Analyst, Client Wealth Management
As an Analyst on the Client Wealth Management team, Douglas provides research and analytical support to the portfolio managers on asset mix structuring and ensuring client investment portfolios are aligned with client objectives. He also focuses on client relationship management, portfolio & risk management, and business development for private and institutional clients.
Prior to joining Gluskin Sheff in 2019, Douglas was a summer intern at Scotiabank’s Atlantic Regional Office.
EDUCATION & DESIGNATIONS
- Chartered Investment Manager (CIM®)
- Bachelor of Management, Dalhousie University
Learn more about expanding your wealth today.Get In Touch