Michelle Pfa Email
Financial Advisor @ Investia Services Financiers Inc. / Investia Financial Services Inc.
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Michelle Pfa Location
- Spruce Grove, AB, CA
Michelle Pfa Work
- Financial Advisor @ (January 2012 - Present)
- Insurance Advisor and Certified Executor Advisor and Elder Planning Counselor @ Iolite Financial (December 2010 - Present)
- Independent Financial Advisor @ . (November 2007 - December 2010)
- Assistant Store Manager @ (January 1993 - January 2003)
Michelle Pfa Education
- The Institute for Advanced Financial Education
PFA Designation - Professional Financial Advisor
2020-2022 - IFSE Institute
Mutual Funds Sales License (Canadian Investment Funds Course)
2008-2009 - IFSE Institute
Life - A & S Insurance Licenses (LLQP)
2006-2007 - NAIT (Northern Alberta Institute of Technology)
Architecture - Interior Design
1984-1986 - **Mutual Funds Offered Through Investia Financial Services Inc.
- Canadian Institute of Certified Executor Advisors
CEA Designation
2019 - Business Career College
Elder Planning Counselor Certification (Canadian Initiative for Elder Planning Studies)
2013
Michelle Pfa Skills
- Critical Illness
- Disability Insurance
- Employee Benefits
- Estate Planning
- Financial Advisory
- Financial Services
- Group Benefit Plans
- Health Insurance
- Insurance
- Investments
- Life Insurance
- Long-term Care
- Mutual Funds
- RRSP
- Retirement
- Retirement Planning
- Segregated Funds
- Travel Insurance
- Wealth Management
Michelle Pfa Summary
- Michelle Pfa, based in Spruce Grove, AB, CA, is currently a Financial Advisor at Investia Services financiers inc. / Investia Financial Services Inc.. Michelle Pfa brings experience from previous roles at Iolite Financial, . and The Home Depot Canada. Michelle Pfa holds a 2020 - 2022 PFA Designation - Professional Financial Advisor @ The Institute for Advanced Financial Education. With a robust skill set that includes Critical Illness, Disability Insurance, Employee Benefits, Estate Planning, Financial Advisory and more. Michelle Pfa has 1 emails on RocketReach.
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