Brett Volpe Ba Clu Chs Ris Email and Phone Number
Brett Volpe Ba Clu Chs Ris work email
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Brett Volpe Ba Clu Chs Ris personal email
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.
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Financial PlannerInvestia Financial Services Sep 2022 - Present -
Co-Owner & Financial PlannerVolpe Financial Solutions May 2017 - Present446 Reynolds St. Oakville, On - L6J 3M4Our 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 -
PresidentB.Volpe Financial Solutions Inc. May 2011 - May 2017277 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 Dominion SecuritiesRbc Wealth Management Jan 2010 - May 2011Financial Analyst- Compiled and presented branch metrics to senior security VP's -
Senior Franchise ManagerCollege 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
Brett Volpe Ba Clu Chs Ris Education Details
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Political Science & Business
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?
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What schools did Brett Volpe Ba Clu Chs Ris attend?
Brett Volpe Ba Clu Chs Ris attended The University Of Western Ontario.
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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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