Phoirs Sam
Compliance Manager at De Thomas Wealth Management | Toronto, Ontario, Canada
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Compliance Manager at De Thomas Wealth Management in January 2024 to Present
Compliance Analyst at Global Maxfin Investments Inc in January 2022 to January 2024
Client Solutions Operations at Mackenzie Investments in January 2019 to September 2019
Practice Manager at IG Wealth Management in April 2018 to January 2019
Division Business Development Coordinator at IG Wealth Management in July 2014 to April 2018
Consultant at Investors Group Financial Services Inc. in October 2010 to May 2014
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CSI Global Education Inc.
Advocis
Canadian Securities Institute
Canadian Securities Institute
University of Manitoba, Bachelor of Commerce - BCom
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Client Services
Supervisory Skills
Compliance Management
Compliance Regulations
Policies & Procedures
Canadian securities course
Documentation
Anti-Money Laundering
Retirement Planning
Mutual Funds
Retirement
Strategic Financial Planning
Estate Planning
Insurance Planning
Financial Planning
Wealth Management
Critical Illness
Disability Insurance
Mortgage
Personal Tax Planning
Portfolio Management
Mortgage Lending
Financial Planners
Wealth
Financial Advisory
Finance
Customer Service
Sales
Management
Tax
Business
Loans
Administration
Certified Financial Planner
Whole Life Insurance
Consulting
Stocks
Fixed Income
Equities
Stock Market
Trading
Investment Compliance
Crypto
Business-to-Business (B2B)
E-commerce
Social Media
Real Estate
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Discover more about De Thomas Wealth ManagementWhat is Phoirs Sam email address?
Email Phoirs Sam at [email protected], [email protected] and [email protected]. This email is the most updated Phoirs Sam's email found in 2026.
What is Phoirs Sam phone number?
Phoirs Sam phone number is 647-688-7267.
How to contact Phoirs Sam?
To contact Phoirs Sam send an email to [email protected], [email protected] or [email protected]. If you want to call Phoirs Sam try calling on 647-688-7267. (updated on September 30, 2024)
What company does Phoirs Sam work for?
Phoirs Sam works for De Thomas Wealth Management
What is Phoirs Sam's role at De Thomas Wealth Management?
Phoirs Sam is Compliance Manager
What industry does Phoirs Sam work in?
Phoirs Sam works in the Financial Services industry.
Phoirs Sam Email Addresses
Phoirs Sam Phone Numbers
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