Joseph D. Brook

Portfolio Manager & Investment Advisor at Private Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Toronto Area, Canada, CA
Skills

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Bio

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Experience

  • Private Wealth Management
    • Financial Services
    • 1 - 100 Employee
    • Portfolio Manager & Investment Advisor
      • Apr 2016 - Present

  • Dundee Securities
    • Portfolio Manager & Investment Advisor
      • Sep 2003 - Apr 2016

  • RBC Dominion Securities
    • Canada
    • Investment Management
    • 700 & Above Employee
    • Investment Advisor
      • Sep 1998 - Sep 2003

      Investment Advisor at RBC DS during the Long Term Capital Crisis and the collapse of the Technology bubble / 911 Investment Advisor at RBC DS during the Long Term Capital Crisis and the collapse of the Technology bubble / 911

Education

  • Canadian Securites Institute
    FMA, FCSI, Investments and Planning
    1996 - 2017
  • Financial Services Commission of Ontario
    Life Insurance Agent Status, Life Insurance & Estate Planning
    2000 - 2002
  • Wilfrid Laurier University
    Dipl. Bus. Admin, Business, Accounting, Investing
    1993 - 1997
  • University of Guelph
    B.Sc, Biological Sciences
    1989 - 1993

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