Antonio Pl.fin Email & Phone Number
Corporate Trainer Canada USA @ CCM Consultancy
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Antonio Pl.fin Location
- Pointe-Claire, QC, CA
Antonio Pl.fin Work
- Pl. Fin., Investment Advisor @ (January 2016 - Present)
- Corporate Trainer Canada USA @ (October 2014 - Present)
- Financial Planner-Division Director, Financial Security Advisor @ (September 1998 - January 2016)
- Evaluator @ Liberty Mutual (January 1991 - January 1998)
Antonio Pl.fin Education
- Institute of Canadian Bankers 2001-2003
- Université Laval 1999-2003
- John F. Kennedy CHS
Antonio Pl.fin Skills
- Personal Finance
- Mutual Funds
- Banking
- Strategic Financial Planning
- Mortgage Lending
- Microsoft Office
- Insurance
- Finance
- Bonds
- Long Term Care
- Portfolio Management
- Retirement
- Management
- Retirement Planning
- Wealth
- Disability Insurance
- Fixed Annuities
- Residential Mortgages
- Financial Planners
- Strategic Financial
- Financial Analysis
- Investment Advisory
- Asset Management
- Securities
- Retirement Savings
- Pensions
- Critical Illness
- Financial Services
- Risk Management
- Investment Strategies
- Estate Planning
- Wealth Management
- Financial Advisory
- Employee Benefits
- Asset Allocation
- Investments
- Financial Modeling
- Due Diligence
- Training
- Equities
Antonio Pl.fin Summary
- Antonio Pl.fin, based in Pointe-Claire, QC, CA, is currently a Corporate Trainer Canada USA at CCM Consultancy. Antonio Pl.fin brings experience from previous roles at Richardson Wealth, Investors Group Financial Services Inc. and Liberty Mutual. Antonio Pl.fin holds a 2001 - 2003 Institute of Canadian Bankers. With a robust skill set that includes Personal Finance, Mutual Funds, Banking, Strategic Financial Planning, Mortgage Lending and more. Antonio Pl.fin has 3 emails and 1 mobile phone numbers on RocketReach.
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