Michael Masotti Clu® Cim® Email and Phone Number
Michael Masotti Clu® Cim® work email
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Michael Masotti Clu® Cim® personal email
I'm a Co-Founder, Partner and Wealth Advisor at Novel Wealth; a Chartered Life Underwriter within the Novel Family Office; and a Chartered Investment Manager and Associate Portfolio Manager at Quintessence Wealth (QWealth Partners).Novel Wealth / Novel Family Office is a leading-edge money management team on a mission to build wealth for busy professionals. Discover a personalized done-for-you experience that goes beyond big banks and DIY platforms - and saves on fees.Our unique 'Family Office' service is a leading-edge, fully integrated approach to managing your money. The Family Office is a financial concierge service that bundles accounting, mortgage, insurance, tax services and investment options—under one roof. It’s an easy, personalized, done-for-you experience that allows you to focus on what truly matters – the free time to enjoy life and get on with what's really important. It's easy to get started with Novel Wealth / Novel Family Office. Simply book a call or DM me.
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Portfolio ManagerQ Wealth PartnersToronto, On, Ca -
Associate Portfolio ManagerQ Wealth Partners Jul 2024 - PresentToronto, Ontario, Canada -
Partner & Advisor At Novel WealthNovel Wealth Nov 2023 - PresentToronto, Ontario, CanadaNovel Wealth is a leading-edge money management team on a mission to build wealth for modern professionals. -
Lead AdvisorFlatiron Wealth Apr 2022 - Oct 2023Toronto, Ontario, Canada -
Associate AdvisorFlatiron Wealth Management Sep 2021 - Mar 2022Toronto, Ontario, Canada -
Associate AdvisorSun Life Financial - Fairlawn Financial Services Apr 2021 - Aug 2021Toronto, Ontario, Canada
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Senior Capital AnalystCapital Programs Unit Jun 2015 - Mar 2021Toronto, Canada Area
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Program AnalystCapital Programs Unit Mar 2015 - Jun 2015Toronto, Canada Area
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Planning & Financial AnalystFinancial Oversight And Reporting Unit Dec 2014 - Mar 2015Toronto, Ontario
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Senior ResearcherRegional Tourism Unit Feb 2014 - Nov 2014Toronto, Canada Area
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Program ConsultantCapital Grants Unit Nov 2012 - Feb 2014Toronto
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Program ConsultantSports, Culture, Tourism Partnerships Secretariat (Sctp) Oct 2009 - Nov 2012Kitchener/Toronto
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Project AnalystOntario Ministry Of Agriculture, Food And Rural Affairs Apr 2009 - Oct 2009Guelph
Michael Masotti Clu® Cim® Skills
Michael Masotti Clu® Cim® Education Details
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Mentor College
Frequently Asked Questions about Michael Masotti Clu® Cim®
What company does Michael Masotti Clu® Cim® work for?
Michael Masotti Clu® Cim® works for Q Wealth Partners
What is Michael Masotti Clu® Cim®'s role at the current company?
Michael Masotti Clu® Cim®'s current role is Portfolio Manager.
What is Michael Masotti Clu® Cim®'s email address?
Michael Masotti Clu® Cim®'s email address is mi****@****live.ca
What schools did Michael Masotti Clu® Cim® attend?
Michael Masotti Clu® Cim® attended Mentor College, Mcmaster University.
What skills is Michael Masotti Clu® Cim® known for?
Michael Masotti Clu® Cim® has skills like Project Management, Microsoft Excel, Program Management, Strategic Planning, Team Leadership, Change Management, Leadership, Project Planning, Management Consulting, Business Strategy, Business Analysis, Management.
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