Saul Lopez Mba, Cim

Saul Lopez, MBA, CIM has a diverse and extensive work experience in the financial industry. Saul is currently an Investment Director at VectorGlobal WMG, where they utilize their expertise to provide personalized investment strategies for clients. Prior to this, Saul worked as an Investment Associate at Scotia Wealth Management, managing a $100M portfolio and identifying new business opportunities. Saul also served as a Branch Service and Supervision Manager at Scotia Wealth Management, overseeing a team and ensuring compliance with regulations. Before joining Scotia, Saul worked at Scotiabank as a Senior Compliance Officer, where they provided guidance on retail compliance matters and developed strategies to minimize resistance and maximize engagement. Saul began their career at RBC, holding various roles such as Specilized AML officer, Business and Commercial Account Agent, and Account Service Associate. Overall, Saul Lopez has a strong background in investment advisory, compliance, and client management, and is committed to helping individuals achieve their financial goals.

Saul Lopez, MBA, CIM has a diverse education history. In 1999, they began their studies at Universidad Panamericana, where they pursued a degree in International Business Administration, specializing in International Commerce. During their time there, they also completed a program in Business Administration at Santa Rosa Junior College in 2000 and 2001.

Continuing their academic journey, Saul enrolled at The University of Lethbridge in 2002 to study Finance, specifically focusing on Business Administration and Management. Upon completion of their studies, they received a degree in Finance.

Saul's pursuit of knowledge didn't end there. Saul went on to achieve an MBA from the prestigious Schulich School of Business - York University in 2011, specializing in Finance. As part of their MBA program, they completed a Masters Program in 2011, further enhancing their expertise in the field.

In addition to their formal education, Saul has obtained numerous certifications to expand their skills and knowledge in the financial sector. These certifications include:

- Chartered Investment Manager from the Canadian Securities Institute (CSI) in December 2014.

- Derivatives and Options Licensing from the Canadian Securities Institute (CSI) in December 2014.

- Chief Compliance Officer from the Canadian Securities Institute (CSI) in July 2013.

- Branch Manager Course from the Canadian Securities Institute (CSI) in June 2013.

- Canadian Practices Handbook from the Canadian Securities Institute (CSI) in March 2013.

- Portfolio Management Techniques from the Canadian Securities Institute (CSI) in October 2012.

- Certificate in Advanced Investment Advice from the Canadian Securities Institute (CSI) in August 2012.

- Advanced Investment Strategies from the Canadian Securities Institute (CSI) in July 2012.

- Wealth Management Essentials from the Canadian Securities Institute (CSI) in March 2012.

- Entrepreneurship in Emerging Economies from Harvard University in September 2017.

- Investment Management Techniques (IMT) from the Canadian Securities Institute (CSI) in March 2017.

Saul's commitment to continuous learning and professional development is evident in their extensive educational background and certifications.