Cim® Dimitra Mihalochristas

Dimitra Mihalochristas, CIM®, has a strong background in the financial services industry. Dimitra began their career at RBC as a Client Advisor, where they prioritized client needs and offered financial solutions to enhance their wealth. Dimitra consistently met monthly targets and goals by providing referrals and cross-selling products. Dimitra also maintained compliance with risk management procedures.

After their time at RBC, Dimitra joined Sun Life Global Investments as a Wealth Sales Associate. In this role, they focused on building and maintaining relationships with advisors, providing Morningstar comparisons, and supporting their designated territory with client follow-ups. Dimitra regularly communicated with clients regarding their top holdings on a weekly, monthly, and quarterly basis.

Currently, Dimitra is working at Manulife Investment Management as a Business Development Manager. Dimitra is responsible for driving business growth by developing and implementing strategies to attract and retain clients.

In 2022, Dimitra will be joining Dynamic Funds as an Internal Sales representative.

Dimitra Mihalochristas, CIM®, has a strong educational background in business and finance. From 2016 to 2019, they attended the John Molson School of Business and pursued a Bachelor of Commerce degree with a major in Finance and a minor in Marketing. In 2015 to 2016, they also studied Economics at Concordia University. Prior to that, their education history is unknown as the start and end years, school name, degree name, and field of study are not provided for that period. However, it is mentioned that they attended Dawson College, although the details are missing.

Additionally, Dimitra Mihalochristas has obtained several certifications to enhance their professional qualifications. In December 2020, they earned the Chartered Investment Manager (CIM®) designation from the Canadian Securities Institute. Dimitra also completed other certifications, including Portfolio Management Techniques and Investment Management Techniques from the Canadian Securities Institute in November and October 2020, respectively. In March 2018, they completed the Bloomberg Market Concepts certification from Bloomberg LP. Although no specific month or year is mentioned, it is also indicated that they have completed the Canadian Securities Course from the Canadian Securities Institute.