Matthew Vetter, CIM® CFP®
Certified Financial Planner at WealthSmart Incorporated- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
CA
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Credentials
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CERTIFIED FINANCIAL PLANNER®
FP CanadaDec, 2021- Oct, 2024 -
Portfolio Management Techniques (PMT®)
Canadian Securities InstituteJun, 2019- Oct, 2024 -
Advanced Investment Strategies (AIS)
Canadian Securities InstituteMay, 2019- Oct, 2024 -
Certificate in Advanced Investment Advice
Canadian Securities InstituteMay, 2019- Oct, 2024 -
Wealth Management Essentials (WME®)
Canadian Securities InstituteFeb, 2017- Oct, 2024 -
Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
Insurance Council of BCAug, 2015- Oct, 2024 -
Conduct and Practices Handbook Course (CPH®)
Canadian Securities InstituteMay, 2014- Oct, 2024 -
Canadian Securities Course (CSC®)
Canadian Securities InstituteMar, 2014- Oct, 2024 -
Chartered Investment Manager (CIM®)
Canadian Securities InstituteOct, 2019- Oct, 2024
Experience
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WealthSmart Incorporated
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Canada
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Financial Services
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1 - 100 Employee
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Certified Financial Planner
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Dec 2021 - Present
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Financial Advisor
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Jan 2014 - Present
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Marketing Assistant
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Jun 2012 - Jan 2014
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Aligned Capital Partners Inc.
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Canada
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Financial Services
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100 - 200 Employee
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Portfolio Manager
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Jul 2015 - Present
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Education
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2010 - 2014
The University of British Columbia
Bachelor of Arts (B.A.), Psychology -
2003 - 2008
St. Patrick Regional Secondary
High School Diploma
Community
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