Brian Mccreery

Brian Mccreery Email and Phone Number

President at Caldwell Insurance Services Ltd. @ Caldwell Securities Ltd.
toronto, ontario, canada
Brian Mccreery's Location
Toronto, Ontario, Canada, Canada
Brian Mccreery's Contact Details

Brian Mccreery work email

Brian Mccreery personal email

n/a
About Brian Mccreery

Specialties: Investment Management,Group Benefit Plans,Life & Living Benefit Insurance,Individual & Group RRSP's,DPSP's,TFSA's,RESP's,Segergated Funds,Individual & Group Annuities,Individual Pension Plans (IPP's),Finanical Planning,Travel Insurance

Brian Mccreery's Current Company Details
Caldwell Securities Ltd.

Caldwell Securities Ltd.

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President at Caldwell Insurance Services Ltd.
toronto, ontario, canada
Employees:
37
Brian Mccreery Work Experience Details
  • Caldwell Insurance Services Ltd.
    President
    Caldwell Insurance Services Ltd. Mar 2018 - Present
    150 King St. West, Suite 1702, Toronto Ontario M5H 1J9
  • Caldwell Insurance Services Ltd.
    Vice President
    Caldwell Insurance Services Ltd. Aug 2008 - Mar 2018
    150 King St. West, Suite 1702 Toronto, Ontario M5H 1J9
    Purchasing life insurance could be the most important step you take to protect your family’s future. When you die, having the right amount of life insurance protection will provide your family with a future that is financially secure.Caldwell Insurance Services Ltd. has been helping families and businesses plan for their future and the future of those they care about for over 15 years. With a service oriented, knowledgeable staff representing a strong group of insurers, Caldwell Insurance Services Ltd. is ideally positioned to assist you and all your financial planning needs.Just like there are no two finger prints the same, there are no two people with the same financial needs and goals. As a Caldwell Insurance Services Ltd. representative I will work with you and develop a plan that meets your specific needs and goals.Insurance services covered at Caldwell Insurance Services Ltd.:Individual Life, Living Benefit and Health & Dental PlansBusiness InsuranceGroup Benefit PlansFinancial PlanningIndividual and Group AnnuitiesTravel Insurance
  • Caldwell Securities Ltd.
    Portfolio Manager, Cim, Fcsi
    Caldwell Securities Ltd. Oct 2004 - Present
    Toronto, Canada Area
    Portfolio Manager, CIM, FCSIRegulated by the Investment Industry Regulatory Organization of Canada & Member of the Canadian Investor Protection Fund
  • Yamaha Motor Canada Ltd.
    District Sales Manager
    Yamaha Motor Canada Ltd. 2001 - 2004
    Toronto, Canada Area
  • Yamaha Motor Canada Ltd.
    Product Manager
    Yamaha Motor Canada Ltd. 1998 - 2001
    Toronto, Canada Area
  • Yamaha Motor Canada Ltd.
    Sales & Marketing Assistant
    Yamaha Motor Canada Ltd. 1996 - 1998
    Toronto, Canada Area

Brian Mccreery Skills

Mutual Funds Investments Strategic Financial Planning Insurance Strategic Planning Investment Management Fixed Annuities Investment Advisory Sales Management Business Development Portfolio Management New Business Development Finance Life Insurance Asset Management Financial Planning Wealth Management Investment Strategies Securities Estate Planning Asset Allocation Equities Retirement Planning Travel Insurance Employee Benefits Retirement Bonds Alternative Investments

Brian Mccreery Education Details

Frequently Asked Questions about Brian Mccreery

What company does Brian Mccreery work for?

Brian Mccreery works for Caldwell Securities Ltd.

What is Brian Mccreery's role at the current company?

Brian Mccreery's current role is President at Caldwell Insurance Services Ltd..

What is Brian Mccreery's email address?

Brian Mccreery's email address is bm****@****ies.com

What schools did Brian Mccreery attend?

Brian Mccreery attended University Of Guelph, Humberview Secondary School.

What are some of Brian Mccreery's interests?

Brian Mccreery has interest in Children, Hockey And Figure Skating Dad, Scuba Diving, Travel, Snow And Water Skiing.

What skills is Brian Mccreery known for?

Brian Mccreery has skills like Mutual Funds, Investments, Strategic Financial Planning, Insurance, Strategic Planning, Investment Management, Fixed Annuities, Investment Advisory, Sales Management, Business Development, Portfolio Management, New Business Development.

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