Profiel
Mr. Moore graduated with a degree in Financial Studies from the University of Western Ontario and subsequently earned his Chartered Financial Analyst designation.
Mr. Moore believes strongly that education is a critical component of intelligent investing, and has served as an instructor and curriculum consultant for the Canadian Investor Learning Centre, Certified Financial Planners and has taught his own Intelligent Investing Clinics throughout Alberta & Saskatchewan.
Mr. Moore spent his early career in real estate investment and 11 years with Merrill Lynch before joining McLean & Partners.
Mr. Moore was also a finalist for Alberta Venture Magazine's E-Awards in 2005.
He was instrumental in the resurrection of "Mozart on the Mountain", now a $100,000 annual fundraising event for the CPO.
Eerdere bekende functies van Brad Moore
| Bedrijven | Functie | Einde |
|---|---|---|
CWB Wealth Partners Ltd.
 CWB Wealth Partners Ltd. Investment ManagersFinance CWB Wealth Partners Ltd. (CWB Wealth) is a Canadian investment management firm headquartered in Calgary, Alberta. Formerly known as CWB McLean & Partners Wealth Management Ltd., the firm was founded in 1999 and is a subsidiary of CWB Wealth Management Ltd., owned by Canadian Western Bank (TSX: CWB). CWB Wealth provides personalized investment strategies for high-net-worth individuals and families, institutions, small foundations, and not-for-profit organizations. | Portefeuillebeheerder-Aandelen | 31-08-2010 |
Merrill Lynch Canada, Inc.
 Merrill Lynch Canada, Inc. Investment Banks/BrokersFinance Merrill Lynch Canada, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. They are a subsidiary of Midland Walwyn, Inc. and their ultimate parent is Bank of America Corp. (NYSE: BAC). The firm offers brokerage and investment banking services as well as commercial lending, global high-yield debt, global equity, and M&A services to institutional and retail clients. | Corporate Officer/Principal | - |
| Burns Fry Ltd. | Corporate Officer/Principal | - |
Moss Lawson Holdings Ltd
 Moss Lawson Holdings Ltd Investment Trusts/Mutual FundsMiscellaneous Part of HSBC Holdings Plc, Moss Lawson Holdings Ltd is a Canadian company that provides investment management services. The company is located in Canada. Moss Lawson Holdings was acquired by HSBC Holdings Plc on July 06, 1998. | Corporate Officer/Principal | - |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
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Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Merrill Lynch Canada, Inc.
Merrill Lynch Canada, Inc. Investment Banks/BrokersFinance Merrill Lynch Canada, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. They are a subsidiary of Midland Walwyn, Inc. and their ultimate parent is Bank of America Corp. (NYSE: BAC). The firm offers brokerage and investment banking services as well as commercial lending, global high-yield debt, global equity, and M&A services to institutional and retail clients. | Finance |
Moss Lawson Holdings Ltd
Moss Lawson Holdings Ltd Investment Trusts/Mutual FundsMiscellaneous Part of HSBC Holdings Plc, Moss Lawson Holdings Ltd is a Canadian company that provides investment management services. The company is located in Canada. Moss Lawson Holdings was acquired by HSBC Holdings Plc on July 06, 1998. | Miscellaneous |
| Burns Fry Ltd. | Finance |
CWB Wealth Partners Ltd.
CWB Wealth Partners Ltd. Investment ManagersFinance CWB Wealth Partners Ltd. (CWB Wealth) is a Canadian investment management firm headquartered in Calgary, Alberta. Formerly known as CWB McLean & Partners Wealth Management Ltd., the firm was founded in 1999 and is a subsidiary of CWB Wealth Management Ltd., owned by Canadian Western Bank (TSX: CWB). CWB Wealth provides personalized investment strategies for high-net-worth individuals and families, institutions, small foundations, and not-for-profit organizations. | Finance |
