Koel Brian Loyer

Fondateur chez CI Private Counsel LP

Profil

Mr. Koel B. Loyer is a Senior Principal at CI Private Counsel LP.
He also serves as a Principal & Wealth Advisor at CI Private Wealth, he brings extensive experience in managing the financial affairs of high net worth business owners, professionals and other successful Canadian families.
He has expertise in helping his clients optimize the use of their holding companies from a tax and investment perspective.
Prior to joining CI Private Wealth as a founding member in 2006, he was an advisor with a large North American wealth management company for several years.
He is an MBA graduate from the Michael G.
Degroote School of Business at McMaster University, he also holds an Honours degree in Commerce from Queen’s University.
He is a member of the Financial Planners Standards Council and holds several professional accreditations including the Certified Financial Planner (CFP) and Canadian Investment Manager (CIM) designations.
Most recently, he has been awarded the coveted Fellow of the Canadian Securities Institute (FCSI) designation.

Postes actifs de Koel Brian Loyer

Sociétés	Poste	Début
CI Private Counsel LP	Fondateur	-