Steve Pfp Email & Phone Number
Financial Planner @ Scotiabank
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Steve Pfp Location
- Waterloo, ON, CA
Steve Pfp Work
- 2017 -now Financial Planner @
- 2016 -2017 Investment Advisor and Associate @
- 2014 -2016 Financial planner - Investment and Retirement Planning @
- 2013 -2014 Financial Services Manager @
- 2013 -2013 Customer Service Representative @
Steve Pfp Education
- Wilfrid Laurier University 2007-2012
- Canadian Securities Institute
Wealth Management Essentials
- Canadian Securities Institute
Financial Planning II
- Canadian Securities Institute
Financial Planning I
- Canadian Securities Institute
Conduct and Practices Handbook Course (CPH)
- Canadian Securities Institute
Personal Financial Services Advice Course (PFSA)
- Canadian Securities Institute
Canadian Securities Course
- LLQP
Life Licence Qualification Program (LLQP)
Steve Pfp Skills
- Financial Services
- Mutual Funds
- Banking
- Portfolio Management
- Financial Planning
- Wealth Management
- Credit
- Customer Service
- Leadership
- Management
- Microsoft Office
- Team Leadership
- Investment Advisory
Steve Pfp Summary
- Steve Pfp, based in Waterloo, ON, CA, is currently a Financial Planner at Scotiabank. Steve Pfp brings experience from previous roles at BMO Nesbitt Burns and BMO Financial Group. Steve Pfp holds a 2007 - 2012 Wilfrid Laurier University. With a robust skill set that includes Financial Services, Mutual Funds, Banking, Portfolio Management, Financial Planning and more. Steve Pfp has 1 emails and 1 mobile phone numbers on RocketReach.
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Steve Pfp
Financial Planner
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