larry hazel

director, private client

About

Fostering client relationships by leveraging investment knowledge and experience with a focus on client service. Specializing in the creation of asset allocation recommendations specific to an individual’s risk tolerance and investment objective. Prior to joining Highstreet, 10 years experience in Nova Scotia with two national securities dealers; managing HNW clients, and more recently managing over 70 financial advisers.

Country

canada

City

london

Industry

investment management

Skill

wealth management, investments, portfolio management, investment advisory, investment strategies, asset allocation, mutual funds, securities, equities, investment management, asset management, alternative investments, bloomberg, financial modeling, fixed income, capital markets, bonds, etfs, equity research

Experience

senior associate to director, wealth management, senior wealth advisor

scotiabank

2007-4 - 2014-3 · 7 yrs

Servicing discretionary and non-discretionary accounts

securities planning specialist

investors group

2014-3 - 2015-12 · 1 yr 10 mos

* Investment advisory support service to allow consultants to expand their client relationships. * Serve as a resource to consult with clients who seek advice regarding their portfolios * Ensure investments are compatible with investment objectives * Provide training and one-on-one coaching for consultants * Assist with asset allocations and investment strategies * Regular use of Bloomberg terminal and Paltrak for analysis of stocks, bonds and mutual funds

director, private client

highstreet asset management

2016-1 - Present · 10 yrs 9 mos

Private investment management offers an exceptional level of service for individuals with portfolio needs that have outgrown conventional mutual fund and brokerage institutions. (highstreet.ca)

Education

institute of technology, ns

management

nscc institute for technology

management

2005-1 - 2007-1 · 2 yrs 1 mo

cfa institute

ns institute of technology

management

2007-1 - Present · 19 yrs 9 mos

cfa institute

2015-1 - Present · 11 yrs 9 mos

Activities and Societies: CFA level 3 completed 2015

canadian securities institute

management

2005-1 - 2013-1 · 8 yrs 1 mo

gt;KYP - Know Your Product >Investment Advisor Training Program >Income Trusts >WME - Wealth Management Essentials >CSC - Canadian Securities Course -PFPc - Professional Financial Planning Course >Investment Representative Training >CPH - Conduct and Practices Handbook >PFP - Professional Financial Planning Course