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Hal Biren profile image

Hal Biren

Portfolio Manager, Financial Advisor at Raymond James
Intro Book
Hal Biren is a seasoned investment expert with 30 years of experience, offering strategic financial planning, portfolio management, and customer service, holding various roles at top financial institutions.
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Location
Markham, Ontario, Canada, CA
Skills
  • Investments
  • Financial Planning
  • Strategic Planning
  • Customer Service
  • Rrsp
  • Show all
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Experience

  • Raymond James
    • Markham, Ontario, Canada
    • Portfolio Manager, Financial Advisor
      • Nov 2023 - Present
      • Markham, Ontario, Canada

      Offering advice based solely on our client's best interest. All guided by our core tenets of integrity and conservatism and putting clients first.

  • Richardson Wealth
    • Portfolio Manager, Investment Advisor
      • Jan 2014 - Nov 2023

      With 30 years of experience in the investment industry, I advise a broad range of investors that include busy executives who have no time to manage their investments, medical and legal professionals and their corporations, young families, and individuals who are nearing retirement and need conser...

  • Macquarie Private Wealth
    • Investment Advisor
      • 2010 - 2014
  • HSBC Securities Canada Inc.
    • Investment Advisor
      • 2004 - 2010
  • TD Evergreen
    • Investment Advisor
      • 1999 - 2004
  • RBC Dominion Securites
    • Investment Advisor
      • 1997 - 1999
  • Standard Chartered Bank
    • Treasurer
      • 1982 - 1997
  • Prudential Assurance
    • Fixed Income Trader
      • 1982 - 1982
  • Merrill Lynch
    • Money Market Trader
      • 1979 - 1982

Education

  • 1976 - 1979
    The University of Western Ontario

Suggested Services

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Industry Focus. “Financial Services”

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