planning for retirement Search Results
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Zamangwe Samukelisiwe Buthelezi
Accomplished Wealth Planner with expertise in networking, client relationship management, and financial analysis. Developed tailored investment strate... View More
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Certifications
- Forward learning Certificate
- Skills Growth
Patricia Gomez-Fleitas
Highly motivated professional dedicated to converting prospective leads into valuable long term clients. Fourteen years of expertise in Canada's Bank... View More
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Priyashri Jash
Experienced financial service professional with 4years of experience seeking full time position in Financial Advisor position in Scarborough region. ... View More
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Matthew Zayats
Motivated professional with expertise in eCommerce, digital marketing, and computer management. Proven ability to enhance online sales through effecti... View More
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GORDON GATT JNR
Dynamic Senior Wealth Manager at Sheppard Securities Limited with a proven track record in developing tailored financial plans and fostering strong cl... View More
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SaiSumanth Lalkota
Experienced financial services professional with a proven track record of effectively working with clients from diverse backgrounds. Known for friendl... View More
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Certifications
- NISM-Series -XV: Research Analyst Certification Examination.
- NISM-Series-I: Currency Derivatives Certification Examination.
- NISM-Series -VIII: Equity Derivatives Certification Examination.
Bruce Saddigh
Dynamic financial professional with a proven track record at Self Implode, specializing in developing financial plans and advising on investments. Exp... View More
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Courtenay Donella-Sheley
I am a seasoned professional with extensive experience in sales, business development, and financial services. I have a strong track record of driving... View More
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David Lynch
Financial advisor with a solid background in investment strategy, client engagement, business development, and sales. Known for driving growth through... View More
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Certifications
- Series 7 & Series 66 (FINRA, 2023)
- Life Insurance & Annuity (Florida, 2017)
- Real Estate License (Florida, 2015)
Harmanjot Kaur
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping ... View More
Top Skills
Certifications
- CAFA (Certificate in Advanced Financial Advice)
- CFSA (Certificate in financial Service Advice)
- IFIC (Investment funds in Canada)

