Keenan Macartney

Associate at The Cook Team - Scotia Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
CA

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Credentials

  • Conduct and Practices Handbook
    Canadian Securities Institute
    Aug, 2022
    - Sep, 2024
  • CFA Investments Foundations Course
    CFA Institute
    Apr, 2020
    - Sep, 2024
  • Canadian Securities Course
    Canadian Securities Institute
    Jun, 2019
    - Sep, 2024

Experience

  • The Cook Team - Scotia Wealth Management
    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Associate
      • Jan 2022 - Present

      The Cook Team specializes in helping Vancouver-Based high net worth and ultra high net worth families manage their wealth. With $1.1B AUM, we structure ourselves around financial planning, risk/reward allocation, and finding the investment opportunities that suit you. The Cook Team specializes in helping Vancouver-Based high net worth and ultra high net worth families manage their wealth. With $1.1B AUM, we structure ourselves around financial planning, risk/reward allocation, and finding the investment opportunities that suit you.

Education

  • University of Victoria
    Bachelor of Science (BSc), Financial and Business Economics
    2017 - 2021
  • CFA Institute
    Candidate

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