Ward Fitzpatrick
Experienced Financial Planning leader with a demonstrated history of success working in the Finance industry. Skilled in ... | Scotiabank, 44 King St W Scotia Plaza, Canada
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Ward Fitzpatrick’s Emails wa****@sc****.com
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Ward Fitzpatrick’s Location Scotiabank, 44 King St W Scotia Plaza, Canada
Ward Fitzpatrick’s Expertise Experienced Financial Planning leader with a demonstrated history of success working in the Finance industry. Skilled in Retirement and Estate Planning, Wealth Creation Strategies & Tax minimization strategies for Banking including Portfolio Management, Retirement income & Wealth Management. Strong leadership professional. Holds the Fellow of the Canadian Securities Institute (FCSI) , Personal Financial Planner (PFP), Registered Financial& Retirement Advisor Program (RFRA), Specialist of the Trust Institute (STI), and Branch Compliance Officer (BCO) designations.
Ward Fitzpatrick’s Current Industry Bmo
Ward
Fitzpatrick’s Prior Industry
Scotiabank
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Bmo
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Work Experience
Bmo
Investment Specialist
Tue Nov 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Scotiabank
Retail Branch Manager
Mon Sep 01 1980 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun May 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Ward Fitzpatrick Email Addresses
FAQ About Ward Fitzpatrick
-
Ward Fitzpatrick is located at
Scotiabank, 44 King St W Scotia Plaza, Canada -
Ward Fitzpatrick is a
Experienced Financial Planning leader with a demonstrated history of success working in the Finance industry. Skilled in Retirement and Estate Planning, Wealth Creation Strategies & Tax minimization strategies for Banking including Portfolio Management, Retirement income & Wealth Management. Strong leadership professional. Holds the Fellow of the Canadian Securities Institute (FCSI) , Personal Financial Planner (PFP), Registered Financial& Retirement Advisor Program (RFRA), Specialist of the Trust Institute (STI), and Branch Compliance Officer (BCO) designations. Bmo -
Ward Fitzpatrick currently works in the
Bmo -
Ward Fitzpatrick specializes in
Experienced Financial Planning leader with a demonstrated history of success working in the Finance industry. Skilled in Retirement and Estate Planning, Wealth Creation Strategies & Tax minimization strategies for Banking including Portfolio Management, Retirement income & Wealth Management. Strong leadership professional. Holds the Fellow of the Canadian Securities Institute (FCSI) , Personal Financial Planner (PFP), Registered Financial& Retirement Advisor Program (RFRA), Specialist of the Trust Institute (STI), and Branch Compliance Officer (BCO) designations. -
Ward Fitzpatrick speaks the following languages:
No languages available. -
Ward Fitzpatrick has prior experience in the following industries:
Scotiabank -
Ward Fitzpatrick has the following professional experience:
Bmo , Scotiabank . -
You can view Ward Fitzpatrick’s
LinkedIn profile at LinkedIn URL. -
Ward Fitzpatrick’s work email addresses are
[email protected] . -
Ward Fitzpatrick works at
Bmo
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