Devon Welch Email

Associate Vice President - Insurance @ West Oak Family Office

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Devon Welch Location

Canada

Devon Welch Work

2026 - now Associate Vice President - Insurance @ West Oak Family Office
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2024 - 2026 Senior Life Insurance Consultant @ RBC Insurance
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2024 - 2024 Financial Services Representative @ Canada Life
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2015 - 2024 Investment Representative @ Quadrus Investment Services Ltd.
2019 - 2024 Certified Financial Planner @ Harmony Financial Solutions Inc.
2017 - 2019 Director, Advisor Experience @ Freedom 55 Financial
2015 - 2019 Financial Security Advisor @ Freedom 55 Financial
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Devon Welch Education

The University of Winnipeg
Bachelor of Business Administration (B.B.A.) (Marketing)
2010 - 2015

Devon Welch Skills

Strategic Planning
Mutual Funds
Retirement Planning

Client Relations
Investment Strategies
Life Insurance
Critical Illness
Disability Insurance
Group Insurance
Event Planning

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Devon Welch Summary

Devon Welch, based in Canada, is currently a Associate Vice President - Insurance at Wellington-Altus Insurance Inc.. Devon Welch brings experience from previous roles at RBC Insurance, Canada Life, Quadrus Investment Services Ltd. and Harmony Financial Solutions Inc.. Devon Welch holds a 2010 - 2015 Bachelor of Business Administration (B.B.A.) in Marketing @ The University of Winnipeg. With a robust skill set that includes Strategic Planning, Mutual Funds, Retirement Planning, Client Relations, Investment Strategies and more. Devon Welch has 1 emails on RocketReach.

Devon Welch Emails

Found 1 emails

@wellington-altus.ca

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Top West Oak Family Office Employees

Anthony Pantioras

Senior Vice President, Corporate Development (Eastern Region) at West Oak Family Office

Toronto, ON, CA
2
- wellington-altus.ca
- gmail.com
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- +1 877-705-XXXX
- +1 416-519-XXXX
- +1 416-595-XXXX
- +1 888-509-XXXX
- +888 640 810 1XXXX
- +888 640 810 1XXXX

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