Assante Financial Management Ltd.
Assante Financial Management Ltd. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Assante Financial Management Ltd.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Assante Financial Management Ltd. Salaries. You can even request information on how much does Assante Financial Management Ltd. pay if you want to. Learn about salaries, pros and cons of working for Assante Financial Management Ltd. directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
16 Assante Financial Management Ltd. employees in database. Find out everything there's to know about Assante Financial Management Ltd. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Assante Financial Management Ltd. Employees
Assante Financial Management Ltd. September 2012 - Present
Stefura's Contracting (1986) Ltd. September 2001 - June 2012
Petra Holdings Ltd. January 2005 - December 2006
Skills
Leadership, Decisiveness, Meticulous eye for..., Accountability, Manage Client..., Deductive Reasoning, Process Driven, Finance, Time Management, Financial Advisory, Investment Advisory, Investment Strategies, Budgets, Wealth Management..., Mutual Funds
Education
University of Alberta 1998 — 2000
Bachelor of Commerce (B.Com.), Business Administration and Management, General
Northern Alberta Institute of Technology / NAIT 1995 — 1997
Finance Diploma, Finance, General
Assante Financial Management Ltd. August 2001 - Present
FPC Investments May 1992 - August 2001
Skills
Estate Planning, Wealth, Investments, Strategic Financial..., Financial Planning, Portfolio Management, Retirement, Wealth Management, Retirement Planning, Mutual Funds, Finance, Tax, Wealth Management..., Investment Advisory, Financial Advisory, Investment Strategies
Education
Simon Fraser University 1981 — 1986
BBA, Business with minor in Economics
Semiahmoo High School 1978 — 1980
Assante Financial Management Ltd. 2007 - Present
National Bank of Canada October 1999 - April 2007
Skills
Wealth Management, Investments, Mutual Funds, Retirement Planning, Credit, Financial Services
Education
UQAM
Master of Business Administration (MBA)
Institute of Canadian Bankers
Fellow of the Institute of Canadian Bankers (FICB), Finance
Assante Financial Management Ltd. September 2001 - Present
Skills
Financial Planning, Estate Planning, Investments, Tax, Insurance, Asset Management, Risk Management, Risk, Financial Management, Wealth, Retirement Planning, Wealth Management, Retirement, Personal Finance, Wealth Transfer, Financial Advice, Mortgage, Disability Insurance, Pensions, Investment Advisory, Mutual Funds, Financial Advisory, Fixed Income, Savings, Trusts, Strategic Financial..., Financial Risk, Wealth Management..., High Net Worth..., Managerial Finance, Finance, Asset Allocation, Mortgage Lending, Investment Strategies, Securities, Asset Managment, Critical Illness, Financial Planners, Income Protection, Small Business, Fixed Annuities, Investment Management, Wealth Accumulation, Personal Financial..., Portfolio Management, Life Insurance, Retirement Savings
Education
University of Manitoba 1972 — 1976
B Comm (Hons)
Assante Financial Management Ltd. July 2005 - Present
IPC Investment Corporation June 2003 - July 2005
Walsh King Chartered Accountants June 2002 - September 2002
Skills
Income Tax, Financial Planning, Retirement Planning, Investments, Strategic Financial...
Education
British Columbia Institute of Technology 2001 — 2002
Diploma of Technology, Accounting
The University of British Columbia / UBC 1998 — 2001
BA, Political Science
Capilano University 1996 — 1998
General Studies
Vancouver College 1986 — 1997
High School Diploma
Dalhousie University October 2014 - Present
DLD Management Ltd December 2012 - Present
Assante Financial Management Ltd March 2001 - December 2012
Assante Financial Management Ltd. (formerly THE Financial Planning Group) November 1996 - March 2001
Money Concepts April 1992 - November 1996
Skills
Entrepreneurship, Establish & Maintain..., Board Governance, Engaging Public Speaker, Fundraising, Leadership, Solid Presentation..., Strong Business Acumen, Board of Directors, Wealth Management, Stakeholder Management, Financial Statements, Strategic Planning, Public Speaking, Strategic Financial..., Nonprofits, Retirement Planning, Investment Strategies, Investments, Risk Management, Investment Advisory, Mutual Funds, Portfolio Management, Financial Advisory, Succession Planning, Asset Allocation, Estate Planning
Education
Mount Allison University 1984 — 1988
B. Comm, Business and Personal/Financial Services Marketing Operations
Assante Financial Management March 2015 - Present
Winflex Health Solutions Inc October 2010 - March 2015
Integrated Planning Group June 2013 - January 2014
Assante Financial Management Ltd. January 2009 - May 2010
JOEY Restaurant Group May 2008 - January 2009
Connor, Clark & Lunn Financial Group April 2007 - August 2007
Skills
Project Management, Organizational..., Customer Experience, Negotiation, Attention To Detail, Corporate Communications, Analysis, Event Planning, Operations Management, Customer Service, High Level Of..., Risk Management, Employee Benefits, Marketing, Portfolio Management, Investments, Administration, Business Planning, Social Media, Strategic Planning
Education
University of Victoria 2004 — 2008
