Verified recordFinancial Services

Brock Degelman

Operations & Marketing at Milestone Wealth Management Ltd

Based in Canada

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Seniority

Staff

Department

Operations

Location

Canada

Industry

Financial Services

Company size

7

Contact information

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Email

1 credit

b•••••••@milestonewealth.ca

Phone

5 credits

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Background

About Brock Degelman

Aspiring Wealth Management Advisor and CPA with a Commerce degree from the Gustavson School of Business at the University of Victoria. Currently advancing my professional qualifications by completing the Canadian Securities Course (CSC) and pursuing the CPA designation. Originally from Saskatchewan, I have lived across Western Canada in recent years, which has cultivated strong adaptability and resilience. My diverse work experience spans multiple industries, providing me with a well-rounded understanding of business operations. Through these roles, I’ve honed critical thinking and problem-solving skills, which I am committed to further developing as I build my career in the financial services sector. Currently at Milestone Wealth Management, I am dedicated to learning from those around me and applying my expertise to facilitate synergies across the company. Particularly passionate about the key factors and strategic decisions that drive client and business success. Founder of Signature Specs, formerly an online retailer specializing in luxury eyewear at competitive prices, combining entrepreneurial drive with a commitment to quality. Hopeful future owner of the Dallas Cowboys.

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Brock Degelman Email & Phone Number @ Milestone Wealth Management Ltd | Kipplo Discover