AeroLeads people directory · profile
Jacqueline Carter, Ba, Cfp Email & Phone Number
Financial Consultant
at
Investors Group Financial Services Inc.
1 work email found
@investorsgroup.com
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Financial Consultant
Location
Brampton, Ontario, Canada
Company size
Who is Jacqueline Carter, Ba, Cfp? Overview
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Quick answer
Jacqueline Carter, Ba, Cfp is listed as Financial Consultant at Investors Group Financial Services Inc., a company with 270 employees, based in Brampton, Ontario, Canada. AeroLeads shows a work email signal at investorsgroup.com and a matched LinkedIn profile for Jacqueline Carter, Ba, Cfp.
Jacqueline Carter, Ba, Cfp previously worked as Personal Banker at Toronto Dominion Bank. Jacqueline Carter, Ba, Cfp holds Cfp, Financial Planning And Services from Fspc.
Company email context
Email format at Investors Group Financial Services Inc.
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*@investorsgroup.com
71% confidence
AeroLeads found 1 current-domain work email signal for Jacqueline Carter, Ba, Cfp. Compare company email patterns before reaching out.
Profile bio
About Jacqueline Carter, Ba, Cfp
I am proud to be the helping hand for many individuals, families and business owners as a Financial Consultant. I bring over 24 years of experience, working in major financial institutions where I have gained extensive portfolio management and investment skills. My goal is to develop long lasting relationships with clients and to be their number one "go to" person.I possess the following designations/licenses:Life Licensed Qualification Program (LLQP) - 1999Certified Financial Planner (CFP) - 2009Registered Retirement Consultant - 2014I specialize in the following six pillars of financial planning:- Financial Planning- Estate Planning- Investments- Insurances - Retirement Planning- Tax Planning
Listed skills include Customer Service, Customer Satisfaction, Customer Oriented, Investments, and 19 others.
Current workplace
Jacqueline Carter, Ba, Cfp's current company
Company context helps verify the profile and gives searchers a useful next step.
Investors Group Financial Services Inc.
3 roles · 38 years
Jacqueline Carter, Ba, Cfp work experience
A career timeline built from the work history available for this profile.
Financial Consultant
CurrentIn 1999, I joined Investors Group as a Consultant, and for many years, I have been helping individuals and families achieve their financial planning goals. Working with a network of in-house specialists, I am able to provide quality advice in the areas of Retirement Planning, Insurance Planning, Tax Planning and Estate Planning. I provide individualized.
Nov 1999 - Present
Personal Banker
As a Personal Banker, I have had the opportunity to help my clients acheive their goals by advising my clients regarding rhe choice of appropriate financial products to help enhance their specific needs.
1988 - 1999
~11 yrs
Team & coworkers
Colleagues at Investors Group Financial Services Inc.
Other employees you can reach at investorsgroup.com. View company contacts for 270 employees →
RM
Robert Middelkoop
Colleague at Investors Group Financial Services Inc.
Warman, Saskatchewan, Canada, Canada
View →
EJ
Elaine Jose
Colleague at Investors Group Financial Services Inc.
Winnipeg, Manitoba, Canada, Canada
View →
BN
B Ng
Colleague at Investors Group Financial Services Inc.
Winnipeg, Manitoba, Canada, Canada
View →
JM
Jacinthe Mallais
Colleague at Investors Group Financial Services Inc.
Campbellton, New Brunswick, Canada, Canada
View →
Robert Middelkoop
Colleague at Investors Group Financial Services Inc.
Warman, Saskatchewan, Canada, Canada
View →
EJ
Elaine Jose
Colleague at Investors Group Financial Services Inc.
Winnipeg, Manitoba, Canada, Canada
View →
BN
B Ng
Colleague at Investors Group Financial Services Inc.
Winnipeg, Manitoba, Canada, Canada
View →
JM
Jacinthe Mallais
Colleague at Investors Group Financial Services Inc.
Campbellton, New Brunswick, Canada, Canada
View →
2 education records
Jacqueline Carter, Ba, Cfp education
Cfp, Financial Planning And Services
Fspc
Honors B.A., Public Policy
FAQ
Frequently asked questions about Jacqueline Carter, Ba, Cfp
Quick answers generated from the profile data available on this page.
What company does Jacqueline Carter, Ba, Cfp work for?
Jacqueline Carter, Ba, Cfp works for Investors Group Financial Services Inc..
What is Jacqueline Carter, Ba, Cfp's role at Investors Group Financial Services Inc.?
Jacqueline Carter, Ba, Cfp is listed as Financial Consultant at Investors Group Financial Services Inc..
What is Jacqueline Carter, Ba, Cfp's email address?
AeroLeads has found 1 work email signal at @investorsgroup.com for Jacqueline Carter, Ba, Cfp at Investors Group Financial Services Inc..
Where is Jacqueline Carter, Ba, Cfp based?
Jacqueline Carter, Ba, Cfp is based in Brampton, Ontario, Canada while working with Investors Group Financial Services Inc..
What companies has Jacqueline Carter, Ba, Cfp worked for?
Jacqueline Carter, Ba, Cfp has worked for Investors Group Financial Services Inc. and Toronto Dominion Bank.
Who are Jacqueline Carter, Ba, Cfp's colleagues at Investors Group Financial Services Inc.?
Jacqueline Carter, Ba, Cfp's colleagues at Investors Group Financial Services Inc. include Robert Middelkoop, Elaine Jose, B Ng, and Jacinthe Mallais.
How can I contact Jacqueline Carter, Ba, Cfp?
You can use AeroLeads to view verified contact signals for Jacqueline Carter, Ba, Cfp at Investors Group Financial Services Inc., including work email, phone, and LinkedIn data when available.
What schools did Jacqueline Carter, Ba, Cfp attend?
Jacqueline Carter, Ba, Cfp holds Cfp, Financial Planning And Services from Fspc.
What skills is Jacqueline Carter, Ba, Cfp known for?
Jacqueline Carter, Ba, Cfp is listed with skills including Customer Service, Customer Satisfaction, Customer Oriented, Investments, Retail Banking, Investment Strategies, Estate Planning, and Financial Planners.
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