John Kioussis Email & Phone Number
@yvisionfinancial.com
4 phones found area 514
LinkedIn matched
Who is John Kioussis? Overview
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John Kioussis is listed as Wealth and Investment Advisor | Let's leave less to chance, build a roadmap and secure your financial goals| Expanding the investor toolkit at CI Assante Wealth Management, a with 961 employees, based in Laval, Quebec, Canada. AeroLeads shows a work email signal at yvisionfinancial.com, phone signal with area code 514, and a matched LinkedIn profile for John Kioussis.
John Kioussis previously worked as Wealth and Investment Advisor at Ci Assante Wealth Management and Wealth Management Advisor at Scotiamcleod. John Kioussis holds Bachelor In Electrical Engineering, Electrical And Electronics Engineering, Not Completed ; But Thomas Edison Never Attended High School And College Either from École De Technologie Supérieure.
Email format at CI Assante Wealth Management
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AeroLeads found 2 current-domain work email signals for John Kioussis. Compare company email patterns before reaching out.
About John Kioussis
Conformity is the jailer of freedom and the enemy of growth. ~John F. KennedyWhile in pursuit of progress in my chosen field of, #investmentmanagement, I've been blessed with opportunities to expand my level of awareness, to better serve my clients.I like to challenge the "status quo", and with 10 years of experience, my curiosity has allowed me to keep learning every day.I've helped family office clients, worked with leading equity firms, and kept my ear for private markets/ alternatives as new asset allocation models evolve in time. Open communication and honest relationships are at the core of #myvalues.
Listed skills include Customer Service, Insurance, Negotiation, Sales, and 23 others.
John Kioussis's current company
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John Kioussis work experience
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Role listed
Wealth Management Advisor
Personal Banking And Investment Specialist
President
YVision Financial is an independent firm focused on individual insurance and investments.
Financial Security Advisor- Insurance And Investments
➠➠➠ Financial Security Advisor• Provide service to clients' changing insurance needs by advising on life, health, and disability insurance.• Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan for financial security within an insurance product portfolio.• Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives within an insurance product portfolio.• Conducting in-depth reviews of clients' financial circumstances, current provision and future aims for insurance coverage.• Complete coverage by delivering policy; planning future follow-up visits and evaluations of needs for insurance.• Business Owner Partnership Insurance.➠➠➠ Investment Representative• Review a client's investment goals, levels of disposable income and employment history and recommend strategies that fit the client's profile.• Sizing client's risk tolerance and time horizon of investments.• Keep clients up-to-date with current investment products and markets.• Track and translate investment performance and make recommendations• Retirement Planning• Tax efficiency using available products in: RRSP, TFSA and Participating Insurance Policy accounts.
Account Manager
Xtronics allowed me to see my previous career from another angle, I was now out of distribution and was an agent representing the manufacturers direct.This is where I learned time management and how to focus my energy on long term projects.I learned that a sales pipeline needs a balance of volume and large transactions which is what creates consistent results! This has helped me keep my existing business in growth and allocate my time wisely to serve my growing clientele.
External Sales Representative
Maintained and developed the existing and new territories assigned.This is where I got a taste of sales... knocked on company doors till my knuckles bled (not literally speaking) With a stack of my business cards stapled to my line cards, I walked into every company I could see fit. This is where I learned how to negotiate for my clients, conduct meetings with owners and management as well as growing my relationships with our manufacturer's representatives.Definitely the building block of my career so far..shot out to Serge Lortie for giving me the opportunity!
Colleagues at CI Assante Wealth Management
Other employees you can reach at assante.com. View company contacts for 961 employees →
Sanjana Ahmed
Colleague at Ci Assante Wealth ManagementCanada
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Shane Smallwood
Colleague at Ci Assante Wealth ManagementGreater Toronto Area, Canada
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Amanda Sloan
Colleague at Ci Assante Wealth ManagementVancouver, British Columbia, Canada
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Dan Lindsay
Colleague at Ci Assante Wealth ManagementCourtenay, British Columbia, Canada
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Aaron Migie Cfp Fma
Colleague at Ci Assante Wealth ManagementGreater Winnipeg Metropolitan Area, Canada
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Brendan Green
Colleague at Ci Assante Wealth ManagementWinnipeg, Manitoba, Canada
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Rod Loftus/Wallace
Colleague at Ci Assante Wealth ManagementPembroke, Ontario, Canada
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Jamie Hancock
Colleague at Ci Assante Wealth ManagementBritish Columbia, Canada
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Mike Bujold, Cim®
Colleague at Ci Assante Wealth ManagementQuébec, Quebec, Canada
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Maxine Chong
Colleague at Ci Assante Wealth ManagementToronto, Ontario, Canada
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John Kioussis education
Bachelor In Electrical Engineering, Electrical And Electronics Engineering, Not Completed ; But Thomas Edison Never Attended High School And College Either
Dec - Industrial Electronics Technologist, Industrial Electronics Engineering
Insurance Of Persons - Individual Life , Disability And Critical Illness, Insurance
Mutual Funds License
Frequently asked questions about John Kioussis
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What company does John Kioussis work for?
John Kioussis works for CI Assante Wealth Management.
What is John Kioussis's role at CI Assante Wealth Management?
John Kioussis is listed as Wealth and Investment Advisor | Let's leave less to chance, build a roadmap and secure your financial goals| Expanding the investor toolkit at CI Assante Wealth Management.
What is John Kioussis's email address?
AeroLeads has found 2 work email signals at @yvisionfinancial.com for John Kioussis at CI Assante Wealth Management.
What is John Kioussis's phone number?
AeroLeads has found 4 phone signal(s) with area code 514 for John Kioussis at CI Assante Wealth Management.
Where is John Kioussis based?
John Kioussis is based in Laval, Quebec, Canada while working with CI Assante Wealth Management.
What companies has John Kioussis worked for?
John Kioussis has worked for Ci Assante Wealth Management, Cibc Wood Gundy, Scotiamcleod, Scotiabank, and Yvision Financial Services Inc..
Who are John Kioussis's colleagues at CI Assante Wealth Management?
John Kioussis's colleagues at CI Assante Wealth Management include Sanjana Ahmed, Shane Smallwood, Amanda Sloan, Dan Lindsay, and Aaron Migie Cfp Fma.
How can I contact John Kioussis?
You can use AeroLeads to view verified contact signals for John Kioussis at CI Assante Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did John Kioussis attend?
John Kioussis holds Bachelor In Electrical Engineering, Electrical And Electronics Engineering, Not Completed ; But Thomas Edison Never Attended High School And College Either from École De Technologie Supérieure.
What skills is John Kioussis known for?
John Kioussis is listed with skills including Customer Service, Insurance, Negotiation, Sales, Retirement Planning, New Business Development, Disability Insurance, and Investments.
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