Tom Porteous Email & Phone Number
Senior Wealth Advisor and Portfolio Manager @ Canaccord Genuity Group Inc.
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Tom Porteous Location
- Vancouver, BC, CA
Tom Porteous Work
- Senior Wealth Advisor and Portfolio Manager @ (September 2024 - Present)
- Senior Portfolio Manager, Senior Investment Advisor @ McLeod Young Weir, ScotiaMcLeod, Midland Walwyn, Merrill Lynch, CIBC Wood Gundy, (April 1988 - September 2024)
Tom Porteous Education
- Simon Fraser University
Bachelor of Business Administration (BBA) (Business/Managerial Economics)
1984-1987 - Capilano University
Business/Managerial Economics
1982-1984
Tom Porteous Skills
- Estate Tax Planning
- Investments
- Philanthropy
- Portfolio Management
- Management
- Customer Service
- Leadership
- Public Speaking
- Equities
- Business Development
- Microsoft Excel
- Training
- Sales
- Investment Management
Tom Porteous Summary
- Tom Porteous, based in Vancouver, BC, CA, is currently a Senior Wealth Advisor and Portfolio Manager at Canaccord Genuity Group Inc.. Tom Porteous brings experience from previous roles at McLeod Young Weir, ScotiaMcLeod, Midland Walwyn, Merrill Lynch, CIBC Wood Gundy,. Tom Porteous holds a 1984 - 1987 Bachelor of Business Administration (BBA) in Business/Managerial Economics @ Simon Fraser University. With a robust skill set that includes Estate Tax Planning, Investments, Philanthropy, Portfolio Management, Management and more. Tom Porteous has 2 emails and 1 mobile phone numbers on RocketReach.
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