CFP®
Conseiller en placement principal et gestionnaire de portefeuille
Tyler Cockbain is a Senior Investment Advisor and Portfolio Manager with Wellington-Altus Private Wealth.
Since 2002 Tyler has focused his wealth advisory practice on areas of finance that provide unique challenges, including investment planning, corporate and personal insurance planning, as well as business-owner succession, and investment planning. Tyler achieved the Certified Financial Planner (CFP) designation in 2008, and became a licensed Portfolio Manager in 2015.
Wellington-Altus Gestion Privée est membre du Fonds canadien de protection des épargnants et de l’Organisme canadien de réglementation des investissements.