Frank Cavallo

Frank Cavallo Email and Phone Number

Financial Advisory Services by Frank Cavallo, C.F.P. at INVESTIA FINANCIAL SERVICES INC. and HOLLIS INSURANCE. @
Frank Cavallo's Location
Oakville, Ontario, Canada, Canada
About Frank Cavallo

Frank Cavallo is a Financial Advisory Services by Frank Cavallo, C.F.P. at INVESTIA FINANCIAL SERVICES INC. and HOLLIS INSURANCE. at INVESTIA FINANCIAL SERVICES INC. and HOLLIS INSURANCE.. He possess expertise in retirement planning, investments, insurance, portfolio management, pensions and 16 more skills. He is proficient in Italian and English.

Frank Cavallo's Current Company Details
INVESTIA FINANCIAL SERVICES INC. and HOLLIS INSURANCE.

Investia Financial Services Inc. And Hollis Insurance.

Financial Advisory Services by Frank Cavallo, C.F.P. at INVESTIA FINANCIAL SERVICES INC. and HOLLIS INSURANCE.
Frank Cavallo Work Experience Details
  • Investia Financial Services Inc. And Hollis Insurance.
    Financial Advisory Services By Frank Cavallo, C.F.P.
    Investia Financial Services Inc. And Hollis Insurance. Dec 2014 - Present
    Oakville, Ontario Canada
  • Ten Star Financial Inc. And Ten Star Insurance Brokers Inc.
    Certified Financial Planner
    Ten Star Financial Inc. And Ten Star Insurance Brokers Inc. Jan 2011 - Dec 2014
    Oakville, Ontario, Canada
    Design, contstruct, implement, review and revise financial road maps for commercial and retail clients and their families.
  • Bmo Investments Inc. And Bmo Bank Of Montreal
    Certified Financial Planner, Investment And Retirement Planning
    Bmo Investments Inc. And Bmo Bank Of Montreal 2000 - 2011
    Oakville, Mississauga, Port Credit And Belleville Ontario
    Advised clients on investment portfolios and retirement planning.Directed clients in matters of Pension Rollovers, Severances, Non-Registered and Registered Portfolio Construction, Taxation Issues and Estate Planning.
  • Templeman, Menninga Llp, Barristers, Solicitors & Trademark
    Litigation Assistant
    Templeman, Menninga Llp, Barristers, Solicitors & Trademark 1994 - 2000
    Belleville, On
    Filed and litigated claims on behalf of clients in Small Claims Courts of Ontario.Filed and litigated Tenant/Landlord applications on behalf of landlords in the Province of Ontario.Assisted solicitors by locating witnesses, service of documents, filings and document preparations on litigation files.Collect on outstanding Accounts Receivables.

Frank Cavallo Skills

Retirement Planning Investments Insurance Portfolio Management Pensions Employee Benefits Tax Certified Financial Planner Sales Group Rrsp Group Benefits Etf Investments Investment Plan Type Integration Resp Risk Managment Life Insurance Critical Illness Insurance Disability Insurance Key Person Insurance Buy Sell Agreement Insurance Medical Insurance Mortgage Insurance

Frank Cavallo Education Details

Frequently Asked Questions about Frank Cavallo

What company does Frank Cavallo work for?

Frank Cavallo works for Investia Financial Services Inc. And Hollis Insurance.

What is Frank Cavallo's role at the current company?

Frank Cavallo's current role is Financial Advisory Services by Frank Cavallo, C.F.P. at INVESTIA FINANCIAL SERVICES INC. and HOLLIS INSURANCE..

What schools did Frank Cavallo attend?

Frank Cavallo attended Canadian Securities Institute, Loyalist College, Seneca College Of Applied Arts And Technology, Humber College, Langstaff Secondary School, York University.

What are some of Frank Cavallo's interests?

Frank Cavallo has interest in Member Of Rotary International, Oakville Trafalgar To January 2013.

What skills is Frank Cavallo known for?

Frank Cavallo has skills like Retirement Planning, Investments, Insurance, Portfolio Management, Pensions, Employee Benefits, Tax, Certified Financial Planner, Sales, Group Rrsp, Group Benefits, Etf Investments.

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