Allan Grace Email & Phone Number
Certified Financial Planner®, Financial Advisor, Life and Health Insurance Advisor @ Desjardins Financial Security Investments Inc.
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Allan Grace Location
- Aurora, ON, CA
Allan Grace Work
- Certified Financial Planner®, Financial Advisor, Life and Health Insurance Advisor @ (December 2022 - Present)
- Compliance Officer @ (January 2015 - December 2022)
- Mutual Funds Specialist @ (June 2007 - December 2014)
- Acting Mutual Funds Supervisor @ (March 2013 - June 2014)
- Financial Services System and Compliance Coordinator @ (September 1999 - June 2007)
- Senior Life Insurance Underwriter @ (July 1997 - September 1999)
Allan Grace Education
- The Investment Funds Institute of Canada
Officers, Partners & Directors (OPD)
2010-2010 - The Investment Funds Institute of Canada
Branch Managers' Examination Course
2007-2007 - The Investment Funds Institute of Canada
Canadian Investment Funds Course
2004-2004 - York University
BA (Mathematics)
1993-1997
Allan Grace Skills
- Mutual Funds
- Life Insurance
- Disability Insurance
- Personal Financial Planning
- Retirement
- Estate Planning
- Retirement Planning
- Credit Unions
- Certified Financial Planner
- Term Life Insurance
- Whole Life
- Fixed Annuities
- Critical Illness
- Insurance
- Investments
- Wealth Management
- Property & Casualty Insurance
- Long-term Care
- Financial Planners
- Universal Life
- Strategic Financial Planning
- Long Term Care Insurance
- Risk Management
- Financial Advisory
- Financial Services
- Financial Planning
- Long Term Care
- Property And Casualty Insurance
Allan Grace Summary
- Allan Grace, based in Aurora, ON, CA, is currently a Certified Financial Planner®, Financial Advisor, Life and Health Insurance Advisor at Desjardins Financial Security Investments Inc.. Allan Grace brings experience from previous roles at Desjardins Financial Security Investments Inc. and State Farm Insurance. Allan Grace holds a 2010 - 2010 Officers, Partners & Directors (OPD) @ The Investment Funds Institute of Canada. With a robust skill set that includes Mutual Funds, Life Insurance, Disability Insurance, Personal Financial Planning, Retirement and more. Allan Grace has 3 emails and 2 mobile phone numbers on RocketReach.
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