Glen A. Mead, CIMA, CIM, FCSI, FMA
Investment Advisor, Portfolio Manager
EDUCATION
University of Pennsylvania- The Wharton School
Certified Investment Management Analyst
The CIMA certification identifies individuals who have met extensive experience and ethical requirements and successfully completed advanced investment management consulting coursework provided through one of three top-20 business schools in the United States. Those who earn the certification must agree to meet ongoing continuing education requirements, and adhere to IMCA's Code of Professional Responsibility. Fewer than 2% of financial services professionals hold CIMA certification, which is delivered by Investment Management Consultants Association (IMCA) and is the only credential designed specifically for investment advisors and consultants.
CERTIFICATIONS & DESIGNATIONS
Portfolio Management – IIROC (Investment Industry Regulatory Organization of Canada)
Investment Advisor – IIROC (Investment Industry Regulatory Organization of Canada)
Registered Securities & Option Trader – Alberta Securities Commission
Registered Securities & Option Trader – British Columbia Securities Commission
Registered Securities & Option Trader- Financial and Consumer Affairs Authority of Saskatchewan
Registered Securities & Option Trader – Ontario Securities Commission
Registered Securities & Option Trader - Quebec, Autorite des marches financiers
Certified Financial Planner - Financial Planning Standards Council
Life Insurance Agent - Alberta Insurance Council
Chartered Investment Manager - Canadian Securities Institute
Fellow of CSI – Canadian Securities Institute