Jon Kutney, CFP® CIM®

Financial Planner at Parallel Wealth Financial Group
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Contact Information
us****@****om
(386) 825-5501
Location
Calgary, Alberta, Canada, CA

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Credentials

  • Certified Financial Planner Designation (CFP)
    Financial Planning Standards Council (FPSC)

Experience

  • Parallel Wealth Financial Group
    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Financial Planner
      • Mar 2023 - Present

  • MD Financial Management | Gestion financière MD
    • Canada
    • Financial Services
    • 700 & Above Employee
    • Senior Financial Consultant, MD Management Limited
      • Jun 2019 - Feb 2023

  • Scotiabank
    • Canada
    • Banking
    • 700 & Above Employee
    • Financial Advisor, Investment and Retirement Planning
      • Mar 2018 - Jun 2019

    • Assistant Manager
      • Apr 2017 - Mar 2018

    • Manager Personal Banking
      • Sep 2016 - Apr 2017

    • Senior Financial Advisor
      • Mar 2014 - Sep 2016

    • Personal Banking Officer
      • May 2012 - Mar 2014

Education

  • Southern Alberta Institute of Technology (SAIT)
    2010 - 2012

Community

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