Independent Planning Group

Independent Planning Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Independent Planning Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Independent Planning Group Salaries. You can even request information on how much does Independent Planning Group pay if you want to. Learn about salaries, pros and cons of working for Independent Planning Group 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!

14 Independent Planning Group employees in database. Find out everything there's to know about Independent Planning Group 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.

Independent Planning Group Employees

Employee
Years
Job
Industry
Sheri Willet Sheri Willet Ottawa, Canada Area Details
Sheri Willet's Independent Planning Group Experience 2009 - Present
Job West Ottawa Supervisor at Salvation Army Christmas Kettle campaign
Industry Financial Services
Experience
Independent Planning Group   2009 - Present
Salvation Army Christmas Kettle campaign   November 2013 - January 2014
Business Breakfast Club   2010 - 2013
financialwerx   2009 - 2010
Primerica  2008 - 2010

Skills
Wealth Management, Investment Advisory, Insurance, Estate Planning, Mutual Funds, Disability Insurance, Fixed Annuities, Retirement Planning, Retirement, Strategic Financial..., Investments, Health Insurance, Critical Illness, Small Business, Financial Advisory, Pensions, Employee Benefits, Mortgage Lending, Long-term Care, Life Insurance, Financial Analysis, Term Life Insurance, Wealth, Portfolio Management, Financial Planners, Investment Strategies, Risk Management, Asset Management, Asset Allocation, Underwriting, IRAs, Residential Mortgages, Securities, Wealth Accumulation, Loans, Income Protection, Credit, Financial Services, Personal Finance

Education
Algonquin College of Applied Arts and Technology   1989 — 1990
Nursing Assistant, Practical Nursing, Vocational Nursing and Nursing Assistants, Honours

Dylan Rose, EPC Dylan Rose, EPC Ottawa, Canada Area Details
Dylan Rose, EPC's Independent Planning Group Experience February 2009 - August 2010
Job Financial Advisor / Insurance Specialist at Desjardins
Industry Financial Services
Experience
Desjardins Financial Securities Investments   July 2013 - Present
Mackenzie Savone Team   August 2010 - 2013
Independent Planning Group   February 2009 - August 2010
Rose & Associates Inc   January 2002 - July 2008

Skills
Retirement Planning, Strategic Financial..., Investments, Retirement, Financial Planners, Insurance, Portfolio Management, Financial Advisory, Risk Management, Wealth Management, Mutual Funds, Estate Planning, Investment Advisory, Fixed Annuities, Investment Strategies, Critical Illness, Finance, Wealth, Asset Allocation, Disability Insurance, Life Insurance, Financial Planning

Education
Durham College   2008 — 2009
LLQP (Life Insurance Level 2 designation)

Algonquin College of Applied Arts and Technology   2004 — 2008
Marketing / Business Management

Sharon R. McKay Sharon R. McKay Ottawa, Canada Area Details
Sharon R. McKay's Independent Planning Group Experience October 1998 - April 2014
Job Financial Advisor (IPCIC) Planning + Protection = Peace of Mind
Industry Financial Services
Experience
IPC Investment Corporation  April 2014 - Present
Independent Planning Group   October 1998 - April 2014
Balanced Planning Financial Group   January 1994 - October 1998
Acadia University, Vaughan Memorial Library   1983 - 1985

Skills
Segregated Funds, Financial Services, Investments, Wealth, Retirement Planning, Critical Illness, Tax, Small Business, Financial Advisory, Retirement, Finance, Mortgage Insurance, Strategic Financial..., Financial Planners, Investment Strategies, Pensions, Portfolio Management, Risk Management, Estate Planning, Wealth Management, Mutual Funds, Securities, TFSA, Investment Advisory, Term Life Insurance, RESP, Retirement Savings, Fixed Annuities, Disability Insurance, Asset Allocation, Insurance, Asset Managment, Socially Responsible...

