Please complete the CAPTCHA to continue
@designwealth.ca
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Josue Dubon, Cfp®, B.Comm.(Hons) is listed as Wealth Mentor at DesignWealth in Victoria, British Columbia at DesignWealth, a company with 2 employees, based in Victoria, British Columbia, Canada. AeroLeads shows a work email signal at designwealth.ca and a matched LinkedIn profile for Josue Dubon, Cfp®, B.Comm.(Hons).
Josue Dubon, Cfp®, B.Comm.(Hons) previously worked as Wealth Mentor at Designwealth and Financial Planner at Fernhill Financial Corporation. Josue Dubon, Cfp®, B.Comm.(Hons) holds Bachelor Of Commerce (Honours) from University Of Manitoba.
This section adds company-level context without repeating Josue Dubon, Cfp®, B.Comm.(Hons)'s masked contact details.
AeroLeads found 1 current-domain work email signal for Josue Dubon, Cfp®, B.Comm.(Hons). Compare company email patterns before reaching out.
Fun Fact: My favourite cup of coffee is the next one☕️ Traditionally, a financial advisor will sell financial products shifting the focus away from client needs and onto production numbers. Research shows that people are spending more and saving less than ever before with 47% of Canadians living paycheque-to-paycheque (2023) diminishing the ability to effectively use traditional financial approaches. DesignWealth bridges the gap between your money habits of today and achieving all that is important to you through teamwork, accountability, and planning. I know you might be thinking that there are many other tasks that you'd rather address before your personal goals. As a result, your goals get pushed to tomorrow, and tomorrow, and tomorrow, etc. until it is too late. Studies have shown that 76% of people nearing the end of their life regret not having lived their ideal life. We move forward as a team with our goal being to live a fulfilled life – one dream, one plan, one dollar at a time.
Listed skills include Time Management, Customer Service, Public Speaking, Teamwork, and 16 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Victoria, British Columbia
I’ve always been interested in helping individuals become better versions of themselves and I felt the best way to do that was to work in the financial services industry. I was frustrated by the fact that so many individuals wanted to start working towards their dreams, but felt like they weren’t ready or didn’t have the ability to save any money that is.
Victoria, British Columbia
Parent Company of DesignWealth
Winnipeg, Canada Area
Complete financial planning for people looking to grow their investment portfolios and protect them through the use of risk management tools. As a Financial Advisor, it was great to see people take initiative of their money while being advised under a boutique independant financial firm.
Winnipeg, Manitoba, Canada
- Prepare necessary data/documents for new account openings and updating existing accounts.- Create and track content for social media through research and analytics for a financial firm. - Planning events such as appreciation dinners for current clients and seminar sessions for prospects.- Liaise with our current publication contacts and establish new.
Winnipeg, Canada
The Student Intern actively participates in ongoing projects within the dealership. He/She is involved in valuable technical, hands-on projects ranging from production-based, administrative, sales/marketing, service, and parts ventures. He/She will be enthusiastically engaged in personal and professional development within the automotive industry.
Winnipeg, Canada
Rouen, Normandy, France
Quick answers generated from the profile data available on this page.
Josue Dubon, Cfp®, B.Comm.(Hons) works for DesignWealth.
Josue Dubon, Cfp®, B.Comm.(Hons) is listed as Wealth Mentor at DesignWealth in Victoria, British Columbia at DesignWealth.
AeroLeads has found 1 work email signal at @designwealth.ca for Josue Dubon, Cfp®, B.Comm.(Hons) at DesignWealth.
Josue Dubon, Cfp®, B.Comm.(Hons) is based in Victoria, British Columbia, Canada while working with DesignWealth.
Josue Dubon, Cfp®, B.Comm.(Hons) has worked for Designwealth, Fernhill Financial Corporation, Howe Harrell & Associates, Freedom 55 Financial, and Birchwood Automotive Group.
Josue Dubon, Cfp®, B.Comm.(Hons)'s colleagues at DesignWealth include Venice Pintor - Sarmiento.
You can use AeroLeads to view verified contact signals for Josue Dubon, Cfp®, B.Comm.(Hons) at DesignWealth, including work email, phone, and LinkedIn data when available.
Josue Dubon, Cfp®, B.Comm.(Hons) holds Bachelor Of Commerce (Honours) from University Of Manitoba.
Josue Dubon, Cfp®, B.Comm.(Hons) is listed with skills including Time Management, Customer Service, Public Speaking, Teamwork, Leadership, Sales, Social Media, and Management.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts