Jean Dick

Jean Dick Email and Phone Number

Wealth Planner at Harbourfront Wealth @ Harbourfront Wealth Management
vancouver, british columbia, canada
Jean Dick's Location
Fort Frances, Ontario, Canada, Canada
About Jean Dick

Jean Dick is a Wealth Planner at Harbourfront Wealth at Harbourfront Wealth Management. She possess expertise in investments, life insurance, finance, customer service, microsoft excel and 5 more skills.

Jean Dick's Current Company Details
Harbourfront Wealth Management

Harbourfront Wealth Management

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Wealth Planner at Harbourfront Wealth
vancouver, british columbia, canada
Website:
harbourfrontwealth.com
Employees:
108
Jean Dick Work Experience Details
  • Harbourfront Wealth Management
    Wealth Planner
    Harbourfront Wealth Management Sep 2024 - Present
    Canada
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  • Holmlund Financial
    Independent Life Insurance Advisor
    Holmlund Financial Jan 2000 - Present
    400 Scott Street Fort Frances
  • Optimize Wealth Management
    Wealth Planner
    Optimize Wealth Management Nov 2021 - Sep 2024
    At Optimize, I assist my clients with their financial planning needs while at the same time acting as their main point of contact for any of their client relationship needs, including by ensuring that all investment advice is provided to clients by a Licensed Optimize Representative (Associate Advising Representative or Advising Representative). Together, we look forward to working with you to Set Your Goals and Make Them Happen.
    View
  • Manulife Securities
    Financial Advisor
    Manulife Securities Jan 2008 - Oct 2021
    400 Scott Street, Fort Frances, On P9A 1H2
    View

Jean Dick Skills

Investments Life Insurance Finance Customer Service Microsoft Excel Strategic Planning Financial Analysis Leadership Insurance Risk Management

Jean Dick Education Details

  • Paul Kane High School
    Paul Kane High School
    High School

Frequently Asked Questions about Jean Dick

What company does Jean Dick work for?

Jean Dick works for Harbourfront Wealth Management

What is Jean Dick's role at the current company?

Jean Dick's current role is Wealth Planner at Harbourfront Wealth.

What schools did Jean Dick attend?

Jean Dick attended Paul Kane High School.

What skills is Jean Dick known for?

Jean Dick has skills like Investments, Life Insurance, Finance, Customer Service, Microsoft Excel, Strategic Planning, Financial Analysis, Leadership, Insurance, Risk Management.

Who are Jean Dick's colleagues?

Jean Dick's colleagues are Jp Tantalo, Bacs, Cfp, Sheryl Thomas, Martin Miyata, Mathew Gordon, Stacey Thomson, Rose Cameron, Sonia Mclaughlin.

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