Mark Giovannetti, Pfp

Mark Giovannetti, Pfp Email and Phone Number

Business Development Representative ~ Personal Financial Planner @ EastCap Wealth Planning Inc
Mark Giovannetti, Pfp's Location
Strathroy, Ontario, Canada, Canada
Mark Giovannetti, Pfp's Contact Details

Mark Giovannetti, Pfp work email

Mark Giovannetti, Pfp personal email

About Mark Giovannetti, Pfp

I have 43 years experience working with 3 different major Banking Financial Institutions. Throughout all those years I have held numerous positions within the banks such as Personal Banker, Mortgage Manager, Small Business Manager, Personal Banker Private Wealth and Branch Manager to name a few. I have enjoyed every minute and my greatest pleasure is providing sound Financial Advice to all clients, both Individual Personal Clients or Small Business Owner’s.The scope of my advice will be begin with a Personalized Financial Plan, validating the plan, and examining a complete offering of Investment Solutions, so that the financial plan can be realized. To protect the financial plan from any potential risks, we look at a complete offering of Insurance Solutions, ensuring financial peace of mind.I must say that I am looking forward to providing clients with an Independent view of Financial Advice and Solutions.

Mark Giovannetti, Pfp's Current Company Details
EastCap Wealth Planning Inc

Eastcap Wealth Planning Inc

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Business Development Representative ~ Personal Financial Planner
Mark Giovannetti, Pfp Work Experience Details
  • Eastcap Wealth Planning Inc
    Associate Financial Planner
    Eastcap Wealth Planning Inc Jan 2023 - Present
    Canada
    Coast to Coast, Integrated Wealth & Estate PlanningWe are independent, virtual and have boots on the ground in Waterloo & LondonIntegrated Wealth Team:Nick Giovannetti, CFP®, CLU®, CHS®, CCS • Managing Partner, Certified Financial Planner®Larry Hoekstra, CFP®, CHS®, FIC • Managing Partner, Certified Financial Planner® Simon Wong, MBA, CFP®, CLU®, CIM®, PFP®, FCSI®, FMA® • Integrated Wealth PlannerAdmin Team:Kathy Pettit Jennifer Koebel
    View
  • National Bank Of Canada
    Branch Manager
    National Bank Of Canada Jul 2021 - Jan 2022
    London, Ontario, Canada
    View
  • National Bank Of Canada
    Personal Banker - Wealth Management
    National Bank Of Canada Mar 2020 - Feb 2021
    London/Kitchener
    View
  • National Bank Of Canada
    Advisor
    National Bank Of Canada Nov 2017 - Mar 2020
    3189 Wonderland Rd.,S., London, On. N6L 1R4
    Providing an excellent client experience for Personal Clients and Small Business Clients for all Day to Day banking needs, Credit needs and Investment needs of our clients.
    View
  • National Bank Of Canada
    Personal Banker
    National Bank Of Canada Mar 2017 - Nov 2017
    3189 Wonderland Rd., S., London, On. N6L 1R4
    Providing an excellent client experience for Personal Clients and Small Business Clients for all Day to Day banking needs, Credit needs and Investment needs of our clients.
    View
  • National Bank Of Canada
    Manager, Commercial Banking, Sme Development
    National Bank Of Canada Jun 2016 - Mar 2017
    3189 Wonderland Rd., S., London, On N6L1R4
    Providing a wide range of banking products and services for small and medium size businesses in the London and Kitchener markets.
    View
  • National Bank Of Canada
    Branch Manager
    National Bank Of Canada Jun 2010 - Mar 2016
    London, Canada Area
    Located at 465 Richmond St., London. Providing a full range of Personal and Small Business retail services in the City of London.
    View
  • Td Canada Trust
    Branch Manager
    Td Canada Trust May 1996 - Jun 2010
    London, Canada Area
    Held numerous positions, Financial Advisor, Manager of Financial Services and Branch Manager. Primarily Windsor and London locations.
  • Micc/Ge Capital Mortgage Insurance
    Area Representative
    Micc/Ge Capital Mortgage Insurance Jun 1989 - May 1996
    London, Canada Area
    Provided Low Down Payment Insurance for home buyers. Underwriter/Sales Representative for Woodstock, Chatham, Windsor and Sarnia.

Mark Giovannetti, Pfp Skills

Mortgage Lending Financial Services Small Business Banking Investments Loans Strategic Financial Planning Finance Credit Financial Advisory Retail Banking Credit Analysis Wealth Management Financial Planning Relationship Management Mutual Funds Portfolio Management Management Business Relationship Management

Mark Giovannetti, Pfp Education Details

  • Csi/Icb
    Csi/Icb
    Banking And Financial Support Services
  • Csi/Icb
    Csi/Icb
    Banking And Financial Support Services
  • Csi/Icb
    Csi/Icb
    Banking And Financial Support Services
  • Remic
    Remic
    Insurance And Segregated Funds

Frequently Asked Questions about Mark Giovannetti, Pfp

What company does Mark Giovannetti, Pfp work for?

Mark Giovannetti, Pfp works for Eastcap Wealth Planning Inc

What is Mark Giovannetti, Pfp's role at the current company?

Mark Giovannetti, Pfp's current role is Business Development Representative ~ Personal Financial Planner.

What is Mark Giovannetti, Pfp's email address?

Mark Giovannetti, Pfp's email address is mark.giovannetti@nbc.ca

What schools did Mark Giovannetti, Pfp attend?

Mark Giovannetti, Pfp attended Csi/icb, Csi/icb, Csi/icb, Remic.

What are some of Mark Giovannetti, Pfp's interests?

Mark Giovannetti, Pfp has interest in Hockey, Golf And Auto Enthusist.

What skills is Mark Giovannetti, Pfp known for?

Mark Giovannetti, Pfp has skills like Mortgage Lending, Financial Services, Small Business, Banking, Investments, Loans, Strategic Financial Planning, Finance, Credit, Financial Advisory, Retail Banking, Credit Analysis.

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