planning for retirement Search Results
Filters
Jason Doherty
Experienced financial planner with a strong background in developing comprehensive financial plans and wealth management strategies. Adept at planning... View More
Top Skills
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
Top Skills
Priyashri Jash
Experienced financial service professional with 4years of experience seeking full time position in Financial Advisor position in Scarborough region. ... View More
Top Skills
Matthew Zayats
Motivated professional with expertise in eCommerce, digital marketing, and computer management. Proven ability to enhance online sales through effecti... View More
Top Skills
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
Top Skills
SaiSumanth Lalkota
Experienced financial services professional with a proven track record of effectively working with clients from diverse backgrounds. Known for friendl... View More
Top Skills
Certifications
- NISM-Series -XV: Research Analyst Certification Examination.
- NISM-Series-I: Currency Derivatives Certification Examination.
- NISM-Series -VIII: Equity Derivatives Certification Examination.
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
Top Skills
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
Top Skills
Terri Jackson
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and op... View More
Top Skills
Anthony Hayes
Hard working and personable Financial Advisor and Business Owner/Operator with a proven track record helping clients, adept in relationship building a... View More
Top Skills
Certifications
- Series 65 Uniform Investment Advisor - December 2023
- FL 2-15 Health, Life, and Variable Annuity - W861715
- AHIP Medicare Certification- 2024


