Thomas Suggitt Email
CFA, CIPM, CFP, FCSI | Chief Wealth Strategist at ZLC Wealth and Portfolio Manager @ Quintessence Wealth
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Thomas Suggitt Location
- Vancouver, BC, CA
Thomas Suggitt Work
- now CFA, CIPM, CFP, FCSI | Chief Wealth Strategist at ZLC Wealth and Portfolio Manager @
- 2015 - now Vice President and Portfolio Manager @
- 2013 - 2015 Wealth Advisor @
- 2006 - 2013 Senior Financial Consultant @
- 2004 - 2006 Investment Advisor @
Thomas Suggitt Education
- CFA Institute
Certificate in Investment Performance Measurement (CIPM)
2017 - 2018 - Canadian Securities Institute
Fellow of the Canadian Securities Institute (FCSI), Canadian Investment Manager (CIM) (Investments and Securities)
2004 - 2012 - CFA Institute
Chartered Financial Analyst (CFA) (Security Analysis & Portfolio Management)
2008 - 2010 - null
- Griffith University
- Fleming College
Thomas Suggitt Skills
- Financial Advisory
- Wealth
- Short Sales
- Mutual Funds
- Investment Advisory
- Retirement
- Strategic Financial Planning
- Equity Research Analysis
- Securities
- Bonds
- Investment Management
- Financial Services
- Portfolio Management
- Risk Management
- Real Estate Investment Trusts
- Sales
- Finance
- Investments
- Retirement Planning
- Options Strategies
- Options
- Asset Management
- Financial Analysis
- Asset Allocation
- Insurance
- Wealth Management
- Investment Strategies
Thomas Suggitt Summary
- Thomas Suggitt, based in Vancouver, BC, CA, is currently a CFA, CIPM, CFP, FCSI | Chief Wealth Strategist at ZLC Wealth and Portfolio Manager at Q Wealth Partners. Thomas Suggitt brings experience from previous roles at ZLC WEALTH INC., 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 has 2 emails on RocketReach.
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