Nicholas Bockstael
Ottawa,ON
Summary
Portfolio Manager with a proven track record at Quintessence Wealth, adept at equity valuation and client relationship management. Successfully aligned investment strategies with client goals, enhancing portfolio performance and fostering strong client engagement. Recognized for delivering tailored financial plans that drive long-term success and mitigate risks effectively.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Portfolio Manager
Quintessence Wealth
Ottawa, ON
11.2020 - Current
- Managed diversified investment portfolios, aligning strategies with client risk profiles and financial goals.
- Conducted thorough market analysis to identify investment opportunities and optimize asset allocations.
- Collaborated with clients to develop comprehensive financial plans that address long-term objectives.
- Monitored portfolio performance, making data-driven adjustments to enhance returns and mitigate risks.
Wealth Advisor
OneLife Wealth Management
Ottawa, ON
02.2018 - 11.2020
- Developed personalized financial strategies aligning with client goals and risk tolerance.
- Analyzed investment portfolios to optimize performance and achieve desired outcomes.
- Provided comprehensive market research to inform clients on investment opportunities.
- Cultivated strong relationships with clients through regular communication and proactive engagement.
Account Administrative Representative
Coughlin and Associates
Ottawa, ON
04.2016 - 02.2018
- Managed account inquiries and resolved customer issues efficiently.
- Coordinated communication between departments to streamline account processing.
- Oversaw daily operations of account administration, ensuring compliance with policies.
Education
Diploma - Business Administration
Algonquin College
04-2016
Certification
- CFA - Chartered Financial Analyst
- CIM - Chartered Investment Manager
Timeline
Portfolio Manager
Quintessence Wealth
11.2020 - Current
Wealth Advisor
OneLife Wealth Management
02.2018 - 11.2020
Account Administrative Representative
Coughlin and Associates
04.2016 - 02.2018
Diploma - Business Administration
Algonquin College