Todd Knutson Email & Phone Number
Senior Wealth Advisor and Portfolio Manager, Knutson Advisory Group @ Corbeil Boudreau Groupe Financier
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Todd Knutson Location
- Kelowna, BC, CA
Todd Knutson Work
- Senior Wealth Advisor and Portfolio Manager, Knutson Advisory Group @ (January 2015 - Present)
- Investment Associate, Goldberg Wealth Management @ (January 2011 - January 2015)
- Vice President, Portfolio Advisory Group @ (July 2010 - February 2012)
- Senior Manager, Managed Products @ (January 2006 - January 2010)
- Director, National Accounts @ (January 2003 - January 2006)
Todd Knutson Education
- The University of British Columbia
BA - Econ (Economics)
1996-2000
Todd Knutson Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Bloomberg
- Capital Markets
- Derivatives
- Equities
- Financial Modeling
- Financial Services
- Fixed Income
- Hedge Funds
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Mutual Funds
- Portfolio Management
- Retirement Planning
- Risk Management
- Securities
- Strategic Financial Planning
- Valuation
- Wealth Management
Todd Knutson Summary
- Todd Knutson, based in Kelowna, BC, CA, is currently a Senior Wealth Advisor and Portfolio Manager, Knutson Advisory Group at National Bank Financial. Todd Knutson brings experience from previous roles at ScotiaMcLeod, HSBC Securities (Canada), HSBC Securities and AGF Management Ltd.. Todd Knutson holds a 1996 - 2000 BA - Econ in Economics @ The University of British Columbia. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Capital Markets and more. Todd Knutson has 1 emails on RocketReach.
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