Mutual Funds Agent (Financial Planning and Services)
2015-2015
University of Northern British Columbia
Bachelor of Science (B.Sc.N)
2004-2009
Monte Martens Skills
Leadership
Social Media
Financial Planning
Life Insurance
Disability Insurance
Term Life Insurance
Group Insurance
Buy-sell Agreements
Retirement Planning
Fixed Annuities
Variable Annuities
Indexed Annuities
Segregated Funds
Mutual Funds
Project Management
Buy Sell Agreements
Microsoft Excel
Sales
Budgets
Monte Martens Summary
Monte Martens, based in Vancouver, BC, CA, is currently a Financial Advisor at Sun Life Financial. Monte Martens holds a 2015 - 2015 Certification in Life License (LLQP) Agent @ IFSE Institute. With a robust skill set that includes Leadership, Social Media, Financial Planning, Life Insurance, Disability Insurance and more. Monte Martens has 2 emails on RocketReach.
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