Michael Graves, CFP®, CIM®, FCSI®
Certified Financial Planner Professional at Educators Financial Group- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Kingston, Ontario, Canada, CA
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Credentials
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Fellow of CSI (FCSI®)
Canadian Securities InstituteFeb, 2021- Oct, 2024 -
Chartered Investment Manager (CIM®)
Canadian Securities Institute (CSI)Feb, 2018- Oct, 2024 -
CERTIFIED FINANCIAL PLANNER®
FP CanadaJan, 2021- Oct, 2024
Experience
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Educators Financial Group
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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 Professional
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Jul 2023 - Present
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Investors Group Securities Inc
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Canada
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Investment Banking
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1 - 100 Employee
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Wealth Planning Specialist
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Mar 2019 - Apr 2023
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RBC
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France
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Design Services
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1 - 100 Employee
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Advisor
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Jul 2018 - Feb 2019
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W.A. Robinson Asset Management Ltd.
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Canada
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Investment Management
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1 - 100 Employee
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Manager, Marketing and Communications & Investment Analyst
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Jun 2011 - Feb 2018
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Marketing Coordinator
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Apr 2010 - Jun 2011
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Education
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2007 - 2010
St. Lawrence College
Business Administration, Marketing - Ontario College Advanced (3 Yr) Diploma
Community
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