Melissa Best Mba, Cfa, Tep Email and Phone Number
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At QuickEstate, we make estate organization and settlement faster, easier, and cheaper, with less risk for clients of financial advisors, accountants and lawyers, disrupting an inefficient and unprofitable business. After 30 years of managing money for high net worth individuals, estates, trusts and non-profit organizations with some of Canada's top firms, Melissa retired to do something different in 2012. Over her many years in working with estates, Melissa witnessed how frustrating and time consuming the job of an executor can be. Most executors have no idea what they are getting into in terms of the amount of work and responsibility. Melissa saw that the use of technology in a do-it-yourself world could reduce the process of settling an estate into a series of simple steps to clarify and simplify the process, making the executor's job easier, saving time and money for the beneficiaries. Melissa and her team have created a new online software application called QuickEstate that makes the job of an executor faster, easier and cheaper, with less risk. QuickEstate can be used by individuals and financial advisors for estate organization and execution.
Quickestate™ Administrators Inc
View- Website:
- quickestate.ca
- Employees:
- 1
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Ceo And FounderQuickestate™ Administrators IncCalgary, Ab, Ca
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Ceo & FounderQuickestate™ Administrators Inc Jul 2013 - PresentCalgaryQuickEstate Administrators Inc
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Rbc Phillips, Hager & North Investment ManagementCalgary, Alberta May 2008 - Jul 2012Calgary, AlbertaVice President and Portfolio Manager
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Vice President/Partner & Portfolio ManagerPhillips, Hager & North Investment Management Sep 1999 - Jul 2012Calgary -
Vice President/Partner And Portfolio ManagerMawer Investment Management Sep 1995 - Sep 1999Calgary, Alberta
Melissa Best Mba, Cfa, Tep Skills
Frequently Asked Questions about Melissa Best Mba, Cfa, Tep
What company does Melissa Best Mba, Cfa, Tep work for?
Melissa Best Mba, Cfa, Tep works for Quickestate™ Administrators Inc
What is Melissa Best Mba, Cfa, Tep's role at the current company?
Melissa Best Mba, Cfa, Tep's current role is CEO and Founder.
What is Melissa Best Mba, Cfa, Tep's email address?
Melissa Best Mba, Cfa, Tep's email address is mb****@****phn.com
What is Melissa Best Mba, Cfa, Tep's direct phone number?
Melissa Best Mba, Cfa, Tep's direct phone number is +52 996 432*****
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Melissa Best Mba, Cfa, Tep has skills like Portfolio Management, Investments, Investment Management, Strategic Planning, Business Strategy, Start Ups, Management, Asset Management, Financial Analysis, New Business Development, Investment Strategies, Entrepreneurship.
Who are Melissa Best Mba, Cfa, Tep's colleagues?
Melissa Best Mba, Cfa, Tep's colleagues are Purvi Bhave.
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