Fin.Pl Marco Toia
About Fin.Pl Marco Toia
Marco Toia is the Vice President and Investment Counsellor at CIBC in Montréal, Quebec, Canada.
Title and Role at CIBC
Marco Toia is currently the Vice President and Investment Counsellor at CIBC. He has been with the company in this role since 2018. His responsibilities likely include overseeing investment strategies, managing client portfolios, and providing financial advisory services to clients in Montréal, Quebec, Canada.
Previous Experience at CIBC Investor Services
Before his current role, Marco Toia served as an Investment Representative at CIBC Investor Services from 2000 to 2004. During his tenure of four years, he was likely involved in managing client accounts, offering investment advice, and executing trades on behalf of clients.
Education and Professional Qualifications
Marco Toia has an extensive educational background in finance and investment. He studied at the Canadian Securities Institute in 2009 and the Institut Québécois de Planification Financière in 2006. Additionally, he completed a three-year program at the CFA Institute from 2001 to 2004, earning credentials that are highly regarded in the investment industry. Furthermore, he achieved a Bachelor of Commerce degree from Concordia University, where he studied from 1996 to 1999.