Education
Acadia University   1978 — 1983
B.Sc., Biology, Minor in Chemistry

norman willet norman willet Ottawa, Canada Area Details
norman willet's Independent Planning Group Experience December 2009 - May 2014
Job Sales Manager at BKL Design Group
Industry Financial Services
Experience
BKL Design Group   October 2014 - Present
Dynamic Care Group   February 2014 - Present
Rapid City Transport   May 2014 - October 2014
Independent Planning Group   December 2009 - May 2014
bbc-abc   2010 - 2011
Primerica Financial Services  2006 - 2009
MDS Nordion  1995 - 2008

Skills
Estate Planning, Learning Disabilities, Health Insurance, Project Planning, Small Business, Strategic Financial..., Retirement, Disability Insurance, Wealth Management, Insurance, Financial Planners, Risk Management, Wealth, Succession Planning, Portfolio Management, Fixed Annuities, Securities, Asset Allocation, Asset Management, Marketing, Time Management, Pensions, Critical Illness, Long Term Care Insurance, Investment Management, Employee Benefits, Investment Strategies, Wealth Management..., Financial Advisory, RESP, Segregated Funds, Loans, Financial Planning, Fixed Income, ETFs, Whole Life, Wealth Accumulation, Customer Service

Education
Algonquin College of Applied Arts and Technology   1992 — 1995
CET, Mechanical Technology

Brookfield HS   1970 — 1975
Science

Sonia LeRoy, CFP, RFP Sonia LeRoy, CFP, RFP Ottawa, Canada Area Details
Sonia LeRoy, CFP, RFP's Independent Planning Group Experience 2005 - December 2013
Job Senior Wealth Advisor, LeRoy Wealth Management Group at IPC Securities
Industry Financial Services
Experience
IPC Securities Corp  March 2015 - Present
Investment Planning Counsel  December 2013 - March 2015
Independent Planning Group   2005 - December 2013
Money Concepts  1990 - 2005

Skills
Wealth Management, Investments, Estate Planning, Retirement Planning, Retirement, Succession Planning, Financial Goals, Wealth Management..., Socially Responsible..., Financial Advisory, Strategic Financial..., Risk Management, Mutual Funds, Asset Allocation, Fixed Annuities, Financial Planners, Disability Insurance, Investment Strategies, Income Protection, High Net Worth..., Critical Illness, Life Insurance, Long-term Care, Asset Management, Personal Financial..., Segregated Funds, Personal Finance, Financial Plan Risk..., Tax Efficient..., Planned Giving..., Wealth Accumulation, Wealth, Finance, Investment Management, Investment Advisory, Tax, Strategy, Portfolio Management, Certified Financial..., Financial Planning

Education
Carleton University   1985 — 1989
BA (Hons)

Universitetet i Oslo (UiO)   1987 — 1987
University Summer Program

Marianopolis College   1984 — 1985

Chris Hodgins, CFP Chris Hodgins, CFP Ottawa, Canada Area Details
Chris Hodgins, CFP's Independent Planning Group Experience November 2009 - April 2014
Job Financial Planner at Investment Planning Counsel
Industry Financial Services
Experience
Investment Planning Counsel  May 2014 - Present
Algonquin College  November 2010 - April 2014
Independent Planning Group   November 2009 - April 2014
Future Shop  May 2007 - March 2010

Skills
Strategic Financial..., Retirement Planning, Mutual Funds, Investments, Estate Planning, Wealth Management, Insurance, Teaching, Financial Planners, Financial Analysis, Investment Advisory, Finance, Personal Finance, Financial Advisory, Investment Strategies, Retirement, Financial Planning, Life Insurance, Asset Allocation

Education
Algonquin College of Applied Arts and Technology   2007 — 2009
Diploma in Business Administration, Business Administration

