Charlene Wolthuizen's Location
Kelowna, BC, CA
Charlene Wolthuizen's Work
- Regional Vice President, Advisor Sales @ Manulife Bank of Canada
- District Vice President @ Manulife Bank of Canada
- Director of Business Development @ Manulife Bank of Canada
- Membership Chair of the Financial Advisors Association of Canada (Advocis) @ Advocis
- Owner @ Achieve Wealth Solutions
Charlene Wolthuizen's Education
- Financial Planning Standards Council
Certified Financial Planner (Estate Planning, Investments, Tax Planning)
2008 - 2010 - Okanagan College
Business Diploma (Finance & Marketing)
2001 - 2002
Charlene Wolthuizen's Skills
- Investments
- Retirement Planning
- Wealth Management
- Financial Advisory
- Financial Planning
- Insurance
- Strategic Financial Planning
- Retirement
- Estate Planning
- Critical Illness
Charlene Wolthuizen's Summary
Charlene Wolthuizen, based in Kelowna, BC, CA, is currently a Regional Vice President, Advisor Sales at Manulife Bank of Canada, bringing experience from previous roles at Manulife Bank of Canada, Advocis and Achieve Wealth Solutions. Charlene Wolthuizen holds a 2008 - 2010 Certified Financial Planner in Estate Planning, Investments, Tax Planning @ Financial Planning Standards Council. With a robust skill set that includes Investments, Retirement Planning, Wealth Management, Financial Advisory, Financial Planning and more, Charlene Wolthuizen contributes valuable insights to the industry. Charlene Wolthuizen has 2 emails on RocketReach.
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