Michael Lloyd

Michael Lloyd Email and Phone Number

Wealth Specialist @ Manulife
toronto, ontario, canada
Michael Lloyd's Location
Greater Toronto Area, Canada, Canada
Michael Lloyd's Contact Details

Michael Lloyd work email

Michael Lloyd personal email

n/a
About Michael Lloyd

I am a financial planner specializing in a variety of Wealth Solutions and Estate Planning. I work with people to help them develop their financial plans, including protection, Strategic Planning, Project Management, investment advice, taxes and estate strategies. As a Financial Advisor, I offer tailored Financial Planning solutions for individuals, families and small business owners that focus on the details of their financial lives so they can enjoy what matters most - making a difference in their own lives

Michael Lloyd's Current Company Details
Manulife

Manulife

View
Wealth Specialist
toronto, ontario, canada
Website:
manulife.com
Employees:
25873
Michael Lloyd Work Experience Details
  • Manulife
    Senior Wealth Manager
    Manulife Mar 2022 - Present
  • Rbc Insurance
    Insurance Specialist
    Rbc Insurance Jul 2021 - Present
    Toronto, Ontario, Canada
  • Sun Life Financial
    Financial Advisor
    Sun Life Financial Feb 2017 - Feb 2020
  • Investors Group Financial Services Inc.
    Senior Solutions Consultant
    Investors Group Financial Services Inc. Nov 2012 - Jan 2017

Michael Lloyd Skills

Retirement Planning Retirement Mutual Funds Wealth Insurance Estate Planning Investments Strategic Financial Planning Income Protection Risk Management Portfolio Management Tax Strategies Mortgage Marketing Marketing Management Marketing Strategy Financial Markets Equity Capital Markets Media Relations Social Media Marketing Project Management Financial Planning Strategic Planning

Michael Lloyd Education Details

  • University Of Toronto
    Business/Managerial Economics
  • Investment Funds Institute Of Canada
    Investment Funds Institute Of Canada
    Canadian Investment Funds, Mutual Funds
  • Investment Funds Institute Of Canada
    Investment Funds Institute Of Canada
    Llqp, Insurance And Risk Management
  • Devry University
    Devry University
    Computer Information Systems

Frequently Asked Questions about Michael Lloyd

What company does Michael Lloyd work for?

Michael Lloyd works for Manulife

What is Michael Lloyd's role at the current company?

Michael Lloyd's current role is Wealth Specialist.

What is Michael Lloyd's email address?

Michael Lloyd's email address is mi****@****oup.com

What schools did Michael Lloyd attend?

Michael Lloyd attended University Of Toronto, Investment Funds Institute Of Canada, Investment Funds Institute Of Canada, Devry University.

What are some of Michael Lloyd's interests?

Michael Lloyd has interest in Social Services, Children, Economic Empowerment, Civil Rights And Social Action, Education, Environment, Poverty Alleviation, Science And Technology, Disaster And Humanitarian Relief, Human Rights.

What skills is Michael Lloyd known for?

Michael Lloyd has skills like Retirement Planning, Retirement, Mutual Funds, Wealth, Insurance, Estate Planning, Investments, Strategic Financial Planning, Income Protection, Risk Management, Portfolio Management, Tax Strategies.

Who are Michael Lloyd's colleagues?

Michael Lloyd's colleagues are Ian Mcdonald, Yuichi Okumura, Mamadou Yam, Phuong-Chi Nguyen, Michael A., Fatima Ver Sepra, Matt Pongoski.

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