Drew Oliver, currently working at Newport Private Wealth as an Associate Portfolio Manager, previously worked at BMO Nesbitt Burns as an Associate Investment Advisor. Drew graduated from the Telfer School of Management at the University of Ottawa with a Bachelor's Degree in Business/Commerce. Drew has also passed Level 1 of the CFA Program and has completed courses with the Canadian Securities Institute. At both companies, Drew has been involved in providing comprehensive wealth planning, discretionary investment management, behavioral coaching, estate and insurance advisory, banking and borrowing services, tax efficiency, business advisory and succession planning, and philanthropy.
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