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TheSynd
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Member Since: Mar 20, 2015 | Last Activity: Apr 09, 2015
Posts: 3 | Likes: 0 |
Neil Murphy started his career in finance and investments 25 years ago working as a junior lender with National Bank of Canada. After this short stint, Neil worked at CIBC where he advised financial planners across Canada, contributed to a national publication on financial planning and investments, and was part of a team creating new financial planning software for CIBC's national branch network.
Neil worked at RBC helping business owners better manage their investments and preparing financial plans. Finally, Neil worked with Weigh House Investor Services preparing plans, reviewing portfolios, and implementing low costs DIY investment accounts and also placing clients with discretionary money managers.
Neil holds the Canadian Investment Manager (CIM) designation and is an Associate in the Institute of Canadian Bankers (AICB). Neil is a registered Mortgage Agent (#M14002248) with FFM Capital (#12391) authorized by the Financial Services Commission of Ontario.
While no longer needed, Neil has previously held or been designated:
Registered Representative for Investments
Futures License
Options License
Certified Financial Planner
LLQP Life Insurance License
CFA Level I
Neil studied Mechanical Engineering at the Royal Military College of Canada.
Neil lives with his wife Wendy in North Oshawa and has four grown children.
Neil worked at RBC helping business owners better manage their investments and preparing financial plans. Finally, Neil worked with Weigh House Investor Services preparing plans, reviewing portfolios, and implementing low costs DIY investment accounts and also placing clients with discretionary money managers.
Neil holds the Canadian Investment Manager (CIM) designation and is an Associate in the Institute of Canadian Bankers (AICB). Neil is a registered Mortgage Agent (#M14002248) with FFM Capital (#12391) authorized by the Financial Services Commission of Ontario.
While no longer needed, Neil has previously held or been designated:
Registered Representative for Investments
Futures License
Options License
Certified Financial Planner
LLQP Life Insurance License
CFA Level I
Neil studied Mechanical Engineering at the Royal Military College of Canada.
Neil lives with his wife Wendy in North Oshawa and has four grown children.