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Profiel
Donald Farley holds a Bachelor of Science degree from the University of Waterloo (2000).
He successfully completed the Canadian Securities Course in 2007 and the Wealth Management Course in 2010, both at the CSI.
Mr. Farley acquired his finance experience with RBC Dominion Securities, where he worked as an investment advisor from 2008 to 2011.
At Professional’s Financial, he now uses his perseverance and skills to help his clients achieve their financial goals.
Eerdere bekende functies van Donald Farley
| Bedrijven | Functie | Einde |
|---|---|---|
RBC Dominion Securities, Inc.
 RBC Dominion Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31-12-2010 |
Professionals’ Financial – Mutual Funds Inc.
 Professionals’ Financial – Mutual Funds Inc. Investment ManagersFinance FDP adopts a global management philosophy with a focus on global diversification. With this philosophy, stock selection is done by sector and by industry, on a global basis, rather than by region or by country. Geographic allocation depends on the choice of stocks, regardless of the region. A company’s source of income is now more important than its location. To support the firm’s internal management team, they use a network of external managers, namely for foreign investments. From globally recognized firms, these managers bring complementary expertise in certain specialized sectors and markets to optimize the potential of client’s investments. | Corporate Officer/Principal | - |
Opleiding van Donald Farley
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| Bedrijven in privébezit | 3 |
|---|---|
Professionals’ Financial – Mutual Funds Inc.
Professionals’ Financial – Mutual Funds Inc. Investment ManagersFinance FDP adopts a global management philosophy with a focus on global diversification. With this philosophy, stock selection is done by sector and by industry, on a global basis, rather than by region or by country. Geographic allocation depends on the choice of stocks, regardless of the region. A company’s source of income is now more important than its location. To support the firm’s internal management team, they use a network of external managers, namely for foreign investments. From globally recognized firms, these managers bring complementary expertise in certain specialized sectors and markets to optimize the potential of client’s investments. | Finance |
RBC Dominion Securities, Inc.
RBC Dominion Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
The University of Waterloo
 The University of Waterloo Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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