Gregory Powell Email & Phone Number
Regional Vice President @ Sun Life Financial
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Gregory Powell Location
- Surrey, BC, CA
Gregory Powell Work
- 2019 -now Regional Vice President @
- 2015 -now Author @ "The Financial Manager's Survival Kit" book
- 2006 -now Board of Directors @ GAMA International Canada
- 2004 -2019 Financial Centre Manager @
- 2016 -2016 MOVIE - The Haunted House Analogy - Agent Retention is Key to Agency Growth @
- 2008 -2012 GAMA President @ The Financial Advisor Association of Canada (TFAAC)
- 1988 -2001 Sargeant (retired) @
Gregory Powell Education
- Certified Executor Advisor
CEA (Estate Planning)
2023-2023 - Elder Planning Counselor (EPC) 2014-2014
- Certified Health Specialist (CHS) 2009-2010
- Certified Financial Planner (CFP)
(Financial Planning and Services)
2006-2008 - Simon Fraser University
BA (Psychology and Criminology)
1995-2000
Gregory Powell Skills
- Leadership
- Estate Planning
- Financial Planners
- Pensions
- Retirement Savings
- Insurance
- RRSP
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Portfolio Management
- Critical Illness
- Investments
- Finance
- Investment Advisory
- Income Protection
- Tfsa
- Asset Allocation
- Wealth Management
- Life Insurance
- Strategic Financial Planning
- Savings
- Investment Strategies
- Risk Management
- Asset Management
- Training
- Certified Financial Planner
- Wealth
- Personal Financial Planning
- Long Term Care Insurance
- Small Business
- Management
- Health Insurance
- Retirement
- Services
- Recruiting
- Employee Benefits
- Securities
Gregory Powell Summary
- Gregory Powell, based in Surrey, BC, CA, is currently a Regional Vice President at Sun Life. Gregory Powell brings experience from previous roles at "The Financial Manager's Survival Kit" book, GAMA International Canada, Sun Life Financial and GAMA International. Gregory Powell holds a 2023 - 2023 CEA in Estate Planning @ Certified Executor Advisor. With a robust skill set that includes Leadership, Estate Planning, Financial Planners, Pensions, Retirement Savings and more. Gregory Powell has 1 emails on RocketReach.
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