Fundraising Fox

Blake Bonham

Investor

VP, Sales Eastern at Purpose Investments

Ontario/Maritimes

About

Blake Bonham is VP, Sales Eastern at Purpose Investments, covering the Ontario/Maritimes region. He previously worked at TD Wealth and focuses on building new client relationships.

Experience

  1. Purpose InvestmentsVice President of Salescurrent2017 — presentOttawa, Ontario, Canada
  2. Manulife FinancialDistrict Vice President2014 — 2017Kingston, Ontario
  3. Manulife FinancialInternal Wholesaler2012 — 2014Toronto, Canada Area
  4. TDInvestment Advisor & Life Insurance Advisor2010 — 2012
  5. Merrill LynchManagement Intern2009Pittsford, New York
  6. Merrill LynchFinancial Advisor Intern2008Pittsford, New York

Education

  1. Hobart and William Smith CollegesBA, Economics
  2. Milton AcademyHigh School Diploma

Skills & more

Wealth Management19Investment Strategies15Mutual Funds25Bloomberg6Retirement Planning11Investments31Etfs
  • Chartered Investment Manager (CIM)
  • Advanced Investment Strategies (AIS)
  • External Wholesaler Development ProgramManulife Investments
  • Wealth Management Essentials Course (WME)
  • Investment Advisor's Training Program (IATP)
  • Life License Qualification Program (LLQP)
  • Hedge Fund Essentials (HFE)
  • Conduct & Practices Handbook Course (CPH)
  • Canadian Securities Course (CSC)

From Blake's professional profile.

Same school

Shared employers

Colleagues at Purpose Investments