Michael Williams, CFA, is a senior investment and wealth management executive with over a decade of experience in leading teams and scaling businesses within Canada’s top financial institutions. Currently serving as the Head of Investments & Advice at RBC InvestEase, they oversee portfolio management and strategy, successfully growing assets under management fivefold in four years. Previously, Michael held various roles at organizations such as BMO Nesbitt Burns and TD, providing expertise in investment strategies and client services. As a CFA Charterholder, they are dedicated to elevating digital investing standards in Canada and mentoring aspiring finance professionals.
Location
Toronto, Canada
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