Charlie McMillan
Wealth Management Advisor Intern at Cardinal Point Capital Management, ULC- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Greater Vancouver Metropolitan Area, CA
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Experience
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Cardinal Point Capital Management, ULC
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Canada
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Financial Services
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1 - 100 Employee
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Wealth Management Advisor Intern
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Apr 2023 - Present
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Intern
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May 2022 - May 2023
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G&F Financial Group
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Canada
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Banking
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1 - 100 Employee
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Money Advisor
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Apr 2021 - Mar 2022
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Education
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University of Toronto
Bachelor of Commerce - BCom -
University of Toronto - Rotman School of Management
Bachelor of Commerce - BCom, Management Specialist - Focuses in Marketing, Finance, and Strategy and Innovation
Community
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