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Paulo LABRANCHE

OAKVILLE

En résumé

Mes compétences :
Banking
Consolidation
dental
Disability insurance
Financial Planning
Insurance
Mortgages
Planning
Security

Entreprises

  • Freedom 55 Financial - Financial Security Advisor

    2007 - maintenant My clients have the comfort of knowing their interests and needs come first. By using an investment and financial security planning process that is supported by the fundamental principles of diversification, asset allocation, dollar-cost averaging and maintaining their long-term focus, I can help them build a plan to fit their needs at every stage of life.

    As a financial security advisor, I can provide financial solutions to your needs including: Individual life insurance, Participating, Term Universal life, Segregated funds, Mutual funds, RRSPs, RESPs, Annuities, RRIFs and LIFs, Individual disability insurance, Individual critical illness insurance, Individual health and dental insurance, Business insurance, Key person insurance, Business continuation, Buy/sell agreements, Group insurance, Group retirement plans, Mortgages and Banking solutions
  • FNF Canada - Assistant Marketing & Sales Coordinator (contract)

    2006 - 2006 Development of sales presentations, packages and collateral
  • Tall Poppy Advertising & Design - Business Development

    2005 - 2006 Sales, Membership Services, Marketing, Business Relationships
  • Canadian Nursery Landscape Association - Administrative Assistant

    2002 - 2004 Bookkeeping, Accounting, Executive Assistant, Marketing, Membership Support

Formations

  • Royal Roads University

    2004 - 2005 B.Comm, Entrepreneurial Management

    Activities and Societies: Social committee, case competition (logistics), stock challenge game (2nd place), rowing team
  • Humber College (Toronto, Ontario)

    Toronto, Ontario 1999 - 2002 Diploma, Business Administration

    Activities and Societies: Social Committee
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