Casey Cleland
Location: Vancouver, Canada Position: Director
Casey serves as the Senior Business Development Manager for Canaccord Capitals Wealth Management Services. As an Accredited Investment Fiduciary® and Investment Specialist, he works with Investment Advisors to coach and develop their skills in catering services to Investors. In his role he also specializes with high net worth, ultra high net worth and institutional accounts that require a deep and holistic approach to their needs.
In addition to his specialization, Casey has experience owning and operating a software development company for 9 years as well as being a financial advisor for 13 years. He is a member of the Investment Management Consultants Association (IMCA), Chairman of the Board of the CNBA Foundation, board member of Westcoast Baptist Association, past Vice President of Executive Board of the North Vancouver Conservative Association and founding member of Essence of Coaching Leadership.
Casey is an active supporter of ODD Squad Community Volunteer with the Vancouver Police Department and was a volunteer with the Harvest Project in North Vancouver, British Columbia.
Contact: callwarrior@shaw.ca