Michel Barbe Email
Certified Financial Planner® @ Raymond James Ltd.
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Michel Barbe Work
- 2024 -now Certified Financial Planner® @
- 2019 -2025 Certified Financial Planner® @ INWEST FINANCIAL
- 2017 -2019 Certified Financial Planner® , Chartered Life Underwriter® @ Desjardins Financial Security Independent Network & Desjardins Financial Securit
- 2016 -2017 Certified Financial Planner® @ Independent Advisor
- 2012 -2015 Financial Security Advisor @ Independant Advisor
- 2011 -2012 Insurance and Mutual Funds Representative @
Michel Barbe Education
- Kaplan College
Chartered Retirement Planning Counsellor (USA) (Retirement Planning (USA))
2026 - The Institute for Advanced Financial Education
Chartered Life Underwriter® (Wealth Transfer and Estate Planning)
2016-2017 - Ashton College
Certified Financial Planner® (Financial Planning and Services)
2014-2015 - British Columbia Institute of Technology
Personal Financial Planning (Finance and Financial Management Services)
2013-2014
Michel Barbe Skills
- Leadership
- Estate Planning
- Financial Advisory
- Banking
- Financial Planners
- Fixed Annuities
- Pensions
- Insurance
- Retirement Planning
- Financial Planning
- Portfolio Management
- Beverage
- Critical Illness
- Investments
- Relationship Management
- Mortgage Lending
- Finance
- Strategic Planning
- Strategy
- Segregated Funds
- Wealth Management
- Hotels
- Life Insurance
- Mutual Funds
- Business Planning
- Strategic Financial Planning
- Microsoft Office
- Investment Strategies
- Risk Management
- Microsoft Excel
- Hospitality
- Fine Dining
- Restaurants
- Customer Service
- Disability Insurance
- Financial Analysis
- Project Planning
- Budgets
- Small Business
- Term Life Insurance
- Retirement
- Employee Benefits
- Hospitality Industry
Michel Barbe Summary
- Michel Barbe, is currently a Certified Financial Planner® at Raymond James Ltd.. Michel Barbe brings experience from previous roles at INWEST FINANCIAL, Desjardins Financial Security Independent Network & Desjardins Financial Securit, Independent Advisor and Independant Advisor. Michel Barbe holds a Chartered Retirement Planning Counsellor (USA) in Retirement Planning (USA) @ Kaplan College. With a robust skill set that includes Leadership, Estate Planning, Financial Advisory, Banking, Financial Planners and more. Michel Barbe has 1 emails on RocketReach.
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