Emma H.
Private Wealth Manager & Portfolio Manager at Cardinal Point Wealth Management, Ulc
Based in Canada
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Seniority
Manager
Department
Finance & Accounting
Location
Canada
Industry
Financial Services
Company size
53
Contact information
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e•••••••@cardinalpointwealth.com
Phone
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Background
About Emma H.
Financial Planning I & II, Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH)• Have extensive knowledge about capital market and investment products • Proficient in MS Office, Python, SAS, VBA, Naviplan, MorningStar, Bloomberg and Salesforce
Decision-makers
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