Nancy Stephen Email

Financial Planning Associate @ E-Logic Info Tech Ltd

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Nancy Stephen Location

Toronto, ON, CA

Nancy Stephen Work

2021 - now Financial Planning Associate @ E-Logic Info Tech Ltd
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2018 - 2021 Financial Services Representative @ E-Logic Info Tech Ltd
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2017 - 2018 Associate Consultant @ Investors Group

2016 - 2017 Account Executive @ Vision Transportation Systems Inc
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2016 - 2016 Business Development Manager - North America @ Western Logistics
2008 - 2014 Sales Account Manager @ Canadian Pacific
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2005 - 2008 Account Executive @ Epsilon
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Nancy Stephen Education

Canadian Securities Institute
Conduct and Practices Handbook
2021 - 2021
Canadian Securities Institute
Licensed Mutual Funds Dealing Representative - Investment Funds in Canada (Finance and Financial Management Services)
2018 - 2018
IFSE Institute
LLQP (Insurance)
2018 - 2018

Ryerson University
(Marketing)
2005 - 2008
Trent University
Bachelor of Science (B.Sc.) (Psychology)
1997 - 2002
Canadian Securities Institute
Canadian Securities Course (CSC)
Canadian Securities Institute
Personal Financial Advice
Canadian Professional Sales Association
CSP (Certified Sales Professional)

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Nancy Stephen Summary

Nancy Stephen, based in Toronto, ON, CA, is currently a Financial Planning Associate at TD. Nancy Stephen brings experience from previous roles at TD, IG Wealth Management, Vision Transportation Systems Inc and WESTERN LOGISTICS, INC – Specialized Furniture Carrier. Nancy Stephen holds a 2021 - 2021 Conduct and Practices Handbook @ Canadian Securities Institute. Nancy Stephen has 1 emails on RocketReach.

Nancy Stephen Emails

Found 1 emails

@yahoo.ca

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