Melissa Allan Email
Senior Financial Consultant, MD Management Limited @ MD Financial Management | Gestion financière MD
Melissa Allan's Location
Kingston, ON, CA
Melissa Allan's Work
- Senior Financial Consultant, MD Management Limited @ MD Financial Management | Gestion financière MD
- Financial Consultant, MD Management Limited @ MD Financial Management | Gestion financière MD
- Advisory Team Coordinator, MD Management Limited @ MD Financial Management | Gestion financière MD
- Investment Representative and Financial Security Advisor @ Trinity Wealth Partners (Formally CAQ Financial)
- Financial Security Advisor @ Halpenny Insurance Benefit Partners Ltd.
- Executive Assistant @ Investors Group
Melissa Allan's Education
- Saint Mary's University1997 - 1999
Melissa Allan's Skills
- Disability Insurance
- Critical Illness
- Estate Planning
- Mutual Funds
- Segregated Funds
- Financial Planners
- Fixed Annuities
- Tfsa
- Long Term Care Insurance
- Key Person Insurance
Melissa Allan's Summary
Melissa Allan, based in Kingston, ON, CA, is currently a Senior Financial Consultant, MD Management Limited at MD Financial Management | Gestion financière MD, bringing experience from previous roles at MD Financial Management | Gestion financière MD, Trinity Wealth Partners (Formally CAQ Financial) and Halpenny Insurance Benefit Partners Ltd.. Melissa Allan holds a 1997 - 1999 Saint Mary's University. With a robust skill set that includes Disability Insurance, Critical Illness, Estate Planning, Mutual Funds, Segregated Funds and more, Melissa Allan contributes valuable insights to the industry. Melissa Allan has 2 emails on RocketReach.
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