William Macgregor Email and Phone Number
William Macgregor work email
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William Macgregor personal email
I provide clients with a wide range of Financial Products and Services. Here is a list of some:Financial Planning for Estate and RetirementLife insurance products such as life, critical illness, disability, long term care, health and Dental plansInvestments such as GIC's, Mutual Funds, Segragated Funds or Guaranteed Investment FundsFor Business I offerGroup Health PlansGroup Retirement PlansGroup RSP, DPSP, and IPR'sFunding Plans for Buy Sell AgreementsKey person Insurance
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Certified Financial PlannerDesjardins Financial Security Investments Inc. Sep 2004 - PresentI work with clients to develop a full financial plan, dealing with their estate and retirement needs and assist them in finding the right products to achieve their goals. Within Desjardins, I have incorporated my practice, along with my wife and daughter, who are financial advisors as well. Together we bring over 45 years of experience to assist our clients. Mutual funds distributed through Desjardins Financial Security Investments Inc. -
Certified Financial PlannerDesjardins Financial Security Independent Network 2004 - PresentProvide both financial planning services and insurance and investment products for both individuals and businesses
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Certified Financial PlannerSun Life Of Canada 2001 - 2004Ottawa, Canada AreaDeveloping a client base through the introduction of insurance and investment products
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Regional Vice President For Performa InvestmentsStandard Life Of Canada 1999 - 2001Eastern Canada And Atlantic RegionResponsible for the growth and development of sales force and new branches.
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ManagerMutual Life Of Canada 1989 - 1996
William Macgregor Skills
William Macgregor Education Details
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Financial Planners Standards CouncilCertified Financial Planner -
Public Administration -
Physical Education
Frequently Asked Questions about William Macgregor
What company does William Macgregor work for?
William Macgregor works for Desjardins Financial Security Investments Inc.
What is William Macgregor's role at the current company?
William Macgregor's current role is Certified Financial Planner at Desjardins Financial Security Independent Network.
What is William Macgregor's email address?
William Macgregor's email address is bi****@****fsin.ca
What schools did William Macgregor attend?
William Macgregor attended Financial Planners Standards Council, Dalhousie University, Dalhousie University.
What are some of William Macgregor's interests?
William Macgregor has interest in Family, Tennis And Carpentry, Golfing.
What skills is William Macgregor known for?
William Macgregor has skills like Retirement, Strategic Financial Planning, Investments, Disability Insurance, Financial Advisory, Life Insurance, Mutual Funds, Insurance, Long Term Care, Financial Planners, Financial Services, Critical Illness.
Who are William Macgregor's colleagues?
William Macgregor's colleagues are Jacqueline Soong, Cfp®, Clu, Avtar Badasha, Sonia Khadwal, Armand Gozum, Naveen Arneja, Saad Rashid, B. Comm Finance, Julie Sarkis.
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