planning
Consumer Lending
Health Insurance
Cash Management
Investments
Financial Analysis
Mutual Funds
Investment Strategies
Retirement
Asset Management
Financial Planning

Thomas Cim Summary

Thomas Cim, based in Victoria, BC, CA, is currently a Senior Portfolio Manager at Harbourfront Wealth Management. Thomas Cim brings experience from previous roles at Investors Group Financial Services Inc.. Thomas Cim holds a 2023 - 2024 PDO - Partners, Directors and Senior Officers Course @ Canadian Securities Institute. With a robust skill set that includes Retirement Planning, Estate Planning, Insurance, Wealth Management, Financial Planners and more. Thomas Cim has 1 emails on RocketReach.