Pat Soulliere Lld

Pat Soulliere Lld Email and Phone Number

Stewart Fisher Financial Client Relations Expert @ Stewart Fisher Financial
Windsor, ON, CA
Pat Soulliere Lld's Location
Windsor, Ontario, Canada, Canada
Pat Soulliere Lld's Contact Details

Pat Soulliere Lld work email

Pat Soulliere Lld personal email

n/a
About Pat Soulliere Lld

I am the founder of Soulliere Financial, in 1978. Through my career I have developed a very dynamic team of partners, and resources, calling upon special areas of expertise to design solutions for our clients with a broad range of needs. Together we have successfully built a quiet, independent, boutique, wealth management firm. We provide a wide range of wealth management, insurance, investment and banking strategies."Times are changing, making all of our businesses more and more challenging and very interesting indeed. Change inspires us to develop leadership skills that are naturally passed on to our family, clients, business teams, and our community endeavors. Truly an exciting time of life!"...Pat SoulliereWhile my focus is a growing and thriving business, my family and community mean a great deal to me. I take time to work with my Rotary Club, mentoring new entrepreneurs as a Coalition 12 founding member of the Downtown Windsor Business Accelerator, and am very involved with and donate my time to the University of Windsor initiatives."Build wealth, keep more and pass it on."

Pat Soulliere Lld's Current Company Details
Stewart Fisher Financial

Stewart Fisher Financial

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Stewart Fisher Financial Client Relations Expert
Windsor, ON, CA
Employees:
11
Pat Soulliere Lld Work Experience Details
  • Stewart Fisher Financial
    Stewart Fisher Financial Client Relations Expert
    Stewart Fisher Financial
    Windsor, On, Ca
  • Soulliere Financial
    Founder & Senior Advisor (Financial Representative & Insurance Planner)
    Soulliere Financial Aug 1978 - Present
    11505 Tecumseh Road East Windsor Ontario N8N 1L9
    Our integrated estate planning & wealth management teams specialize in building, preserving wealth and effectively passing legacy to the next generation.We build wealth, through the proper uses of insurances and investments with market volatility protections and guarantees, including estate protections … to maximize guaranteed long-term income and preserving wealth, as much as possible to the next generation, with zero to minimum probating. Privacy rules also apply.

Pat Soulliere Lld Skills

Wealth Management Estate Planning Leadership Retirement Planning Strategic Planning Investments Financial Services Strategic Financial Planning Business Planning Team Building Financial Planning Disability Insurance Term Life Insurance Entrepreneurship Life Insurance Public Speaking Customer Service Banking Pensions Insurance Succession Planning Long Term Care Investment Advisory Asset Management Portfolio Management Investment Strategies Coaching Critical Illness

Pat Soulliere Lld Education Details

  • University Of Windsor - Assumption University
    University Of Windsor - Assumption University
    Business

Frequently Asked Questions about Pat Soulliere Lld

What company does Pat Soulliere Lld work for?

Pat Soulliere Lld works for Stewart Fisher Financial

What is Pat Soulliere Lld's role at the current company?

Pat Soulliere Lld's current role is Stewart Fisher Financial Client Relations Expert.

What is Pat Soulliere Lld's email address?

Pat Soulliere Lld's email address is ps****@****nsi.net

What schools did Pat Soulliere Lld attend?

Pat Soulliere Lld attended University Of Windsor - Assumption University.

What skills is Pat Soulliere Lld known for?

Pat Soulliere Lld has skills like Wealth Management, Estate Planning, Leadership, Retirement Planning, Strategic Planning, Investments, Financial Services, Strategic Financial Planning, Business Planning, Team Building, Financial Planning, Disability Insurance.

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