B.Com, General Management
Singapore Management University 2007 — 2007
B.Com, International Business
British Columbia Institute of Technology 2008 — 2010
Event Marketing & Interior Design
Assante Financial Management Ltd. November 2000 - Present
DPM 1993 - 2000
Laurentian Financial 1983 - 1993
Skills
Financial Advice, Tax Credits, Lawyers, Accounting, Notaries, Attorneys, Finance, Financial Advisory, Wealth Management, Financial Planners, Estate Planning, Investments, Investment Advisory, Retirement, Asset Management, Insurance, Investment Strategies
Education
McGill University
Assante Financial Management Ltd. 1994 - Present
Skills
Retirement Planning, Estate Planning, Wealth Management, Wealth Accumulation, Wealth, Strategic Financial..., Retirement, Mutual Funds, Financial Planners, Investment Strategies, Investment Advisory, Investments, Financial Advisory, Retirement Savings, Asset Allocation, High Net Worth..., Income Protection, Critical Illness, Pensions, Personal Finance, Portfolio Management, Disability Insurance, Fixed Annuities, Wealth Management..., Personal Financial..., Asset Managment, Investment Management, Asset Management, Life Insurance, Savings, Long-term Care, Financial Services, Estate Tax Planning, Inheritance Tax Planning, ETFs, Segregated Funds, Securities, Financial Planning
Education
Institute of Advanced Financial Planning 1997 — 2010
RFP, Personal Financial Planning
The University of British Columbia 2006 — 2007
Certificate, Working with an Aging Population
British Columbia Institute of Technology 1994 — 1996
Assoc Certificate, Personal Financial Planning
McMaster University 1981 — 1983
Music Criticism
University of Victoria 1976 — 1981
BMus, Music
Assante Financial Management Ltd. April 1991 - Present
Skills
Retirement Planning, Estate Planning, Investment Management, Insurance Planning, Wealth Management, Financial Planners, Finance, Financial Services, Investments, Retirement, Tax, Investment Advisory, Financial Goals, Financial Advisory
Education
Brock University 1985 — 1988
BA, Finance & Economics
Assante Capital Management Ltd June 2006 - Present
Assante Financial Management Ltd August 2000 - June 2006
HLP Financial Planning Corp October 1997 - August 2000
Skills
Wealth Management
Education
The University of British Columbia 1985 — 1990
BA, Psychology
Notre Dame High School 1981 — 1985
Assante Financial Management Ltd. October 1999 - Present
The Aurum Financial Group 1991 - 1999
Skills
Wealth Management, Retirement Planning, Investments, Estate Planning, Strategic Planning, Sales Management, Mutual Funds, Strategic Financial..., Financial Advisory, Financial Services, Financial Planning, Retirement, Portfolio Management
Education
The University of Winnipeg 1968 — 1971
BA, Psychology
Assante Wealth Management January 2014 - Present
Assante Financial Management Ltd. August 2009 - December 2013
Canada Revenue Agency January 2009 - April 2009
Skills
Tax, Finance, Retirement Planning, Wealth Management, Mutual Funds, Retirement, Investment Advisory, Financial Planning, Financial Advisory, Investments, Estate Planning, Investment Strategies, Wealth, Asset Allocation, Portfolio Management, Securities, Pensions, Asset Management, Financial Services, Wealth Management...
Education
Sheridan College 2007 — 2010
Financial Diploma, Finance, Accounting, Economics
Assante Financial Management Ltd. April 2010 - Present
LEVI STRAUSS & CO. (CANADA) INC 1999 - 2006
Education
Seneca College of Applied Arts and Technology 2007 — 2008
Certificate in Financial Services Practitioner Program including IFIC
Ryerson University 1985 — 1985
Business Administration Certificate, Business Administration
Ryerson University
Honours Bachelor of Applied Arts in Secretarial and Administrative Studies
Assante Financial Management Ltd. June 2012 - Present
Services financiers AGA Centaure June 1997 - June 2012
Centaure financial services firm May 1997 - June 2012
Skills
Investments, Wealth Management, Securities, Mutual Funds, Wealth, Insurance, Wealth Management..., Equities, Investment Strategies, Asset Management, Retirement, Risk Management, Fixed Income, Investment Advisory, Financial Analysis
Education
Université du Québec à Montréal 2008 — 2011
Msc, Finance Portfolio Management
Concordia University 1998 — 2001
B.Comm, Finance, Minor Economics
Assante Financial Management Ltd. September 2001 - Present
Assante Estate and Insurance Services Inc. 2002 - Present
Macewan University 1987 - Present
Profund Distributors August 2000 - August 2001
Grant Macewan College 1998 - 2001
C.M. Oliver Investments 1994 - 2000
Burns Fry Brokerage Investment Firm January 1993 - May 1994
University of Alberta September 1992 - January 1994
Alberta Healthcare Association August 1990 - August 1992
Grant Macewan College 1987 - 1990
Skills
Estate Planning, Annuities, Long Term Care, Wealth, Investments, mortgage referral..., life insurance,..., Long-term Care, Fixed Annuities, Insurance, Financial Services, Life Insurance, Risk Management, Disability Insurance, Management, Wealth Management, Finance, Financial Advisory, Customer Service, Financial Planners, Financial Planning
Education
University of Central Michigan 1987 — 1990
Master of Science in Administration, Health/Health Care Administration/Management
University of Alberta 1971 — 1976
B.Comm., Business