Joshua Nardini
Associate at Optimize Wealth Management- Claim this Profile
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Bio
Credentials
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Building a 3 Statement Financial Model
Corporate Finance Institute® (CFI)Oct, 2022- Nov, 2024 -
Business Valuation Modeling Part I
Corporate Finance Institute® (CFI)Oct, 2022- Nov, 2024 -
Accounting Principles and Standards
Corporate Finance Institute® (CFI)Sep, 2022- Nov, 2024 -
Excel Fundamentals – Formulas for Finance
Corporate Finance Institute® (CFI)Sep, 2022- Nov, 2024 -
Financial Analysis Fundamentals
Corporate Finance Institute® (CFI)Sep, 2022- Nov, 2024
Experience
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Optimize Wealth Management
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Canada
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Financial Services
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100 - 200 Employee
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Associate
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Nov 2022 - Present
By introducing Canadians and their families, as well as foundations and other not for profit organizations, to Optimize's discretionary wealth management services and portfolio management team, I provide a confident approach to guiding my clients towards achieving their long-term financial goals. Optimize Wealth Management is one of Canada’s leading investment management firms whose affiliated teams are recognized throughout the industry as thought leaders and impact setters.I adhere to the key principles of listening and responding, placing the utmost importance on understanding each of my client’s unique goals and objectives, ensuring flexibility to changing market conditions and personal circumstances. I am dedicated to developing strong working relationships and providing the highest level of personalized service.
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Hybrid Financial Ltd.
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Canada
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Financial Services
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1 - 100 Employee
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Account Specialist
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Jan 2022 - May 2022
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Education
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2016 - 2021
DeGroote School of Business - McMaster University
Honours Bachelor of Commerce, Finance, General
Community
