Manuel Agudelo, Cim®, F CSI®, Cams
About Manuel Agudelo, Cim®, F CSI®, Cams
Manuel Agudelo is a Compliance Manager at Wealthsimple in Toronto, Ontario, Canada, with extensive experience in the financial services industry and multiple professional designations.
Title
Manuel Agudelo serves as a Compliance Manager at Wealthsimple, a position he has held since 2020. Based in Toronto, Ontario, Canada, Agudelo brings extensive experience in compliance and regulatory practices to his role.
Professional Experience
Before joining Wealthsimple, Manuel Agudelo accumulated a wealth of experience in the financial services industry. He was a Corporate Branch Manager at Investment Planning Counsel from 2018 to 2020. Prior to that, he worked as a Corporate Branch Manager at Equity Associates Inc. for 9 months in 2017-2018. Agudelo also served as a Registrations Administrator at World Financial Group (WFG) from 2016 to 2017 and as a Client Administration Associate at Dynamic Funds from 2014 to 2015. Earlier in his career, he amassed three years of experience as an Account Administrator at Credit Canada Debt Solutions, from 2011 to 2014.
Education and Expertise
Manuel Agudelo holds a Bachelor of Commerce (B.Com.) degree in Finance from Ryerson University, where he studied from 2007 to 2011. His academic background has provided him with a solid foundation in financial principles and practices. In addition, Agudelo has earned several professional designations that underscore his expertise. These include the Chartered Investment Manager (CIM®) and the Fellow of the Canadian Securities Institute (FCSI®) designations, as well as certification as an Anti-Money Laundering Specialist (CAMS).
Certifications and Designations
Throughout his career, Manuel Agudelo has demonstrated a commitment to professional growth and industry excellence. He holds the Chartered Investment Manager (CIM®) designation, which signifies his expertise in investment management. Additionally, he is recognized as a Fellow of the Canadian Securities Institute (FCSI®), indicating his high level of professionalism and expertise in the financial services industry. His Certified Anti-Money Laundering Specialist (CAMS) certification highlights his specialized knowledge in anti-money laundering practices.
Continuous Education
Manuel Agudelo maintains a strong focus on continuous education and staying updated with new financial products, rules, regulations, and industry trends. His dedication to ongoing learning ensures that he remains well-informed about the latest developments in the financial sector, enhancing his effectiveness as a Compliance Manager.