Eric Patos has extensive experience in the financial services industry, with roles ranging from Administrative Assistant to Operations Lead. Eric has worked for companies such as CMI Canadian Mortgages Inc, HollisWealth, Manulife Securities, Ten Star Financial Services, TD Insurance, RBC Dominion Securities, CI Financial, and AGF Investments Inc.Eric's expertise includes investment sales, financial planning, client services, and administration in various departments such as Segregated Funds, RRSP, and Mutual Funds.
September, 2022 - present
January, 2022
July, 2021