Wilson Ki Email & Phone Number
Branch Manager @ PortfolioHiWay
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Wilson Ki Location
- Toronto, ON, CA
Wilson Ki Work
- 2025 -now Branch Manager @
- 2023 -2025 Head of Compliance @
- 2020 -2023 Manager, Compliance @
- 2010 -2020 Financial Consultant @
- 2007 -2009 Process Engineer-In-Training @
- 2006 -2006 Technical Writer and Assistant Design @
- 2005 -2005 Production Engineering Assistant @
- 2005 -2005 Production Engineering Assistant @
- 2004 -2004 Pharmaceutical Specialist @ Barnes, Huntington & Associates
- 2004 -2004 Project Manager-In-Training @
- 2003 -2003 Project Manager-In-Training @
- 2002 -2002 Engineering Assistant @
- 2002 -2002 Project Manager-In-Training @
Wilson Ki Education
- University of Waterloo
Bachelor of Applied Science, Honours (Engineering Co-operative Education Program)
2001-2007
Wilson Ki Skills
- Estate Planning
- Portfolio Management
- Cash Flow Forecasting
- Strategic Financial Planning
- Investment Strategies
- Risk Management
- Mortgage Lending
- Tfsa
- Tax Planning
- Strategic Planning
- RRSP
- Insurance
- Retirement Planning
- Wealth Management
- Analysis
- Financial Planning
- Mortgage Planning
- Eb5 Financing
- Microsoft Office
- Nonprofits
- Help Families to Grow and Protect Their Assets Safely
Wilson Ki Summary
- Wilson Ki, based in Toronto, ON, CA, is currently a Branch Manager at PortfolioHiWay. Wilson Ki brings experience from previous roles at Sightline Wealth Management, IG Wealth Management and SNC-Lavalin. Wilson Ki holds a 2001 - 2007 Bachelor of Applied Science, Honours in Engineering Co-operative Education Program @ University of Waterloo. With a robust skill set that includes Estate Planning, Portfolio Management, Cash Flow Forecasting, Strategic Financial Planning, Investment Strategies and more. Wilson Ki has 2 emails and 2 mobile phone numbers on RocketReach.
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