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Ed Gravel

Retired at Retired
Intro Book
Ed Gravel, a seasoned wealth management professional with 4+ years of experience, holds a B. Comm degree from Sir George Williams University, and is proficient in English.
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Location
Oakville, Ontario, Canada, CA
Languages
  • English -
Skills
  • Wealth Management
  • Investments
  • Financial Advisory
  • Investment Advisory
  • Mutual Funds
  • Show all
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Experience

  • Retired
    • Oakville, Ontario, Canada
    • Retired
      • Apr 2020 - Present
      • Oakville, Ontario, Canada
  • Harbourfront Wealth Management
    • Burlington, Ontario
    • Associate
      • Jun 2015 - Apr 2020
      • Burlington, Ontario

      Team member of Gordon Wealth Management Group supporting the Senior Investment Advisor with the preparation of Financial Plans and investment portfolio reviews. Fully retired April 1, 2020.

  • Burgeonvest Bick Securities Limited (BBSL)
    • Burlington, On
    • Associate
      • Apr 2013 - Jun 2015
      • Burlington, On

      Team member of Gordon Wealth Management Group supporting the Senior Investment Advisor with the preparation of Financial Plans and investment portfolio reviews.

  • National Bank Financial
    • Oakville
    • Investment Associate
      • Aug 2006 - Apr 2013
      • Oakville

      Formerly, Wellington West Capital, supported Wealth Management Advisors of The Schneider Slykhuis Group within National Bank Financial with the preparation of Financial Plans and investment portfolio reviews.

  • Oakville Chamber Orchestra
    • Oakville
    • General Manager
      • Aug 2004 - Jul 2006
      • Oakville

      Organized and arranged venues to stage rehearsals and concerts, marketed and handled subscriptions and tickets sales, maintained communications with musicians and Board of Directors, and managed a database of concert goers. Was the former Treasurer and 2nd violin player for the previous 20 years.

  • TD Canada Trust
    • Oakville
    • Branch Manager
      • Mar 1981 - Jul 2004
      • Oakville

      Retail Branch Manager responsible for coaching a staff of up to 30 employees while maintaining the highest levels of customer service by putting the customer first.

  • Commerical Union Assurance Co
    • Toronto
    • Life Brokerage Manager
      • Jan 1972 - Feb 1981
      • Toronto

      Managed a downtown branch responsible for developing and servicing independent life insurance agents by introducing and marketing high end life insurance solutions.

Education

  • 1967 - 1971
    Sir George Williams University

Suggested Services

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Industry Focus. “Financial Services”

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