Alex Rowney, CFA, CIM®, PFP®

Alex Rowney, CFA, CIM®, PFP® has a diverse work experience spanning various roles and industries. Currently, they serve as the Director of Operations at goPeer since August 2022. Prior to this, they held the position of Operations Manager at goPeer from March 2021 to August 2022.

Before joining goPeer, Alex worked as an Equity Trader from January 2019 to March 2021, where they gained expertise in trading. Alex also worked as a Financial Planner at RBC from January 2019 to September 2019.

Earlier in their career, Alex served as a Senior Financial Advisor at CIBC from March 2016 to December 2018, where they provided financial advice and guidance to clients. Prior to that, they worked as a Financial Services Manager at BMO Financial Group from May 2013 to November 2015.

Alex's career started at PRISMRESOURCES, where they held two roles. Alex worked as a Bloomberg Operations Manager from January 2013 to April 2013 and as a Bloomberg Instructor from September 2012 to December 2012.

Overall, Alex's work experience demonstrates their expertise in operations, finance, planning, and advisory roles.

Alex Rowney, CFA, CIM®, PFP®, obtained a Bachelor's Degree in Business Administration (BBA) from Wilfrid Laurier University in the period from 2009 to 2013. Additionally, Alex has pursued several additional certifications, including the Chartered Financial Analyst (CFA) designation from the CFA Institute in 2021. Other certifications include Advanced Investment Strategies, Canadian Securities Course (CSC), Chartered Investment Manager (CIM), Investment Funds in Canada, Personal Financial Planner (PFP), and Trader Training Course, all obtained from the Canadian Securities Institute (CSI). The specific months of obtaining these certifications were not mentioned in the provided information.