Hany Malek Email & Phone Number
Senior Financial Planning Advisor @ Desjardins
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Hany Malek Location
- Canada
Hany Malek Work
- Senior Financial Planning Advisor @ (November 2022 - Present)
- Wealth Management Advisor, Private Wealth @ (March 2018 - November 2022)
- Financial Planner – Private Wealth @ (December 2015 - March 2018)
- Group retirement services' advisor @ (January 2015 - October 2015)
- Associate advisor (fee based) - Private wealth @ (June 2012 - July 2014)
- Investment and retirement advisor @ (April 2008 - February 2012)
Hany Malek Education
- Canadian Securities Institute
Wealth Management Essentials (WME / NEGP) (Investments and Securities)
2018 - Canadian Securities Institute
Behavioural Finance - Get Inside Your Client's Mind (Finance, general)
2017-2018 - Canadian Securities Institute
Canadian Securities Course (CSC) (Investments and Securities)
2018 - Institut Québecois de Planification Financière
Financial Planner (Financial Planning and Services)
2013 - Université du Québec à Montréal
Certificat (Planification et services financiers)
2010-2013 - Canadian Securities Institute
Conduct and Practices Handbook (CPH / MNC) (Banking, Corporate, Finance, and Securities Law, Banking, Corporate, Finance, and Securities Law)
2006 - ISEG
Master 1 (Activities and Associations: Vice President of the ISEG Strasbourg Alumni Association)
2000-2003 - UC Santa Barbara
Certificat (Relations et affaires internationales)
2002
Hany Malek Skills
- Estate Planning
- Gestion de portefeuille
- Banking
- Planning
- Personal Tax Planning
- Retirement Savings
- Pensions
- Estate Tax Planning
- Retirement Planning
- Financial Planning
- Portfolio Management
- Investments
- Finance
- Savings Strategies
- Fonds mutuel
- Cash Flow Management
- Wealth Management
- Strategic Financial Planning
- Investissements
- Investment Strategies
- Risk Management
- Budget Planning
- Financial Analysis
- Banque
- Wealth
- Tax Preparation
- Succession Planning
- Personal Finance
- Inheritance Tax Planning
- Gestion de patrimoine
- Planification De La Retraite
- Retraite
Hany Malek Summary
- Hany Malek, based in Canada, is currently a Senior Financial Planning Advisor at Desjardins Wealth Management. Hany Malek brings experience from previous roles at FDP, FÉRIQUE, Manulife and T.E. Wealth. Hany Malek holds a Wealth Management Essentials (WME / NEGP) in Investments and Securities @ Canadian Securities Institute. With a robust skill set that includes Estate Planning, Gestion de portefeuille, Banking, Planning, Personal Tax Planning and more. Hany Malek has 5 emails on RocketReach.
Looking for a different Hany Malek?
Find contact details for 700 million professionals.
Others Named Hany Malek
Hany Malek
Senior Managing Director
California, United States
Hany Malek
Vice President High-Rise Residential Construction
Mississauga, ON, CA
Top Desjardins Employees
Pierre Morin
MANAGING DIRECTOR and HEAD OF FIXED INCOME
Montreal, QC, CA
Gabriel Fedele
managing director
Vaughan, ON, CA
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co