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Housing Market Highs and Lows.
Manage episode 405551278 series 2344032
Wolfgang and Jack are joined by:
Drew Donaldson, Founder of Donaldson Capital, has over 15 years of lending and financing experience; both within the residential and construction sectors. Having been named top 15 Mortgage Brokers in Canada in 2020, he continues to serve his clients through a customized approach to each situation. Having helped finance over $5 Billion dollars thus far, he is an expert in securing the best rate and total package for his clients. Donaldson Capital was born out of his desire to address a market need for a full-service firm to assist clients from start to finish.
Martin Roberge, MSc, CFA. - Martin has served as Managing Director and North American Portfolio Strategist at Canaccord Genuity since 2011. With over 25 years of experience in the securities industry, Martin and his team are responsible for providing tactical asset mix and sector rotation research and recommendations to the firm's investment advisors and institutional clients. He is regularly ranked among Top Gun analysts in portfolio strategy according to the Brendan Wood International survey. Martin is also a board member of ANEB, a non-profit organization which brings support to people suffering from eating disorders across Quebec. He holds a Bachelor of Business Administration in finance from Bishop's University and a Master of Science in finance from Sherbrooke University. Martin is a CFA charter holder and a member of the Montreal Society of Financial Analysts.
387 에피소드
Manage episode 405551278 series 2344032
Wolfgang and Jack are joined by:
Drew Donaldson, Founder of Donaldson Capital, has over 15 years of lending and financing experience; both within the residential and construction sectors. Having been named top 15 Mortgage Brokers in Canada in 2020, he continues to serve his clients through a customized approach to each situation. Having helped finance over $5 Billion dollars thus far, he is an expert in securing the best rate and total package for his clients. Donaldson Capital was born out of his desire to address a market need for a full-service firm to assist clients from start to finish.
Martin Roberge, MSc, CFA. - Martin has served as Managing Director and North American Portfolio Strategist at Canaccord Genuity since 2011. With over 25 years of experience in the securities industry, Martin and his team are responsible for providing tactical asset mix and sector rotation research and recommendations to the firm's investment advisors and institutional clients. He is regularly ranked among Top Gun analysts in portfolio strategy according to the Brendan Wood International survey. Martin is also a board member of ANEB, a non-profit organization which brings support to people suffering from eating disorders across Quebec. He holds a Bachelor of Business Administration in finance from Bishop's University and a Master of Science in finance from Sherbrooke University. Martin is a CFA charter holder and a member of the Montreal Society of Financial Analysts.
387 에피소드
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