Nick Paleos Email & Phone Number
Director, Advisor Partnerships, Advisor Growth and Succession @ IPC Wealth
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Nick Paleos Location
- Montreal, QC, CA
Nick Paleos Work
- Director, Advisor Partnerships, Advisor Growth and Succession @ (November 2025 - Present)
- Director, Advisor Partnerships - Advice Canada @ (June 2022 - Present)
- Regional Account Executive - Advisor Solutions @ (April 2021 - Present)
- Regional Sales Director, Wealth Management, Quebec @ (January 2019 - April 2021)
- Directeur général régional, Gestion du Patrimoine, Québec @ Canada-Vie (January 2019 - April 2021)
- Regional Sales Director - Wealth Management - Great-West and London Life and Canada Life @ Product Solutions Centre (May 2017 - April 2021)
- Regional Director @ (June 2014 - January 2017)
- Leadership Development Manager @ (June 2010 - June 2014)
- Business Development Manager @ Freedom 55 Financial (June 2008 - June 2010)
- Product Manager and Specialist @ (January 1999 - January 2008)
Nick Paleos Education
- HEC Montréal
Bachelor (business administration / Baccalauréat en administration des affaires, Management, business, marketing)
1995-1998 - Université TÉLUQ
Certificat en planification financière
2021
Nick Paleos Skills
- Assurance
- Coaching
- Critical Illness
- Disability Insurance
- Employee Benefits
- Estate Planning
- Financial Planners
- Fixed Annuities
- Generative AI for Sales
- Insurance
- Interpersonal Skill
- Interviewing Skills
- Investissements
- Investments
- Leadership Development
- Life Insurance
- Mutual Funds
- Planification de la retraite
- Retirement
- Retirement Planning
- Skill building
- Strategic Financial Planning
- Term Life Insurance
- Training Facilitation
- Value Creation
- Wealth Management
- strategic negotiation planning
Nick Paleos Summary
- Nick Paleos, based in Montreal, QC, CA, is currently a Director, Advisor Partnerships, Advisor Growth and Succession at IPC Wealth. Nick Paleos brings experience from previous roles at Canada Life and Canada-Vie. Nick Paleos holds a 1995 - 1998 Bachelor in business administration / Baccalauréat en administration des affaires, Management, business, marketing @ HEC Montréal. With a robust skill set that includes Assurance, Coaching, Critical Illness, Disability Insurance, Employee Benefits and more. Nick Paleos has 1 emails and 1 mobile phone numbers on RocketReach.
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