Snezana Stoimenov Snezana Stoimenov Ottawa, Canada Area Details
Snezana Stoimenov's Independent Planning Group Experience June 2013 - December 2013
Job Office Manager/ Tax Consultant at H&R Block Canada
Industry Financial Services
Experience
H&R Block Canada  January 2015 - May 2015
H&R Block Canada  January 2014 - May 2014
Independent Planning Group   June 2013 - December 2013
The Olde Forge Community Resource Centre   February 2013 - April 2013
State Farm  June 2010 - May 2011
TIGAR A.D. Rubber Products Company   February 1999 - January 2007
Grawe osiguranje a.d.o.   May 2004 - April 2006

Skills
Sales Process, Business Development, Insurance, Financial Services, B2B, Microsoft Excel, Microsoft Word, English (Professional..., Business Planning, Sales, Financial Analysis, Project Planning, Strategy, Product Development, Finance, Credit, Account Management, Customer Service, Team Leadership, Investments

Education
CFA Institute
I have passed CFA Level I Exam

University of Nis, Nis
Masters in Economics, Monetary Economics and Banking, With Honours

CSI Global Education
CSC (Canadian Securities Course), 83%

CSI Global Education
IFIC (Investment Funds in Canada), 80%

Durham College
LLQP (Life License Qualification Program) exam

Insurance Institute of Ontario
OTL (Other than Life) Exam, A+

University of Nis
Bachelor of Science (B.Sc.), Economics

Ryan Sheffer Ryan Sheffer Perkasie, Pennsylvania Details
Ryan Sheffer's Independent Planning Group Experience August 2012 - Present
Job Financial Representative
Industry Insurance
Experience
Independent Planning Group   August 2012 - Present
Castillo Insurance Services   April 2012 - August 2012
Casa Toro Mexican Grill   April 2007 - March 2012
Discount Bounce   May 2011 - September 2011

Skills
Professional Services, Entrepreneurship, Marketing Management

Education
Penn State University

Pennridge High School

Ronald Harvey Ronald Harvey Ottawa, Canada Area Details
Ronald Harvey's Independent Planning Group Experience July 2005 - April 2014
Job Senior Financial Advisor & Branch Manager at Investment Planning Counsel
Industry Financial Services
Experience
Investment Planning Counsel  May 2014 - Present
Chartered Professional Accountants of Ontario (CPA Ontario)   2014 - 2015
Independent Planning Group   July 2005 - April 2014
Money Concepts Ottawa Central   August 1992 - July 2005

Skills
Retirement Planning, Wealth Management, Financial Planning, Mutual Funds, Estate Planning, Investments, Insurance, Tax, Retirement Income..., Retirement, Insurance Planning, Financial Advisory, Wealth, Investment Strategies, Financial Planners, Strategic Financial..., Finance, Investment Advisory, Income Tax, Disability Insurance, Fixed Annuities, Accounting, Pensions, Asset Allocation, Portfolio Management, Critical Illness, Income Protection, Financial Analysis, Risk Management, Financial Services

Education
McMaster University   2011 — 2013
Chartered Director (C. Dir.), Board of Directors Development

Financial Planning Standards Council   1995 — 1999
CFP, Financial Planning

Certified General Accountants of Ontario   1978 — 1981
CGA, Accounting

University of Montreal   1968 — 1974
B. Comm, Accounting

Hugues Raymond Hugues Raymond Ottawa, Canada Area Details
Hugues Raymond's Independent Planning Group Experience November 2007 - Present
Job Owner, Chelsea Financial
Industry Financial Services
Experience
Independent Planning Group   November 2007 - Present
Chelsea Financial   January 2005 - Present
Triglobal Capital Management   January 2001 - November 2007
Groupe Ad Verticem   January 1999 - December 2000

Skills
Transparency, Integrity, knowledgeable

Education
University of Ottawa / Université d'Ottawa   1993 — 1996
Bachelor, Law

University of Ottawa / Université d'Ottawa   1990 — 1993
Bachelor, Political Sciences

