Annie So

Annie So Email and Phone Number

INSURANCE AND INVESTMENT REPRESENTATIVE at Affinity Financial Services Inc @
Annie So's Location
Markham, Ontario, Canada, Canada
Annie So's Contact Details

Annie So personal email

n/a
About Annie So

30year experienced Financial Services Professional with a demonstrated history of working in US and Canadian insurance industry. Skilled in Independent Financial Advice, Retirement Planning, Fixed Annuities, Investment strategies, and Estate Protection Planning. Held over 100 seminars in Ontario and Alberta, especially focus on “Golden 10 Year Seminar" - Retirement Strategic Planning and Tax Free Estate Transfer Strategies.Million Dollar Round Table Member since 1997 and currently MDRT COT member.

Annie So's Current Company Details
Affinity Financial Sevices Inc

Affinity Financial Sevices Inc

INSURANCE AND INVESTMENT REPRESENTATIVE at Affinity Financial Services Inc
Annie So Work Experience Details
  • Affinity Financial Sevices Inc
    Investment And Insurance Advisor
    Affinity Financial Sevices Inc Jun 2016 - Present
    Toronto, Canada Area
    Member of Million Dollar Round Table, Advocis Member since 1994
  • Transpacific Insurance Agency
    Independent Financial Agent
    Transpacific Insurance Agency Oct 2010 - Jun 2017
    4300 Stevens Creek Blvd, Suite 270, San Jose Ca 95129
    Provides clients insurance planning and retirement planning serviceUS insurance wholesaler in Canada
    View
  • Agla
    Financial Service Professional
    Agla Jan 2012 - Aug 2013
    2001 Gateway Place, Suite 201, San Jose Ca 95110
    Individual and Family Financial Planning( Life Insurance, Long Term Care, Disablilty Insurance, Annuities, IRA Accounts etc)Small Business Insurance Planning(Eexecutive Plans/401K etc)Retirement/Pension Planning
  • Prudential Financial
    Financial Professional
    Prudential Financial Aug 2007 - Oct 2010
    Financial Service Professional
    View
  • Prudential Financial
    Financial Service Agent
    Prudential Financial Aug 2007 - Sep 2010
    Suite 600, 1731 Technology Dr, San Jose Ca 95110
    View
  • London Life / Great-West Lifeco Inc
    Financial Products Development Manager
    London Life / Great-West Lifeco Inc Jul 1994 - Aug 1999
    Provides product knowledge & training support to insurance agents at Calgary office
    View

Annie So Skills

Retirement Planning Life Insurance Strategic Financial Planning Fixed Annuities Independent Financial Advice Million Dollar Round Table Financial Services Iras

Annie So Education Details

Frequently Asked Questions about Annie So

What company does Annie So work for?

Annie So works for Affinity Financial Sevices Inc

What is Annie So's role at the current company?

Annie So's current role is INSURANCE AND INVESTMENT REPRESENTATIVE at Affinity Financial Services Inc.

What is Annie So's email address?

Annie So's email address is an****@****ncy.com

What schools did Annie So attend?

Annie So attended The University Of Calgary.

What skills is Annie So known for?

Annie So has skills like Retirement Planning, Life Insurance, Strategic Financial Planning, Fixed Annuities, Independent Financial Advice, Million Dollar Round Table, Financial Services, Iras.

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