Cale Dunham

Financial Planner at Canaccord Genuity

Cale Dunham has a diverse work experience spanning several roles and companies. Cale began their career at Eldorado Resort in 2015, where they worked as a Guest Services representative until 2019. In 2019, they joined ScotiaMcLeod as a Customer Service Representative and later transitioned to the role of Universal Banker. In 2021, they became an Administrative Associate at ScotiaMcLeod before moving to Wellington-Altus, where they worked as an Investment Associate and later as an Associate Investment Advisor. Currently, Cale Dunham is employed at Canaccord Genuity Group Inc. as an Investment Associate.

Cale Dunham holds a Bachelor of Business Administration (BBA) degree with a specialization in Finance from Okanagan College. In addition to their degree, they have obtained several certifications from the Canadian Securities Institute. These certifications include the Wealth Management Essentials, obtained in September 2022, the Conduct and Practices Handbook, obtained in April 2021, and the Canadian Securities Course, obtained in March 2021.

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Timeline

  • Financial Planner

    May 1, 2024 - present

  • Investment Associate

    February, 2023