Bob Stewart

Bob Stewart Email and Phone Number

Dedicated financial services professional I Efficiency and innovation advocate I Partner for success @ Investia Financial Services
canada
Bob Stewart's Location
Canada, Canada
Bob Stewart's Contact Details

Bob Stewart work email

Bob Stewart personal email

n/a
About Bob Stewart

I'm a financial services manager who enjoys coaching best practices. I specialize in compliance consulting and supervision. I’m always learning and looking for ways to improve.Company disclosure: The following opinions are solely my own.

Bob Stewart's Current Company Details
Investia Financial Services

Investia Financial Services

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Dedicated financial services professional I Efficiency and innovation advocate I Partner for success
canada
Website:
investia.ca
Employees:
512
Bob Stewart Work Experience Details
  • Investia Financial Services
    Corporate Branch Manager
    Investia Financial Services Sep 2009 - Present
    Stratford, Ontario, Canada
    View
  • Hsbc
    Account Executive
    Hsbc Mar 2008 - Jun 2009
    Waterloo, Ontario Canada
    View
  • Freedom 55 Financial
    Financial Security Advisor
    Freedom 55 Financial Aug 2007 - Mar 2008
    Kitchener, Ontario Canada
    View
  • Sun Life
    Business Expert, Distribution Compensation
    Sun Life Mar 2007 - Aug 2007
    Waterloo, Ontario, Canada
    View
  • Sun Life
    Consultant, Advisor Business Organizations
    Sun Life Aug 2005 - Mar 2007
    Waterloo, Ontario, Canada
    View
  • Sun Life Financial
    Regional Compliance Analyst
    Sun Life Financial May 2004 - Aug 2005
    Waterloo, Ontario Canada
    View

Bob Stewart Skills

Mutual Funds Financial Services Wealth Management Insurance Investments Risk Management Securities Financial Advisory Wealth Finance Retirement Planning Management Retirement Customer Service Portfolio Management Asset Management Financial Planning Critical Illness Financial Planners Building Relationships Investment Strategies Financial Risk Sales Training Relationship Management Disability Insurance Compliance Life Insurance Fixed Annuities Long Term Care Wealth Management Services Loans Asset Allocation Business Relationship Management Project Planning Advisor Business Organizations Estate Planning Strategic Financial Planning Personal Finance Term Life Insurance Segregated Funds Resp Microsoft Excel Microsoft Word Supervisory Skills Univeris Organization Skills Coaching Project Management

Bob Stewart Education Details

  • Canadian Securities Institute
    Canadian Securities Institute
    Cco Chief Compliance Officer
  • Canadian Securities Institute
    Canadian Securities Institute
    Csc Canadian Securities Course
  • Canadian Securities Institute
    Canadian Securities Institute
    Wme Wealth Management Essentials
  • Canadian Securities Institute
    Canadian Securities Institute
    Pfp Professional Financial Planning
  • Fleming College
    Fleming College
    Diploma
    View
  • Ifse Institute
    Ifse Institute
    Branch Manager
    View
  • Llqp
    Llqp
    Life License Qualification Program
  • University Of Waterloo
    University Of Waterloo
    Accounting / English
    View

Frequently Asked Questions about Bob Stewart

What company does Bob Stewart work for?

Bob Stewart works for Investia Financial Services

What is Bob Stewart's role at the current company?

Bob Stewart's current role is Dedicated financial services professional I Efficiency and innovation advocate I Partner for success.

What is Bob Stewart's email address?

Bob Stewart's email address is rl****@****ahoo.ca

What schools did Bob Stewart attend?

Bob Stewart attended Canadian Securities Institute, Canadian Securities Institute, Canadian Securities Institute, Canadian Securities Institute, Fleming College, Ifse Institute, Llqp, University Of Waterloo.

What are some of Bob Stewart's interests?

Bob Stewart has interest in Poverty Alleviation, Children, Health.

What skills is Bob Stewart known for?

Bob Stewart has skills like Mutual Funds, Financial Services, Wealth Management, Insurance, Investments, Risk Management, Securities, Financial Advisory, Wealth, Finance, Retirement Planning, Management.

Who are Bob Stewart's colleagues?

Bob Stewart's colleagues are Robin Lindsay, Dominic Desbiens, Pierre-Olivier Tremblay Pl. Fin., Omer Khalil, Cim, Robert Martin, Bun Nou, Steve Beauregard.

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