Ly Anne

Ly Anne Email and Phone Number

Financial Advisor at Groupe DCB @ Groupe DCB
montréal, quebec, canada
Ly Anne's Location
Montreal, Quebec, Canada, Canada
Ly Anne's Contact Details

Ly Anne personal email

About Ly Anne

Ly Anne is a Financial Advisor at Groupe DCB at Groupe DCB. They possess expertise in employee benefits, microsoft excel, insurance, customer service, microsoft office and 5 more skills.

Ly Anne's Current Company Details
Groupe DCB

Groupe Dcb

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Financial Advisor at Groupe DCB
montréal, quebec, canada
Website:
groupedcb.com
Employees:
4
Ly Anne Work Experience Details
  • Groupe Dcb
    Financial Advisor
    Groupe Dcb Oct 2016 - Present
    Montreal, Canada Area
    L'entreprise est un cabinet ayant développé une expertise de pointe en planification financière et gestion des risques auprès des travailleurs autonomes, professionnels et propriétaires d'entreprises en phase de lancement, de croissance et de transfert à la relève.Cabinet de services financiers depuis 1969.
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  • Industrial Alliance
    Financial Advisor (Representative License In Force)
    Industrial Alliance Feb 2013 - Jun 2016
    Montreal, Canada Area
    • Meet and assist in establishing financial goals with clients• Help define and identify constraints and opportunities for the client’s situation • Prepare and present a strategic investment and life insurance plan • Ensure the implementation of the plan goes smoothly for the client• Follow-up and update the client as needed
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  • Mercer
    Pension Plan Administration
    Mercer Mar 2012 - Dec 2012
    Montreal, Canada Area
    • Consultation: manage various questions from clients by phone• Calculation of benefits for specific cases : termination, retirement, death and assignment of rights• Prepare letter correspondences to clients
    View

Ly Anne Skills

Employee Benefits Microsoft Excel Insurance Customer Service Microsoft Office Actuarial Science Powerpoint Outlook Microsoft Word Leadership

Ly Anne Education Details

Frequently Asked Questions about Ly Anne

What company does Ly Anne work for?

Ly Anne works for Groupe Dcb

What is Ly Anne's role at the current company?

Ly Anne's current role is Financial Advisor at Groupe DCB.

What is Ly Anne's email address?

Ly Anne's email address is an****@****ail.com

What schools did Ly Anne attend?

Ly Anne attended Université Du Québec À Montréal / Uqam.

What skills is Ly Anne known for?

Ly Anne has skills like Employee Benefits, Microsoft Excel, Insurance, Customer Service, Microsoft Office, Actuarial Science, Powerpoint, Outlook, Microsoft Word, Leadership.

Who are Ly Anne's colleagues?

Ly Anne's colleagues are Jean-Pierre Samson, Claude De Gagné.

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