John Lombard CFA, CFP
Portfolio Manager at Accilent Capital Management- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Toronto, Ontario, Canada, CA
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Credentials
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CFP
Financial Planning Standards Council (FPSC)Sep, 2003- Sep, 2024 -
CFA
CFA InstituteNov, 2001- Sep, 2024
Experience
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Accilent Capital Management
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Canada
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Investment Management
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1 - 100 Employee
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Portfolio Manager
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Feb 2020 - Present
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3Macs, a division of Raymond James
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Canada
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Investment Management
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1 - 100 Employee
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Associate Portfolio Manager
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Oct 2016 - Feb 2020
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Associate Portfolio Manager
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Jul 2015 - Oct 2016
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Manulife Securities Incorporated
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Canada
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Financial Services
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1 - 100 Employee
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Investment Advisor & Insurance Specialist
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Nov 2011 - Jun 2015
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TD Wealth Private Investment Advice
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Canada
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Investment Management
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1 - 100 Employee
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Investment Advisor & Insurance Advisor
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Feb 2009 - Nov 2011
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Wellington West Capital
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Investment Banking
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1 - 100 Employee
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Vice President, Branch Manager & Investment Advisor
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Dec 2007 - Feb 2009
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Clearsight Wealth Management
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United States
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Investment Management
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Vice President, Branch Manager & Investment Advisor
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Feb 2004 - Dec 2006
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Financial Advisor
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Dec 2001 - Feb 2004
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Education
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1978 - 1982
University of North Texas
Bachelor of Education, Honours
Community
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