Aaron Menon, Cfp®️ work email
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Aaron Menon, Cfp®️ personal email
Aaron Menon, Cfp®️ is a Managing Partner at Trilogy Wealth. He possess expertise in leadership, marketing strategy, strategic planning, time management, business strategy and 15 more skills. Colleagues describe him as "Aaron's involvement within the Asper School of Business has without question made a huge impact on the overall business student experience at the University of Manitoba. He has led one of Asper's largest student groups on campus, the University of Manitoba Investment Group, along with a long list of positions held on various committee and student groups. Aaron has been an active member of the university community while improving it in any way that he could. Aaron is the first… Show more" and "I've had the pleasure of knowing Aaron well for most of my undergraduate degree. In this time, I have seen first hand his ability to transform organizations and inspire individuals. For Aaron, hard work, passion for life and an appreciation for giving back are fundamental attributes that each person must possess, and he exemplifies all three. He loves to learn and to teach- so much so he's travelling to Europe to teach English while he learns about the culture and business… Show more"
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Managing PartnerTrilogy WealthCanada -
Associate PartnerHowe Harrell & Associates Oct 2021 - PresentCanada -
Wealth AdvisorHowe Harrell & Associates Jun 2019 - PresentWinnipeg, Canada AreaI work as a Financial Advisor alongside a high-performing team of wealth management, risk planning, and group solutions experts. We have a proven reputation working with business owners and executives, as well as built-out strategic programs for high-performing young individuals finding success early in their careers.Upon a thorough understanding of clients' goals, personal circumstances, needs, and lifestyle desires, we take a team-based approach to defining wealth with our clients… Show more I work as a Financial Advisor alongside a high-performing team of wealth management, risk planning, and group solutions experts. We have a proven reputation working with business owners and executives, as well as built-out strategic programs for high-performing young individuals finding success early in their careers.Upon a thorough understanding of clients' goals, personal circumstances, needs, and lifestyle desires, we take a team-based approach to defining wealth with our clients. Services to our clients include, and are not limited to:- Personal and Corporate Investment Reviews and Planning- Personal and Business Financial Plan creation- Insurance and Risk Planning- Corporate Planning & Group Benefits- Succession Planning- Advanced Tax and Estate Planning Show less
Aaron Menon, Cfp®️ Skills
Aaron Menon, Cfp®️ Education Details
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Dean'S Honour List
Frequently Asked Questions about Aaron Menon, Cfp®️
What company does Aaron Menon, Cfp®️ work for?
Aaron Menon, Cfp®️ works for Trilogy Wealth
What is Aaron Menon, Cfp®️'s role at the current company?
Aaron Menon, Cfp®️'s current role is Managing Partner.
What is Aaron Menon, Cfp®️'s email address?
Aaron Menon, Cfp®️'s email address is aa****@****hhaa.ca
What schools did Aaron Menon, Cfp®️ attend?
Aaron Menon, Cfp®️ attended University Of Manitoba.
What skills is Aaron Menon, Cfp®️ known for?
Aaron Menon, Cfp®️ has skills like Leadership, Marketing Strategy, Strategic Planning, Time Management, Business Strategy, Microsoft Excel, Public Speaking, Financial Analysis, Management Consulting, Networking, Marketing, Contract Negotiation.
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