Investment Advisor
Altamira Investment Services Inc
Sales of financial investment products such as stocks, bonds, mutual funds, and insurance. Conduct seminars or workshops on financial planning topics, such as retirement planning, estate planning, or the evaluation of severance packages. Recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning according to KYC standards. Monitor financial… Show more Sales of financial investment products such as stocks, bonds, mutual funds, and insurance. Conduct seminars or workshops on financial planning topics, such as retirement planning, estate planning, or the evaluation of severance packages. Recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning according to KYC standards. Monitor financial market trends to ensure that plans are effective, and to identify any necessary Investor portfolio rebalacing. Assisted in preparation, testing and launch of first Mutual Fund website in Canada Show less