Rob Caissie Clu Email and Phone Number
Rob Caissie Clu work email
- Valid
- Valid
- Valid
Rob Caissie Clu personal email
Rob Caissie Clu is a Regional Director of Business Development Atlantic at QFS. He possess expertise in strategic financial planning, investments, retirement, retirement planning, business planning and 13 more skills. Colleagues describe him as "Rob hired me as a Financial Advisor with Freedom 55 Financial in 2009. He has helped tremendously over the last 3 years and continues to educate me on new ideas and ways to add value for my clients. Rob has been there for me every step of the way and continues to support me and the growth of my business."
Qfs
View- Website:
- qfscanada.com
- Employees:
- 93
-
Regional Business Development ManagerQfs Dec 2023 - PresentBedford, Nova Scotia, Canada
-
Chief Executive OfficerCu Financial Management Sep 2020 - Apr 2021Atlantic CanadaThe Atlantic Group of Credential Advisors is finally under one Atlantic Canadian Wealth Company. CU Financial Management. Helping their clients make the most important financial decisions of their lives. -
Director Of Wealth ManagementAtlantic Group Jan 2018 - Sep 2020
-
Managing DirectorDesjardins Financial Security Independent Network Mar 2013 - Aug 2017Halifax, Canada AreaOwned the largest Financial Centre of Desjardins Financial Security Independent Network in Atlantic Canada. -
Director Business DevelopmentFreedom 55 Financial Mar 2003 - Feb 2013As a Director of Business Development I was responsible for managing the business results and recruiting budget for the Nova Scotia Regional Office of Freedom 55 Financial. I was directly aligned with 20 experienced advisors with whom I was expected to be a Strategic Coach, assist with effective business planning, provide case consultation and joint field work. -
Retirement & Investment Services ManagerGreat-West Jan 1998 - Feb 2003As a RIS manager was responsible for the acquisition of new Investments for the Nova Scotia Freedom 55 Financial Branch. Influenced this through training of advisors, launching of new products and joint field work. -
AdvisorDesjardins Jan 1992 - Dec 1997Built a successfull financial planning practice focused on retirement and estate planning for families. Focused on referrals from clients for growth. -
AdvisorLondon Life Jun 1989 - Dec 1992Trained in the June New Man School in London, Ontario. Developed a financial practice focused on Life Insurance needs for individuals.
Rob Caissie Clu Skills
Rob Caissie Clu Education Details
-
Marketing -
Pictou Academy
Frequently Asked Questions about Rob Caissie Clu
What company does Rob Caissie Clu work for?
Rob Caissie Clu works for Qfs
What is Rob Caissie Clu's role at the current company?
Rob Caissie Clu's current role is Regional Director of Business Development Atlantic.
What is Rob Caissie Clu's email address?
Rob Caissie Clu's email address is ro****@****ial.com
What schools did Rob Caissie Clu attend?
Rob Caissie Clu attended Saint Mary's University, Pictou Academy.
What skills is Rob Caissie Clu known for?
Rob Caissie Clu has skills like Strategic Financial Planning, Investments, Retirement, Retirement Planning, Business Planning, Estate Planning, Business Development, Financial Planning, Finance, Critical Illness, Life Insurance, Financial Services.
Who are Rob Caissie Clu's colleagues?
Rob Caissie Clu's colleagues are Dino Maragos, Jane Fan Cpa, Cga, Mba, Jo-Anne Callaghan, Michelle Encomienda, Alex Kourys, Nathan Scovil, Todd Macleod.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial