Verified recordFinancial Services

Evan Dawson

Client Associate the Larry Myny Investment Group at Cibc Wood Gundy

Based in London, Canada

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Seniority

Staff

Department

Customer/Client Service

Location

London

Industry

Financial Services

Company size

2.9K

Contact information

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Email

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e•••••••@••••••.com

Phone

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Background

About Evan Dawson

Evan has worked with Larry Myny over three years, first through Fanshawe College’s Larry Myny Mentorship Program and then as an assistant working part-time while learning the business and completing his undergraduate studies. Now, as an associate, Evan will be assisting with investment, insurance, and wealth management needs. He is a Financial Economics graduate from Western University and a Financial Planning graduate from Fanshawe College. In addition to his education and the many industry courses completed, Evan is nearing completion of his Certified Financial Planner (CFP) designation. Evan hopes to utilize his education, credentials, and experience to help clients meet their personal and financial goals. Industry Courses Completed: Canadian Securities Institute (CSI)- Canadian Securities Course (CSC)- Conduct and Practices Handbook (CPH)- Investment Advisors Training Program (IATP)- Wealth Management Essentials (WME)- Life Licensing Qualification Program (LLQP)-(In Progress) Advanced Investment Strategies (AIS) FPCanada- Introduction to Professional Ethics (IPE)- CFP Professional Education Program (CFP PEP)| Advanced Certificate in 3H Financial Planning Fanshawe College- CFP Core and Advanced Curriculum Education

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