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Luigi La Ferrara, Pl. Fin. Email & Phone Number

Wealth Advisor at Manulife Wealth at Manulife Wealth
Location: Greater Montreal Metropolitan Area, Canada, Canada 5 work roles 2 schools
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Current company
Role
Wealth Advisor at Manulife Wealth
Location
Greater Montreal Metropolitan Area, Canada, Canada
Company size

Who is Luigi La Ferrara, Pl. Fin.? Overview

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Quick answer

Luigi La Ferrara, Pl. Fin. is listed as Wealth Advisor at Manulife Wealth at Manulife Wealth, a company with 1099 employees, based in Greater Montreal Metropolitan Area, Canada, Canada. AeroLeads shows a matched LinkedIn profile for Luigi La Ferrara, Pl. Fin..

Luigi La Ferrara, Pl. Fin. previously worked as Wealth Advisor at Manulife Wealth and Investment Consultant at Manulife. Luigi La Ferrara, Pl. Fin. holds Bachelor Of Commerce (Bcom), Finance from Concordia University.

Company email context

Email format at Manulife Wealth

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Manulife Wealth

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Profile bio

About Luigi La Ferrara, Pl. Fin.

Trusted Financial Planner and Advisor with over 20 years experience in the financial services industry. Committed to providing sound investment advice, comprehensive financial planning services, and bringing customers' retirement vision to life.Recognized and appreciated for:* Financial management* Asset management* Risk management (insurance)* Retirement planning* Estate planning* Management and implementation of a financial plan

Listed skills include Retirement Planning, Retirement, Mutual Funds, Investments, and 15 others.

Current workplace

Luigi La Ferrara, Pl. Fin.'s current company

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Manulife Wealth
Manulife Wealth
Wealth Advisor at Manulife Wealth
oakville, ontario, canada
Employees
1099
AeroLeads page
5 roles

Luigi La Ferrara, Pl. Fin. work experience

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Wealth Advisor

Current

Montreal, Canada Area

Provide clients with comprehensive financial planning services and investment solutions. Help customers achieve their retirement objectives. Provide a holistic approach to building and preserving wealth. Build and maintain long-lasting relationships with customers.

Oct 2018 - Present

Investment Consultant

Montreal, Canada Area

Help clients define and realize their long-term investment strategy. Bring customers’ retirement vision to life. Promote suitable investment options/products and services to clients. Build and maintain solid relationships with customers.

Sep 2017 - Sep 2018

Sales Consultant

Montreal, Canada Area

Promote and train investment advisors on investment products and concepts. Build and maintain positive working relationships with advisors, colleagues and management. Present sales and investment strategies to a variety of audiences and identify opportunities to achieve business/sales results.

Nov 2006 - May 2017

Resource Officer

Td Investment Services

Montreal, Canada Area

Keep investment representatives updated on bank/industry policies, procedures, investment products and services. Provide immediate response and assistance to investment representatives. Undertake scheduling duties to support operational efficiency targets.

Jan 2005 - Nov 2006

Investment Specialist

Td Investment Services

Montreal, Canada Area

Provide clients with accurate and complete investment advice and make recommendations. Rebalance clients’ investment portfolios. Keep customers up to date on financial markets. Provide detailed account information and process customer transactions.

Jan 1998 - Dec 2004
Team & coworkers

Colleagues at Manulife Wealth

Other employees you can reach at manulifesecurities.ca. View company contacts for 1099 employees →

2 education records

Luigi La Ferrara, Pl. Fin. education

FAQ

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Quick answers generated from the profile data available on this page.

What company does Luigi La Ferrara, Pl. Fin. work for?

Luigi La Ferrara, Pl. Fin. works for Manulife Wealth.

What is Luigi La Ferrara, Pl. Fin.'s role at Manulife Wealth?

Luigi La Ferrara, Pl. Fin. is listed as Wealth Advisor at Manulife Wealth at Manulife Wealth.

Where is Luigi La Ferrara, Pl. Fin. based?

Luigi La Ferrara, Pl. Fin. is based in Greater Montreal Metropolitan Area, Canada, Canada while working with Manulife Wealth.

What companies has Luigi La Ferrara, Pl. Fin. worked for?

Luigi La Ferrara, Pl. Fin. has worked for Manulife Wealth, Manulife, Great-West Life, and Td Investment Services.

Who are Luigi La Ferrara, Pl. Fin.'s colleagues at Manulife Wealth?

Luigi La Ferrara, Pl. Fin.'s colleagues at Manulife Wealth include Philippe Coupal, Ed Ziober, Klodis Pashko, Thomas Collison, Cfp®, and Kerry-Dawn Kircos.

How can I contact Luigi La Ferrara, Pl. Fin.?

You can use AeroLeads to view verified contact signals for Luigi La Ferrara, Pl. Fin. at Manulife Wealth, including work email, phone, and LinkedIn data when available.

What schools did Luigi La Ferrara, Pl. Fin. attend?

Luigi La Ferrara, Pl. Fin. holds Bachelor Of Commerce (Bcom), Finance from Concordia University.

What skills is Luigi La Ferrara, Pl. Fin. known for?

Luigi La Ferrara, Pl. Fin. is listed with skills including Retirement Planning, Retirement, Mutual Funds, Investments, Pensions, Wealth Management, Strategic Financial Planning, and Investment Strategies.

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