Christopher Daniel Heaman

Portfolio Manager-Equities at Quintessence Wealth

Finance

Profile

Mr. Christopher D.
Heaman is a Portfolio Manager at R.N.
Croft Financial Group, Inc. He has been working in the financial Industry since 1993.
He works directly with advisors and clients using private pools that utilize options for income and risk management.
Mr. Heaman worked as a Portfolio Manager since 2003 after having 10 years of experience in the retail sales environment.
He worked with clients through a Fee Based approach with an IIROC firm and moved in 2012 to a firm offering discretionary portfolio management on their platform as well as option trading.
He had traded options personally since 2007 and had used strategies within client accounts and models since 2012.

Christopher Daniel Heaman active positions

Companies	Position	Start
Quintessence Wealth Quintessence Wealth Investment ManagersFinance ETF Capital Management provides wealth management services. The company was founded by Larry Berman in 2006 and is headquartered in Toronto, Canada.	Portfolio Manager-Equities	2022-06-30

All active positions of Christopher Daniel Heaman

Former positions of Christopher Daniel Heaman

Companies	Position	End
R.N. Croft Financial Group, Inc. R.N. Croft Financial Group, Inc. Investment ManagersFinance R.N. Croft Financial Group, Inc. (CFG) is a Canadian investment manager headquartered in Toronto, Ontario. The firm was founded by Richard N. Croft in 1993. CFG provides discretionary portfolio management services to investors and investment professionals across the country.	Portfolio Manager-Equities	2022-06-30

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Linked companies

Private companies	2
R.N. Croft Financial Group, Inc. R.N. Croft Financial Group, Inc. Investment ManagersFinance R.N. Croft Financial Group, Inc. (CFG) is a Canadian investment manager headquartered in Toronto, Ontario. The firm was founded by Richard N. Croft in 1993. CFG provides discretionary portfolio management services to investors and investment professionals across the country.	Finance
Quintessence Wealth Quintessence Wealth Investment ManagersFinance ETF Capital Management provides wealth management services. The company was founded by Larry Berman in 2006 and is headquartered in Toronto, Canada.	Finance

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