Mihaela Vulpe
FMA
Financial Planning Assistant
Mihaela Vulpe
Phone: 604.737.6715
Mihaela has 12 years of industry experience, and as a Financial Planning Assistant, she assists David in providing comprehensive financial planning to his clients. With a strong commitment to excellent service, she provides research and the formulation and processing of financial projections and asset allocation models. She also supervises the Support Team and assists clientele with all their service, trading and administrative inquiries.
Degrees and Designations
- FMA (Financial Management Advisor)
Other Education:
- CSC (Canadian Securities Course)
- CPH (Conduct and Practices Handbook)
- DFC (Derivatives Fundamentals Course)
- OLC (Options Licencing Course)
- PFPC (Professional Financial Planning Course)
Mihaela Vulpe
FMA
Financial Planning Assistant
Mihaela Vulpe
Phone: 604.737.6715
Mihaela has 12 years of industry experience, and as a Financial Planning Assistant, she assists David in providing comprehensive financial planning to his clients. With a strong commitment to excellent service, she provides research and the formulation and processing of financial projections and asset allocation models. She also supervises the Support Team and assists clientele with all their service, trading and administrative inquiries.
Degrees and Designations
- FMA (Financial Management Advisor)
Other Education:
- CSC (Canadian Securities Course)
- CPH (Conduct and Practices Handbook)
- DFC (Derivatives Fundamentals Course)
- OLC (Options Licencing Course)
- PFPC (Professional Financial Planning Course)