Thomas Suggitt's Location
Vancouver, BC, CA
Thomas Suggitt's Work
- Vice President & Portfolio Manager @ ZLC WEALTH INC.
- Wealth Advisor @ Scotiabank
- Senior Financial Consultant @ MD Financial Management | Gestion financière MD
- Investment Advisor @ RBC Dominion Securities
Thomas Suggitt's Education
- CFA Institute
Certificate in Investment Performance Measurement (CIPM)
2017 - 2018 - CFA Institute
Chartered Financial Analyst (CFA) (Security Analysis & Portfolio Management)
2008 - 2010 - Canadian Securities Institute
Fellow of the Canadian Securities Institute (FCSI), Canadian Investment Manager (CIM) (Investments and Securities)
2004 - 2012
- Financial Planners Standards Council
CFP (Financial Planning)
- Griffith University
Bachelor (International Finance)
- Fleming College
Diploma (Business - Financial Planning)
Thomas Suggitt's Skills
- Financial Advisory
- Wealth
- Short Sales
- Mutual Funds
- Investment Advisory
- Retirement
- Strategic Financial Planning
- Equity Research Analysis
- Securities
- Bonds
Thomas Suggitt's Summary
Thomas Suggitt, based in Vancouver, BC, CA, is currently a Vice President & Portfolio Manager at ZLC WEALTH INC., bringing experience from previous roles at ScotiaMcLeod, MD Financial Management | Gestion financière MD and RBC Dominion Securities. Thomas Suggitt holds a 2017 - 2018 Certificate in Investment Performance Measurement (CIPM) @ CFA Institute. With a robust skill set that includes Financial Advisory, Wealth, Short Sales, Mutual Funds, Investment Advisory and more, Thomas Suggitt contributes valuable insights to the industry. Thomas Suggitt has 2 emails on RocketReach.
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