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Investment Advisor Consultant
Investment Advisor Consultant
New mentor!
Member since 2025
  • Vancouver
About the mentor

I'm a Financial Planner at Pinkowski Wealth Management with designations including CIWM, CIM, and PFP, and I’ve passed CFA Level 2. Since 2015, I’ve worked across banking, investment advisory, and wealth planning, helping clients navigate everything from retirement strategy to estate and tax planning.

Whether you're starting out in finance, looking to move into wealth management, or seeking help preparing for CFA exams or wealth management interviews, I’m here to offer practical guidance. I’m also fluent in Mandarin and understand the challenges faced by international professionals breaking into the Canadian finance industry.

Expertise
  • Sales and Trading
  • Investment Advisor
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Some of our mentors are forced to be anonymous due to firm policies or personal preference. Anonymity allows us to i) source the best mentors from the top companies in the world ii) allows them to be honest and give you amazing insight into the industry and firms.

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