Michael Masotti Clu® Cim®

Michael Masotti Clu® Cim® Email and Phone Number

Portfolio Manager @ Q Wealth Partners
Toronto, ON, CA
Michael Masotti Clu® Cim®'s Location
Toronto, Ontario, Canada, Canada
Michael Masotti Clu® Cim®'s Contact Details

Michael Masotti Clu® Cim® work email

Michael Masotti Clu® Cim® personal email

n/a
About Michael Masotti Clu® Cim®

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.

Michael Masotti Clu® Cim®'s Current Company Details
Q Wealth Partners

Q Wealth Partners

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Portfolio Manager
Toronto, ON, CA
Michael Masotti Clu® Cim® Work Experience Details
  • Q Wealth Partners
    Portfolio Manager
    Q Wealth Partners
    Toronto, On, Ca
  • Q Wealth Partners
    Associate Portfolio Manager
    Q Wealth Partners Jul 2024 - Present
    Toronto, Ontario, Canada
  • Novel Wealth
    Partner & Advisor At Novel Wealth
    Novel Wealth Nov 2023 - Present
    Toronto, Ontario, Canada
    Novel Wealth is a leading-edge money management team on a mission to build wealth for modern professionals.
  • Flatiron Wealth
    Lead Advisor
    Flatiron Wealth Apr 2022 - Oct 2023
    Toronto, Ontario, Canada
  • Flatiron Wealth Management
    Associate Advisor
    Flatiron Wealth Management Sep 2021 - Mar 2022
    Toronto, Ontario, Canada
  • Sun Life Financial - Fairlawn Financial Services
    Associate Advisor
    Sun Life Financial - Fairlawn Financial Services Apr 2021 - Aug 2021
    Toronto, Ontario, Canada
  • Capital Programs Unit
    Senior Capital Analyst
    Capital Programs Unit Jun 2015 - Mar 2021
    Toronto, Canada Area
  • Capital Programs Unit
    Program Analyst
    Capital Programs Unit Mar 2015 - Jun 2015
    Toronto, Canada Area
  • Financial Oversight And Reporting Unit
    Planning & Financial Analyst
    Financial Oversight And Reporting Unit Dec 2014 - Mar 2015
    Toronto, Ontario
  • Regional Tourism Unit
    Senior Researcher
    Regional Tourism Unit Feb 2014 - Nov 2014
    Toronto, Canada Area
  • Capital Grants Unit
    Program Consultant
    Capital Grants Unit Nov 2012 - Feb 2014
    Toronto
  • Sports, Culture, Tourism Partnerships Secretariat (Sctp)
    Program Consultant
    Sports, Culture, Tourism Partnerships Secretariat (Sctp) Oct 2009 - Nov 2012
    Kitchener/Toronto
  • Ontario Ministry Of Agriculture, Food And Rural Affairs
    Project Analyst
    Ontario Ministry Of Agriculture, Food And Rural Affairs Apr 2009 - Oct 2009
    Guelph

Michael Masotti Clu® Cim® Skills

Project Management Microsoft Excel Program Management Strategic Planning Team Leadership Change Management Leadership Project Planning Management Consulting Business Strategy Business Analysis Management

Michael Masotti Clu® Cim® Education Details

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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