Evan Levy Email & Phone Number
Managing Partner and Financial Security Advisor @ LFS Financial
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Evan Levy Location
- Montreal, QC, CA
Evan Levy Work
- 2014 -now Managing Partner and Financial Security Advisor @
- 2010 -2014 Financial Security Advisor @
- 2007 -2010 Tax Season Representative @
Evan Levy Education
- Canadian Securities Institute
Investment Funds in Canada (Mutual Fund Dealer)
2012-2012 - Concordia University
Bachelor of Commerce (B.Com.) (Accounting and Economics)
2007-2010 - Dawson College
DEC (Health Science)
2003-2006
Evan Levy Skills
- Customer Interaction
- Customer Acquisition
- Investigation
- Special Investigations
- Court Proceedings
- Claims Adjusting
- Adjustments
- Field Work
- Investigative Research
- Analytical Skills
- High-Pressure Situations
- SaaS Development
- Software as a Service (SaaS)
- SaaS Sales
- Talent Development
- Skill Development
- Relationship Development
- Relationship Building
- Operations
- Leadership
- Interpersonal Skills
- Fostering inclusivity
- Telemedicine
- Strategic Initiatives
- Social Responsibility
- Operational Excellence
- Resource Allocation
- Creative Problem Solving
- Regulatory Standards
- Executive Leadership
- Business Case Preparation
- Tax Planning
- Small Business Development
- Portfolio Management
- Inheritance Tax Planning
- Healthcare
- Fund of Funds (FOF)
- Job Coaching
- Business Management
- Personal Insurance
- Strategic Thinking
- Travel Insurance
- Employee Benefits Design
- Partner Relationship Management
- Compilation Of Financial Statements
- Insurance Planning
- Tax Accounting
- Retirement Income Strategies
- Life Coaching
- Business Development
- Roadshows
- Presentations
- Cost Per Acquisition
- Succession Planning
- Retirement Planning
- Life Insurance
- Corporate Retirement Strategy
- Long Term Care Insurance
- Mutual Funds
- Critical Illness
- Fixed Annuities
- Wealth Management
- Retirement
- Investment Strategies
- Key Person Insurance
- Financial Planners
- Segregated Funds
- Disability Insurance
- Retirement Savings
- Wealth
- RRSP
- Wealth Accumulation
- Estate Planning
- Term Life Insurance
- TFSA
- Strategic Financial Planning
- Financial Advisory
- Investment Advisory
- Long-term Care
- Pensions
- Asset Allocation
- Insurance
- Health Insurance
- RESP
- High Net Worth Individuals
- Whole Life
- Underwriting
- Permanent Life Insurance
- Universal Life
- Income Protection
- Financial Planning
- Investments
- Financial Services
- Management
- Risk Management
- Asset Management
- Financial Analysis
- Finance
- Wealth Management Services
- Personal Finance
Evan Levy Summary
- Evan Levy, based in Montreal, QC, CA, is currently a Managing Partner and Financial Security Advisor at LFS Financial. Evan Levy brings experience from previous roles at Sun Life Financial and PSB BOISJOLI. Evan Levy holds a 2012 - 2012 Investment Funds in Canada in Mutual Fund Dealer @ Canadian Securities Institute. With a robust skill set that includes Customer Interaction, Customer Acquisition, Investigation, Special Investigations, Court Proceedings and more. Evan Levy has 2 emails and 1 mobile phone numbers on RocketReach.
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