Giovanni Bitelli Email & Phone Number

Currently on sabbatical leave

Vancouver, Canada Area

Giovanni leveraged his extensive sales success, leadership skills and marketing savvy to perform a key role in the growth, business strategy and leading edge direction for Customplan Financial Advisors. His duties and deliverables include:Increasing Revenues from production base on all risk product salesRecruiting and Development of new Financial Advisors associated with the firmManaging relationship with existing associated AdvisorsManaging contractual relationships with product provider carrier companiesOverall supervision of company operationsCompliance and supervisionThe company's operations involve the distribution, through a large network of independent associate Advisors and Brokerage firms, of financial strategies and products such as:Financial planningWealth managementInvestmentsRetirement planningEstate planningLife InsuranceDisability insuranceCritical Illness Insurance

Vancouver

Giovanni's title change at CF reflects his increased level of responsibility and decision making for the Company. Giovanni works closely with Neel Anand, CF's new President & CEO, as well as Alan Cheung, VP operations and Paul Ho, VP Wealth Management.

Vancouver, Canada Area

Giovanni brings his leadership skills and marketing savvy to perform a key role in the growth, business strategy and leading edge direction for CF Canada Financial. Giovanni holds the position of Senior Vice president and General Manager.He also holds the responsibility of Chief Compliance Officer, based on his background and experience with the Provincial Industry Regulator in British Columbia.

Vancouver, Bc

Responsible for growing the business distributed by the company through the Managing General Agency network.Achieved Top in Canada production for the company and earned the "Manager of the Year" award twice, in 2002 and 2003

Vancouver, British Columbia

At its June 2003 Annual General Meeting, Council elected Giovanni Bitelli, CFP as itsChairperson for the coming year. Giovanni was originally appointed to Council as a non-voting member in 1998 and remained a voting member for the full mandate from 2001 to 2007.His responsibilities included:Chairing the board meetings of the Insurance Council of BCDisciplinary decisionsChairing Investigative committeesLiaise with other industry regulators (Securities Commissions, FICOM, Interprovincial relations)Work towards the implementation of the Industry's licensing exam and study curriculum, the LLQP

Responsible for recruiting and training new Agents to the company

Forest Management

Maturita Classica, Classics And Classical Languages, Literatures, And Linguistics