Paul Davis Email
Financial Advisor @ Investia Services Financiers Inc. / Investia Financial Services Inc.
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Paul Davis Location
- Hamilton, ON, CA
Paul Davis Work
- 2021 - now Financial Advisor @
- 2020 - now Financial Advisor @ Lionspoint Financial Services
- 2008 - 2020 Financial Advisor @ Desjardins Financial Security Independent Network
- 2008 - 2020 Financial Advisor @ Desjardins Financial Security Investments Inc
Paul Davis Education
- Fanshawe College
(Hospitality)
2001 - 2003 - LDSS 1994 - 1997
Paul Davis Skills
- Financial Risk
- Risk Management
- Insurance
- Asset Managment
- Life Transitions
- Term Life Insurance
- Permanent Life Insurance
- Retirement Planning
- Portfolio Management
- Mortgage Insurance
- RRSP
- TFSA
- Leveraged Finance
- RRSP Loans
- Asset Management
- Team Building
- Mutual Funds
- Wealth
- Marketing
- Marketing Strategy
- Critical Illness
- Public Speaking
- Customer Service
- Small Business
- Financial Planners
- Strategic Planning
- Investments
- Leadership
- Finance
- Social Media
- Entrepreneurship
- Event Planning
- Social Networking
- Social Media Marketing
- Event Management
- Wealth Management
- Sales Management
- Coaching
- Management
- Team Leadership
- Negotiation
- Public Relations
- Microsoft Office
- Time Management
- Marketing Communications
- Business Planning
- Financial Services
- Financial Analysis
- Strategy
- Online Marketing
- Microsoft Excel
- Financial Reporting
- Project Management
Paul Davis Summary
- Paul Davis, based in Hamilton, ON, CA, is currently a Financial Advisor at Investia Financial Services. Paul Davis brings experience from previous roles at Lionspoint Financial Services, Desjardins Financial Security Independent Network and Desjardins Financial Security Investments Inc. Paul Davis holds a 2001 - 2003 Fanshawe College. With a robust skill set that includes Financial Risk, Risk Management, Insurance, Asset Managment, Life Transitions and more. Paul Davis has 1 emails on RocketReach.
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Top Investia Services Financiers Inc. / Investia Financial Services Inc. Employees
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