Connie Simone Email
Retired from Senior Wealth Advisor and Director, Wealth Management @ Scotiabank (Past)
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Connie Simone Location
- Windsor, ON, CA
Connie Simone Work
- 1997 - 2014 Retired from Senior Wealth Advisor and Director, Wealth Management @
- 1980 - 1997 Assistant Branch Manager, National Trust Company @ As
Connie Simone Education
- St Clair College
Connie Simone Skills
- Strategic Financial Planning
- Wealth Accumulation
- Holistic Financial Planning
- Alternative Investments
- Charitable Gift Planning
- Licensed Life Insurance Agent
- Intergenerational Wealth Transfer
- Certified Financial Planner
- Personal Financial Planning
- TFSA
- Securities
- Investment Advisory Services
- Fixed Income
- Equities
- Wealth Preservation Planning
- Canadian Securities Course
- Trusts
- Financial Planning
- Insurance
- Wealth
Connie Simone Summary
- Connie Simone, based in Windsor, ON, CA, was previously a Retired from Senior Wealth Advisor and Director, Wealth Management at ScotiaMcLeod. Connie Simone brings experience from previous roles at As. Connie Simone holds a St Clair College. With a robust skill set that includes Strategic Financial Planning, Wealth Accumulation, Holistic Financial Planning, Alternative Investments, Charitable Gift Planning and more. Connie Simone has 1 emails on RocketReach.
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