Jonathan Halpert

Jonathan Halpert Email and Phone Number

CPR and First Aid Training @ CPR Instructor's Network
Dollard-Des Ormeaux, QC, CA
Jonathan Halpert's Location
Dollard-des-Ormeaux, Quebec, Canada, Canada
Jonathan Halpert's Contact Details

Jonathan Halpert personal email

n/a
About Jonathan Halpert

Your goals, your dreams and your financial strategy!!!You know it's important, and you keep meaning to do it. But between driving the kids to soccer practice and dance class, holding down a job and keeping up with day-to-day responsibilities, where do you find the time to ensure that your financial strategy is on track to meet your needs today and in the future? That is where IG Wealth Management comes in. With everything from helping to identify your life goals to developing a complete financial strategy, IG Wealth Management can help bring you peace of mind that your financial affairs are looked after, while you focus on the other priorities in your life. But that doesn't mean you give up control. A personalized plan is all about you and your personal goals and dreams. I will take the time to listen to you and get to know you to ensure that your financial strategy fits your lifestyle and personal situation. With access to a team of specialists in investments, insurance, mortgages, securities, and tax and estate planning, we will provide insight on matters relating to your personal situation, such as: - are your current investments suitable for your goals? - can you pay less tax? - will you have the income you need to retire and do the things you want to do? - do you have the right amount and types of protection for you and your family? - do you have control over your income? And as your life and financial situation changes, we will work to ensure that your plan evolves to fit you. There are many variables to consider when creating a personalized fiscal plan. You deserve the value of a personal and lasting relationship with a financial advisor. IG Wealth Management is ready and able to guide you.

Jonathan Halpert's Current Company Details
CPR Instructor's Network

Cpr Instructor'S Network

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CPR and First Aid Training
Dollard-Des Ormeaux, QC, CA
Website:
cprnetwork.ca
Employees:
6
Jonathan Halpert Work Experience Details
  • Cpr Instructor'S Network
    Cpr And First Aid Training
    Cpr Instructor'S Network
    Dollard-Des Ormeaux, Qc, Ca
  • Ig Wealth Management
    Mutual Fund Representative, Financial Security Advisor
    Ig Wealth Management Aug 2015 - Present
    Montreal, Quebec, Canada
    Investors Group Financial Services Inc., Financial Services FirmAs a financial advisor, I specialize in tax reduction and retirement planning strategies. I assist clients improve their financial results beyond what they have been able to accomplish on their own. At Investors Group, we develop long-term relationships in order to help our clients create, increase and protect wealth throughout the wealth accumulation years and all the phases of their lives. Areas that greatly concern most people include reducing income tax, retiring comfortably, estate taxes and preserving wealth. We look for ways to achieve these and other goals with whatever financial resources are available.
  • Cpr Instructor'S Network
    Cpr And First Aid Training
    Cpr Instructor'S Network Jan 1995 - Present
    Certified training in CPR, First Aid, AED defibrillation. Group and private classes available. Canada's premier CPR training organization. Specializing in classes for health care professionals, and in infant-child CPR courses. Become a Instructor, with certification by Heart and Stroke Foundation.Also, sale AED defibrillators and other safety products.
  • Jgh, Muhc, Cros, And Pharmaceutical Companies
    Clinical Research Specialist
    Jgh, Muhc, Cros, And Pharmaceutical Companies Jan 1999 - May 2014
    Montreal, Quebec, Canada
    CCRP SoCRA certified. 1. Coordinate and manage clinical research, mostly in the area of pulmonary, oncology and emergency medicine.2. Education and training of research associates3. Consultation and project feasibility

Jonathan Halpert Skills

Estate Planning Tax Reduction Strategies Personal Insurances Investments Saving Plans Retirement Planning Mortgage Planning

Jonathan Halpert Education Details

  • Mcgill Univerity
    Mcgill Univerity

Frequently Asked Questions about Jonathan Halpert

What company does Jonathan Halpert work for?

Jonathan Halpert works for Cpr Instructor's Network

What is Jonathan Halpert's role at the current company?

Jonathan Halpert's current role is CPR and First Aid Training.

What is Jonathan Halpert's email address?

Jonathan Halpert's email address is in****@****work.ca

What schools did Jonathan Halpert attend?

Jonathan Halpert attended Mcgill Univerity.

What skills is Jonathan Halpert known for?

Jonathan Halpert has skills like Estate Planning, Tax Reduction Strategies, Personal Insurances, Investments, Saving Plans, Retirement Planning, Mortgage Planning.

Who are Jonathan Halpert's colleagues?

Jonathan Halpert's colleagues are Lakeisha Eason, Elizabeth Engel, Lanecia Boyd.

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