Ziad Azzi Email & Phone Number
Financial Planner @ Sun Life Financial
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Ziad Azzi Location
- Pickering, ON, CA
Ziad Azzi Work
- Financial Planner @ (June 2010 - Present)
- Business Development Partner @ (January 2020 - October 2021)
- Manager @ (June 1999 - January 2020)
- Advisor @ (June 1999 - June 2015)
- Business Director @ Healthy Smart Solutions (May 2011 - December 2014)
Ziad Azzi Education
- CIEPS
EPC (Elder Planning Councelor)
2018-2018 - Algonquin College of Applied Arts and Technology
CFP (Certified Financial Planner)
2008-2010 - Université du Québec en Outaouais
Bachelor of Business Administration (B.B.A.) (Business, Management, Marketing, and Related Support Services)
1995-1999 - University of Ottawa
Computer Science Program (Computer and Information Sciences and Support Services)
1993-1995 - CIFP
RRC (registered retirement consultant)
Ziad Azzi Skills
- Asset Management
- Business Development
- Business Planning
- Coaching
- Critical Illness
- Customer Service
- Disability Insurance
- Employee Benefits
- Estate Planning
- Finance
- Financial Advisory
- Financial Analysis
- Financial Planning
- Financial Services
- Fixed Annuities
- Health Insurance
- Income Protection
- Insurance
- Investment Advisory
- Investment Strategies
- Investments
- Leadership
- Life Insurance
- Long-term Care
- Management
- Marketing
- Marketing Strategy
- Mutual Funds
- Negotiation
- New Business Development
- Pensions
- Portfolio Management
- Project Management
- Recruiting
- Retirement
- Retirement Planning
- Risk Management
- Sales
- Sales Management
- Small Business
- Strategic Financial Planning
- Strategic Planning
- Team Building
- Team Leadership
- Term Life Insurance
- Training
- Universal Life
- Wealth
- Wealth Accumulation
- Wealth Management
Ziad Azzi Summary
- Ziad Azzi, based in Pickering, ON, CA, is currently a Financial Planner at Sun Life. Ziad Azzi brings experience from previous roles at Sun Life and Healthy Smart Solutions. Ziad Azzi holds a 2018 - 2018 EPC in Elder Planning Councelor @ CIEPS. With a robust skill set that includes Asset Management, Business Development, Business Planning, Coaching, Critical Illness and more. Ziad Azzi has 1 emails and 1 mobile phone numbers on RocketReach.
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