Independent Insurance Broker
Current
Mar 2022 - Present
AeroLeads people directory · profile
Emily Huynh Email & Phone Number
Independent Insurance Broker
at
Experior Financial Group
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 100%
Current company
Role
Independent Insurance Broker
Location
Mississauga, Ontario, Canada
Company size
Who is Emily Huynh? Overview
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Quick answer
Emily Huynh is listed as Independent Insurance Broker at Experior Financial Group, a with 561 employees, based in Mississauga, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Emily Huynh.
Emily Huynh previously worked as Senior Financial Advisor at Experior Financial Group and Mortgage Agent at Pegasus Mortgage Lending Center. Emily Huynh holds Certificate Of Honor, Data Analytics from Data Science For All By Correlation One.
Company email context
Email format at Experior Financial Group
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Experior Financial Group
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Profile bio
About Emily Huynh
I dedicate my passion and kindness to clients who commit themselves to achieve their financial goals. If you are working professionals, business owners, and retirees you fit right in. My focus is to design a unique comprehensive financial plan based on the financial resources and dynamic strategies for your specific needs. I work to preserve your wealth and help you to achieve your goals in a tax efficient manner. The unique value I provide is to build a lifetime relationship with each clients, and deliver my services and solutions for every stage of their lives.
Listed skills include Financial Planning, Investment Strategies, Tax Advantaged Investment Strategies, Personal Tax Planning, and 13 others.
Current workplace
Emily Huynh's current company
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Experior Financial Group
6 roles
Emily Huynh work experience
A career timeline built from the work history available for this profile.
Senior Financial Advisor
- Help you to stay focus and follow through your financial goals- Help you to make sound financial decisions where it matters most- Help you to build and protect your wealth and protect your family
Jul 2020 - Mar 2022
Mortgage Agent
We help clients to be prepared for new purchase, to refinance, to invest in rental properties.We work with small business owners, self-employed individuals, new Canadians, and applicants who have challenges to obtain mortgage financing.
Associate Consultant
Investors Group Financial Services Inc.- Support all business development and operations- Review client accounts, execute trade orders, maintain account lists, track client documentation, and explain product, services and strategies to clients directly;- Providing support on financial planning software including the illustration of insurance quotes and the development and updating of written financial reports; - Prepare and present various financial topics to clients and… Show more Investors Group Financial Services Inc.- Support all business development and operations- Review client accounts, execute trade orders, maintain account lists, track client documentation, and explain product, services and strategies to clients directly;- Providing support on financial planning software including the illustration of insurance quotes and the development and updating of written financial reports; - Prepare and present various financial topics to clients and guests- Resolving client issues by investigating problems and developing solutions Show less
Nov 2019 - Feb 2020
Consultant
Investors Group Financial Services Inc. • Prepare presentations and concept pieces for use in implementing financial planning strategies to preserve and protect client's wealth• Develop new client relationships from external prospecting and introduction generated from centers of influence• Meet directly with prospective clients as well as follow up with existing clients to execute strategic concepts and further the client relationship• Help clients to achieve their goals in a… Show more Investors Group Financial Services Inc. • Prepare presentations and concept pieces for use in implementing financial planning strategies to preserve and protect client's wealth• Develop new client relationships from external prospecting and introduction generated from centers of influence• Meet directly with prospective clients as well as follow up with existing clients to execute strategic concepts and further the client relationship• Help clients to achieve their goals in a tax efficient manner• Provide clients the financial resources to realize their goals and stay on track• Support all business development and marketing activities and strategies Show less
Sep 2015 - Nov 2019
Senior Tax Specialist
Sep 2006 - Jan 2015
Team & coworkers
Colleagues at Experior Financial Group
Other employees you can reach at experiorfinancial.com. View company contacts for 561 employees →
SS
Sukhwant Singh
Colleague at Experior Financial GroupDollard-Des-Ormeaux, Quebec, Canada
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TV
Tonbari Vincent Menegbo, Bba, Cifc, Llqp
Colleague at Experior Financial GroupCanada
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TB
Trevor Benner
Colleague at Experior Financial GroupGreater Calgary Metropolitan Area, Canada
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US
Usha Shakya
Colleague at Experior Financial GroupCanada
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DP
Delroy Peart
Colleague at Experior Financial GroupMontreal, Quebec, Canada
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BS
Balvir Singh
Colleague at Experior Financial GroupKitchener, Ontario, Canada
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RE
Robert Elliott
Colleague at Experior Financial GroupToronto, Ontario, Canada
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CS
Clint Singson
Colleague at Experior Financial GroupScarborough, Ontario, Canada
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MB
Marialuz B.
Colleague at Experior Financial GroupUnited States
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CD
Chinu Dhiman
Colleague at Experior Financial GroupBrampton, Ontario, Canada
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Sukhwant Singh
Colleague at Experior Financial GroupDollard-Des-Ormeaux, Quebec, Canada
View →
TV
Tonbari Vincent Menegbo, Bba, Cifc, Llqp
Colleague at Experior Financial GroupCanada
View →
TB
Trevor Benner
Colleague at Experior Financial GroupGreater Calgary Metropolitan Area, Canada
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US
Usha Shakya
Colleague at Experior Financial GroupCanada
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DP
Delroy Peart
Colleague at Experior Financial GroupMontreal, Quebec, Canada
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BS
Balvir Singh
Colleague at Experior Financial GroupKitchener, Ontario, Canada
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RE
Robert Elliott
Colleague at Experior Financial GroupToronto, Ontario, Canada
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CS
Clint Singson
Colleague at Experior Financial GroupScarborough, Ontario, Canada
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MB
Marialuz B.
Colleague at Experior Financial GroupUnited States
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CD
Chinu Dhiman
Colleague at Experior Financial GroupBrampton, Ontario, Canada
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4 education records
Emily Huynh education
Certificate Of Honor, Data Analytics
Bachelor’S Degree, Accounting And Finance - Pt
Business Administration, Financial Planning And Services
Bachelor’S Degree, Business/Commerce, It Management
FAQ
Frequently asked questions about Emily Huynh
Quick answers generated from the profile data available on this page.
What company does Emily Huynh work for?
Emily Huynh works for Experior Financial Group.
What is Emily Huynh's role at Experior Financial Group?
Emily Huynh is listed as Independent Insurance Broker at Experior Financial Group.
Where is Emily Huynh based?
Emily Huynh is based in Mississauga, Ontario, Canada while working with Experior Financial Group.
What companies has Emily Huynh worked for?
Emily Huynh has worked for Experior Financial Group, Pegasus Mortgage Lending Center, Ig Wealth Management, and Bmo Financial Group.
Who are Emily Huynh's colleagues at Experior Financial Group?
Emily Huynh's colleagues at Experior Financial Group include Sukhwant Singh, Tonbari Vincent Menegbo, Bba, Cifc, Llqp, Trevor Benner, Usha Shakya, and Delroy Peart.
How can I contact Emily Huynh?
You can use AeroLeads to view verified contact signals for Emily Huynh at Experior Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Emily Huynh attend?
Emily Huynh holds Certificate Of Honor, Data Analytics from Data Science For All By Correlation One.
What skills is Emily Huynh known for?
Emily Huynh is listed with skills including Financial Planning, Investment Strategies, Tax Advantaged Investment Strategies, Personal Tax Planning, Estate Tax Planning, Estate Planning, Risk Management, and Insurance.
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