Christopher Daniel Heaman
Portefeuillebeheerder-Aandelen bij Quintessence Wealth
Profiel
Mr. Christopher D.
Heaman is a Portfolio Manager at R.N.
Croft Financial Group, Inc. He has been working in the financial Industry since 1993.
He works directly with advisors and clients using private pools that utilize options for income and risk management.
Mr. Heaman worked as a Portfolio Manager since 2003 after having 10 years of experience in the retail sales environment.
He worked with clients through a Fee Based approach with an IIROC firm and moved in 2012 to a firm offering discretionary portfolio management on their platform as well as option trading.
He had traded options personally since 2007 and had used strategies within client accounts and models since 2012.
Actieve functies van Christopher Daniel Heaman
| Bedrijven | Functie | Begin |
|---|---|---|
Quintessence Wealth
 Quintessence Wealth Investment ManagersFinance ETF Capital Management provides wealth management services. The company was founded by Larry Berman in 2006 and is headquartered in Toronto, Canada. | Portefeuillebeheerder-Aandelen | 01-07-2022 |
Eerdere bekende functies van Christopher Daniel Heaman
| Bedrijven | Functie | Einde |
|---|---|---|
R.N. Croft Financial Group, Inc.
 R.N. Croft Financial Group, Inc. Investment ManagersFinance R.N. Croft Financial Group, Inc. (CFG) is a Canadian investment manager headquartered in Toronto, Ontario. The firm was founded by Richard N. Croft in 1993. CFG provides discretionary portfolio management services to investors and investment professionals across the country. | Portefeuillebeheerder-Aandelen | 01-07-2022 |
Ervaring
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
R.N. Croft Financial Group, Inc.
R.N. Croft Financial Group, Inc. Investment ManagersFinance R.N. Croft Financial Group, Inc. (CFG) is a Canadian investment manager headquartered in Toronto, Ontario. The firm was founded by Richard N. Croft in 1993. CFG provides discretionary portfolio management services to investors and investment professionals across the country. | Finance |
Quintessence Wealth
Quintessence Wealth Investment ManagersFinance ETF Capital Management provides wealth management services. The company was founded by Larry Berman in 2006 and is headquartered in Toronto, Canada. | Finance |
