Nicolas Gimenez
Associate, Portfolio Solutions at Canaccord Genuity Wealth Management Canada
Based in Maple Ridge, Canada
7-day free trial · no credit card
Seniority
Staff
Department
Other
Location
Maple Ridge
Industry
Investment Management
Company size
408
Contact information
Reveal Nicolas's email and phone
Direct contact data is gated. Sign up and reveal. You only pay for verified records.
n•••••••@wealthreimagined.ca
Phone
5 credits+1 ••• •••• ••••
You only pay for valid records. Bounced emails and disconnected numbers cost nothing.
Background
About Nicolas Gimenez
As an Associate, Portfolio Solutions at Canaccord Genuity Wealth Management, I work closely with Investment Advisors to enhance our managed account platforms and deliver tailored investment solutions. My role involves supervising daily trades, performing detailed portfolio reviews, and ensuring we meet all regulatory requirements. I’m also dedicated to supporting advisors in their work, helping them build investment strategies and develop client proposals.With a BA in Economics from Simon Fraser University and being a CFA Level 3 candidate, I bring a strong foundation in financial analysis and portfolio management. My previous experience at OceanFront Wealth Inc. allowed me to develop skills in client service, account management, and operational efficiency.I’m passionate about collaborating with advisors to improve our managed account offerings and drive better results for our clients. At Canaccord Genuity, I’m focused on fostering these advisor relationships, advancing our investment processes, and contributing to the firm’s success.
Decision-makers
Other people at Canaccord Genuity Wealth Management Canada
Build a list of verified contacts at Canaccord Genuity Wealth Management Canada
Free for 7 days · 50 credits · no card · only pay for verified records.
Reach more buyers like Nicolas
250M+ professionals with verified email and phone. You only pay for records that actually verify.
7-day trial · no credit card · cancel anytime