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Thomas Caulfield
District Vice President at Fidelity Canada
Thomas Caulfield partners with Wealth Advisors in Alberta and British Columbia, providing support on asset growth, digital marketing strategies, tax-efficient solutions, portfolio construction, and legacy planning. With a background in various roles at Fidelity Canada, including District Vice President, Inside Wholesaler, Registered Representative for Group Pensions, Client Service Representative, and Document Management Representative. Thomas holds an Executive certificate in Leadership and Success from Columbia Business School and a Bachelor of Arts from Carleton University.
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Location
Calgary, Alberta, Canada
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