Jared Alphonso Email & Phone Number

Toronto, Canada Area

Helped retail banking customers create a plan to become financially better off.Identified and satisfied customers’ immediate financial needs, and using a financial planning approach, capitalized on these opportunities to increase sales, revenue and cross sales.

1655 Bloor Street West, Toronto On

Built and managed a community-based wealth management practice of serious, long-term individual investors and business owners.Worked with individual investors and business owners to create a personalized written plan for achieving their long-term financial goals and reviewed the plan with them regularly to keep them on track.Increased assets under care through a variety of means including face-to-face introductions, follow-up phone calls, seminars, print advertising and client referrals.