Ideas And Stuff Calgary
100: Jeremy Clark | CH Financial
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:34:57
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Sinopsis
Jeremy Clark is now in his 20th year in the financial advisory business. He was born in Sarnia, Ontario and spent his childhood in Sarnia and Midland, Michigan (hence his slight midwestern twang). Jeremy obtained his B.Sc. (Neuroscience) from McGill University in Montreal in 1998 and spent the remainder of 1998 and 1999 taking courses at the Canadian Securities Institute in Calgary. In late 1999, he joined the Calgary financial planning firm Waddell & Associates as an intern. Over the next several years, Jeremy worked in all areas of the Waddell enterprise, including personal and corporate tax, financial planning, estate planning, investment management, and the creation and marketing of private placement investment syndicates. In 2006, he became a Fellow of the Canadian Securities Institute. In 2007, Jeremy and his former partner purchased Waddell & Associates from the previous owner and renamed it Clark Hetherington Financial Ltd. Since then, the firm has grown to the point where it manages over