Sam Lichtman's Location
London, ON, CA
Sam Lichtman's Work
- Co-Founder @ Achieve Wealth Management
- Financial Advisor @ Portfolio Strategies Corporation
- Certified Financial Planner @ Investors Group Financial Services
- Financial Advisor @ Conexus Credit Union
- Operations Support Officer @ Conexus Credit Union
- Financial Services Representative @ Conexus Credit Union
Sam Lichtman's Education
- Canadian Institute of Financial Planning2014 - 2018
- Regina Christian School2010 - 2012
- University of Regina
(Business)
Sam Lichtman's Skills
- Leadership
- Customer Service
- Sales
- Banking
- Retail Banking
- Financial Services
- Credit
- Finance
- Risk Management
- Team Building
Sam Lichtman's Summary
Sam Lichtman, based in London, ON, CA, is currently a Co-Founder at Achieve Wealth Management, bringing experience from previous roles at Portfolio Strategies Corporation, Investors Group Financial Services and Conexus Credit Union. Sam Lichtman holds a 2014 - 2018 Canadian Institute of Financial Planning. With a robust skill set that includes Leadership, Customer Service, Sales, Banking, Retail Banking and more, Sam Lichtman contributes valuable insights to the industry. Sam Lichtman has 1 email on RocketReach.
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