Brett Volpe Ba Clu Chs Ris

Brett Volpe Ba Clu Chs Ris Email and Phone Number

Financial Planner @ Investia Financial Services
canada
Brett Volpe Ba Clu Chs Ris's Location
Oakville, Ontario, Canada, Canada
Brett Volpe Ba Clu Chs Ris's Contact Details

Brett Volpe Ba Clu Chs Ris work email

Brett Volpe Ba Clu Chs Ris personal email

n/a
About Brett Volpe Ba Clu Chs Ris

Experienced broker with a demonstrated history of working in the financial services industry. Skilled in Wealth Accumulation, Retirement Planning, Estate Planning, Financial Advisory, and Life Insurance. Strong business development professional with a BA Political Science & Business focused in Political Science & Business from The University of Western Ontario.

Brett Volpe Ba Clu Chs Ris's Current Company Details
Investia Financial Services

Investia Financial Services

View
Financial Planner
canada
Website:
investia.ca
Employees:
512
Brett Volpe Ba Clu Chs Ris Work Experience Details
  • Investia Financial Services
    Financial Planner
    Investia Financial Services Sep 2022 - Present
  • Volpe Financial Solutions
    Co-Owner & Financial Planner
    Volpe Financial Solutions May 2017 - Present
    446 Reynolds St. Oakville, On - L6J 3M4
    Our family-owned brokerage focuses on finding an ideal insurance and investment solution to fit your personal or corporate needs. We strive to deliver service that is over and above your expectations.Life InsuranceCorporate Retirement PlanningPersonal Financial PlanningDigital FinanceGroup BenefitsWealth ManagementTax Planning
  • B.Volpe Financial Solutions Inc.
    President
    B.Volpe Financial Solutions Inc. May 2011 - May 2017
    277 Lakeshore Rd E.
    B.Volpe Financial Solutions Inc.I will work closely with you to fully understand your specific situation and goals. Based on your needs, I’ll help you make informed financial choices to build your savings and protect what you save against unexpected events; and to prepare financially for the future.- Protect your family from the unexpected. - Build & protect your savings. - Build your plan for the future. - Protect your health care options. - Save for your goals...whatever they may beGroup Benefits partner - OGS - Ontario Group Solutions- We are committed to providing expert Group Benefit and Pension advice, while also offering a valuable service to all of our clients and their employees. Ontario Group Solutions strives to deliver the best customer service. We know that each of our clients are unique and require plans that are customized to fit their specific needs. At Ontario Group Solutions, we have built strong relationships with top group benefit and pension providers in Canada. This allows us to effectively leverage our relationship to negotiate renewals which can maximize the potential of our client’s budgets. *www.ontariogoupsolutions.ca
  • Rbc Wealth Management
    Rbc Dominion Securities
    Rbc Wealth Management Jan 2010 - May 2011
    Financial Analyst- Compiled and presented branch metrics to senior security VP's
  • College Pro
    Senior Franchise Manager
    College Pro Jan 2007 - Jan 2009
    - Produced over $300,000 worth of business over 3 summers- Manage Crew of 15 Painters- Rookie of the year award 2007- Quality manager award 2008

Brett Volpe Ba Clu Chs Ris Skills

Holistic Financial Planning Retirement Planning Protection Wealth Management Retirement Estate Planning Mutual Funds Strategic Financial Planning Financial Planners Wealth Fixed Annuities Financial Advisory Investments Wealth Accumulation Portfolio Management Financial Planning

Brett Volpe Ba Clu Chs Ris Education Details

Frequently Asked Questions about Brett Volpe Ba Clu Chs Ris

What company does Brett Volpe Ba Clu Chs Ris work for?

Brett Volpe Ba Clu Chs Ris works for Investia Financial Services

What is Brett Volpe Ba Clu Chs Ris's role at the current company?

Brett Volpe Ba Clu Chs Ris's current role is Financial Planner.

What is Brett Volpe Ba Clu Chs Ris's email address?

Brett Volpe Ba Clu Chs Ris's email address is br****@****ife.com

What schools did Brett Volpe Ba Clu Chs Ris attend?

Brett Volpe Ba Clu Chs Ris attended The University Of Western Ontario.

What skills is Brett Volpe Ba Clu Chs Ris known for?

Brett Volpe Ba Clu Chs Ris has skills like Holistic Financial Planning, Retirement Planning, Protection, Wealth Management, Retirement, Estate Planning, Mutual Funds, Strategic Financial Planning, Financial Planners, Wealth, Fixed Annuities, Financial Advisory.

Who are Brett Volpe Ba Clu Chs Ris's colleagues?

Brett Volpe Ba Clu Chs Ris's colleagues are Robin Lindsay, Delphine Lee, Michael Leblanc, Jean-Bernard Proulx, Louise Farrell, Michael Short, Katherine Chamberland.

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