Chas Emerson, CFP®, ChFC Chas Emerson, CFP®, ChFC Hernando, Mississippi Details
Chas Emerson, CFP®, ChFC's Independent Planning Group Experience July 2010 - Present
Job Owner/Financial Advisor
Industry Financial Services
Experience
Independent Planning Group   July 2010 - Present
New England Financial  July 2004 - July 2010

Skills
Retirement Planning, Disability Insurance, Estate Planning, Wealth Management, Retirement, Investment Advisory, Investments, 401k Rollovers, Portfolio Management, Life Insurance, Financial Advisory, Asset Allocation, Strategic Financial..., Fixed Annuities, Mutual Funds, Securities, Long-term Care, Wealth, Investment Strategies, IRAs, 401k, Insurance, Financial Planners, Series 7, Pensions, Term Life Insurance, Series 63, Long Term Care Insurance, Whole Life

Education
University of Mississippi
Bachelor of Business Administration (BBA)

The American College
CERTIFIED FINANCIAL PLANNER™

The American College
Chartered Financial Consultant

Neil Kennelly Neil Kennelly Ottawa, Canada Area Details
Neil Kennelly's Independent Planning Group Experience March 2006 - March 2008
Job President & CEO
Industry Professional Training & Coaching
Experience
First Aid 4U   June 2009 - Present
Canadian Red Cross  2009 - 2013
www.ShopForInsurance.ca   2008 - August 2011
Independent Planning Group   March 2006 - March 2008
DFS Financial Security   November 2002 - March 2006
Columbus Boys' Camp   1994 - 1999

Skills
Coaching, Leadership Development, Entrepreneurship, Goal Oriented, Customer Satisfaction, New Business Development, Strategic Partnerships, Strategic Thinking, Corporate Branding, Problem Solving, People Skills, Sales, First Aid, Cpr Certified, Industrial Safety, Business Strategy, Organizational..., Team Building, Change Management

Education
University of Ottawa / Université d'Ottawa   1994 — 2000
BSc, Health Sciences, Human Kinetics

Udit Bhide Udit Bhide Ottawa, Canada Area Details
Udit Bhide's Independent Planning Group Experience March 2005 - June 2007
Job at
Industry Information Technology and Services
Experience
JSI Telecom  April 2014 - Present
JSI Telecom  November 2012 - April 2014
Non Linear Creations (NLC)   June 2007 - November 2012
Independent Planning Group   March 2005 - June 2007
Sitel  December 2004 - February 2005
Canadian Revenue Agency   June 2004 - August 2004
General Dynamics  February 1998 - August 1998

Skills
Java, C#, Shell Scripting, MCollective, DevOps, Puppet, ASP.NET, Maven, Apache Storm, Web Development, Ruby, jQuery, JavaScript, Jenkins, AJAX, Web Services, .NET, NoSQL, SQL, Microsoft SQL Server, PHP, TFS, HTML, LINQ, MySQL, Agile Methodologies, WPF, XML, Enterprise Search, Visual Studio, CSS, Enterprise Content..., OOP, Continuous Integration, Web Applications, Scrum, Git, IIS, ASP.NET MVC, Hadoop, Apache Pig, Lucene, Sitecore

Education
Carleton University   2000 — 2004
Bachelors, Computer Science

Carleton University   2000 — 2004
Bachelor's degree, Computer Science

Steven Dauda Steven Dauda Ottawa, Canada Area Details
Steven Dauda's Independent Planning Group Experience February 2010 - August 2010
Job Investment Representative at TD Waterhouse
Industry Banking
Experience
TD Waterhouse  November 2011 - Present
Independent Planning Group   February 2010 - August 2010

Skills
Banking, Portfolio Management, Credit, Financial Analysis, Risk Management, Investments, Derivatives, Financial Risk, Capital Markets, Economics, Trading, Loans, Corporate Finance, Credit Analysis, Credit Risk, Commercial Banking, Financial Modeling, Investment Banking, Retail Banking, FX Options, Bonds, Finance, Securities, Equities

Education
Carleton University   2004 — 2009
B.A, Economics

GSSS Pyakassa