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Mauricio Dreher profile image

Mauricio Dreher

Wealth Management Advisor at Canfin Financial Group of Companies
Intro Book
Mauricio Dreher, a seasoned wealth management professional with over 13 years of experience, holds various certifications including CFP and LLQP, and is fluent in English, Brazilian Portuguese, and German.
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Location
Greater Calgary Metropolitan Area, CA
Languages
  • English Full professional proficiency
  • Brazilian Portuguese Native or bilingual proficiency
  • German Elementary proficiency
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Credentials

  • Responsible Investment Specialist (RIS)
    Responsible Investment Association
    Oct, 2020
    - Apr, 2026
  • CERTIFIED FINANCIAL PLANNER®
    FP Canada
    Aug, 2009
    - Apr, 2026

Experience

  • Canfin Financial Group of Companies
    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Wealth Management Advisor
      • Oct 2010 - Present

      Financial Planning, Investments, Insurances, Income Tax Preparation, Retirement and Estate Planning

    • British Columbia Regional Manager
      • Nov 2016 - Feb 2019

  • Sipan Capital
    • Oakville, ON, Canada
    • Senior Manager, Certified Financial Planner
      • Jun 2006 - Oct 2010
      • Oakville, ON, Canada

      Financial Planning, Investments, Insurances, Retirement and Estate Planning

  • Universal Private Asset Management
    • Mississauga, ON, Canada
    • Financial Advisor
      • May 2005 - May 2006
      • Mississauga, ON, Canada

      Investments and Insurances

  • Clarica Financial Services
    • Richmond Hill, ON, Canada
    • Financial Advisor
      • Jul 2004 - May 2005
      • Richmond Hill, ON, Canada

      Insurances

  • Alterna Technologies Group
    • Calgary, AB, Canada
    • Specialist, Quality Assurance
      • Jan 2001 - Jun 2003
      • Calgary, AB, Canada

      Financial Software for the Fortune 500 clients: IATA, Cargill, Phillips

  • Infosaude
    • Porto Alegre, RS, Brazil
    • Vice President, National Sales and Operations
      • Feb 1996 - May 2000
      • Porto Alegre, RS, Brazil

      Business Administration software. 142 Corporate clients. Nationwide sales and operations.

  • Compulife
    • Porto Alegre, RS, Brazil
    • Business Analyst
      • 1995 - 1996
      • Porto Alegre, RS, Brazil

  • U.S. Shoe of Brazil Import and Export
    • Campo Bom, RS, Brazil
    • Manager, Information Systems
      • 1993 - 1995
      • Campo Bom, RS, Brazil

  • Colling, Silva & Cia Ltda
    • Novo Hamburgo, RS, Brazil
    • Manager, System Development
      • 1990 - 1993
      • Novo Hamburgo, RS, Brazil

  • ARTECOLA INDUSTRIAS QUIMICAS LTDA
    • Campo Bom, RS, Brazil
    • Business Analyst
      • 1989 - 1990
      • Campo Bom, RS, Brazil

  • Embraco
    • Joinville, SC, Brazil
    • Developer
      • 1988 - 1989
      • Joinville, SC, Brazil

  • PROCERGS
    • Porto Alegre, RS, Brazil
    • Developer
      • 1985 - 1988
      • Porto Alegre, RS, Brazil

  • Grupo Editoria Sinos SA
    • Novo Hamburgo, RS, brazil
    • Paperboy
      • 1982 - 1985
      • Novo Hamburgo, RS, brazil

Education

  • 2020 - 2020
    Responsible Investment Association
    Canadian RI Fundamentals, Investments and Securities
  • 2016 - 2016
    IFIC - The Investment Funds Institute of Canada
    Branch Manager Examination, Investments and Securities
  • 2013 - 2013
    Canfin Financial Group
    Income Tax Preparer, Income Tax
  • 2013 - 2013
    REMIC - Real Estate and Mortgage Institute of Canada Inc.
    Mortgage Agent Course, Mortgage
  • 2007 - 2009
    CIFP – The Canadian Institute of Financial Planning
    CFP - Certified Financial Planner, Financial Planning and Services
  • 2007 - 2007
    IFIC - The Investment Funds Institute of Canada
    LSIF - Labour Sponsored Investment Fund License, Investments and Securities
  • 2006 - 2006
    IFIC - The Investment Funds Institute of Canada
    Mutual Funds License, Investments and Securities
  • 2004 - 2004
    Clarica Financial Services
    LLQP - Life License Qualification Program, Insurance
  • 2002 - 2002
    TMAC - Treasury Management Association of Canada
    Introduction to Cash Management
  • 2002 - 2002
    TMAC - Treasury Management Association of Canada
    Introduction to Foreign Exchange
  • 1999 - 1999
    SEBRAE
    EMPRETEC, Business Administration and Management, General
  • 1996 - 1996
    USC
    Hospital and Health Care Facilities Administration/Management
  • 1984 - 1988
    UNISINOS
    University Degree, Information Technology

Suggested Services

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Industry Focus. “Financial Services”

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