![Chuck Agro](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Chuck Agro
No open positions remaining
Finance
Consumer Services
Profile
Mr. Agro joined Burgeonvest in 2000 after several years of retail investment experience.
He also holds an Options License, Branch Manager Certification and a PDO (Partners Directors and Officers).
Mr. Agro is a Certified Financial Advisor.
He has worked at two of the bank owned firms and embraced the opportunity to step into an independent firm.
Mr. Agro is a graduate of the University of Toronto.
Mr. Agro is a past member of the Burlington Youth Soccer Club executive and manager of teams in Oakville and London.
He has two National Championships to his credit.
Former positions of Chuck Agro
| Companies | Position | End |
|---|---|---|
Burgeonvest Securities Ltd.
 Burgeonvest Securities Ltd. Investment ManagersFinance Burgeonvest Securities Ltd. (BSL) aims to achieve superior capital appreciation over both short- and long-term horizons primarily by investing in Canadian equity securities. They seek to achieve their objective primarily by investing in equity securities over a narrow range of industry sectors. Emphasis is placed on companies that may exhibit some form of demographic advantage. BSL will buy and expects to hold portfolio securities for periods of 3 to 5 years unless market, economic, demographic or company specific events cause them to sell earlier or hold securities for longer than the expected periods. In addition and sporadically, purchases of new issues that may not have demographic characteristics per se but have similar characteristics that provide similar return potential may be made. When such investments are made, they will be short term in expectation and may have a high portfolio turnover rate. | Portfolio Manager-Equities | 2010-11-22 |
Training of Chuck Agro
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
Burgeonvest Securities Ltd.
Burgeonvest Securities Ltd. Investment ManagersFinance Burgeonvest Securities Ltd. (BSL) aims to achieve superior capital appreciation over both short- and long-term horizons primarily by investing in Canadian equity securities. They seek to achieve their objective primarily by investing in equity securities over a narrow range of industry sectors. Emphasis is placed on companies that may exhibit some form of demographic advantage. BSL will buy and expects to hold portfolio securities for periods of 3 to 5 years unless market, economic, demographic or company specific events cause them to sell earlier or hold securities for longer than the expected periods. In addition and sporadically, purchases of new issues that may not have demographic characteristics per se but have similar characteristics that provide similar return potential may be made. When such investments are made, they will be short term in expectation and may have a high portfolio turnover rate. | Finance |
University of Toronto
 University of Toronto Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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