![Josh Opheim](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Josh Opheim
Portfolio Manager-Aktien bei
RBC Dominion Securities, Inc. (Investment Management)
Profil
Mr. Joshua Opheim is an Senior Investment & Wealth Advisor at RBC Dominion Securities, Inc. He focuses on working with clients through a wealth management approach to create an appropriate plan for clients to achieve their financial goals.
Further to bringing in the appropriate professionals to help clients through various aspects of their financial lives, he is responsible for investment portfolio design, implementation, and continual monitoring of investment choices.
In 2016, took the role of Assistant Branch Manager.
Prior to beginning his own practice with RBC Dominion Securities, Mr. Opheim started, owned, operated, and eventually sold his position in his marketing firm Discovery Marketing.
He graduated from the University of Saskatchewan in 2006 with a B.Comm.
in finance.
Aktive Positionen von Josh Opheim
| Unternehmen | Position | Beginn |
|---|---|---|
RBC Dominion Securities, Inc. (Investment Management)
 RBC Dominion Securities, Inc. (Investment Management) Investment ManagersFinance RBC Dominion Securities-IM offers clients access to Canadian, US and international equities, Canadian fixed-income investments, various mutual funds from leading fund companies worldwide and commodity/financial futures. The firm’s equity research department covers companies in select sectors, including biotechnology and healthcare, communications and media, consumer and diversified products, energy, financial institutions, forest products, mining and resources, real estate, technology and utilities and infrastructure. | Portfolio Manager-Aktien | 01.01.2013 |
Ausbildung von Josh Opheim
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
54
Beziehungen ersten Grades
2
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
University of Saskatchewan
 University of Saskatchewan Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
RBC Dominion Securities, Inc. (Investment Management)
RBC Dominion Securities, Inc. (Investment Management) Investment ManagersFinance RBC Dominion Securities-IM offers clients access to Canadian, US and international equities, Canadian fixed-income investments, various mutual funds from leading fund companies worldwide and commodity/financial futures. The firm’s equity research department covers companies in select sectors, including biotechnology and healthcare, communications and media, consumer and diversified products, energy, financial institutions, forest products, mining and resources, real estate, technology and utilities and infrastructure. | Finance |
