Sam Hooktwith Ba

Sam Hooktwith Ba Email and Phone Number

Investment Advisor and Life Insurance Specialist @ Manulife Securities
oakville, ontario, canada
Sam Hooktwith Ba's Location
Waterloo, Ontario, Canada, Canada
About Sam Hooktwith Ba

Hello, I am Sam.As a, Investment and Life Insurance advisor my goal is to provide the relevant information regarding investment management, risk management, tax planning strategies and appropriate product options to meet the needs of our clientele.Through an open and collaborative process we can arrive at solutions to long term retirement funding, personal or corporate risk management as well as long term tax management requirements to ensure your family, business and wealth are protected. Please feel free to reach out if you have any questions or would simply like to have a conversation.

Sam Hooktwith Ba's Current Company Details
Manulife Securities

Manulife Securities

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Investment Advisor and Life Insurance Specialist
oakville, ontario, canada
Website:
manulifesecurities.ca
Employees:
1099
Sam Hooktwith Ba Work Experience Details
  • Manulife Securities
    Investment Representative
    Manulife Securities Aug 2023 - Present
    Waterloo, Ontario, Canada
    View
  • Manulife Securities Insurance Inc
    Life Insurance Specialist
    Manulife Securities Insurance Inc Apr 2021 - Present
    Waterloo, Ontario, Canada
  • Hooktwith Insurance Consulting Inc
    Owner
    Hooktwith Insurance Consulting Inc Apr 2021 - Present
    Waterloo, Ontario, Canada
  • Continuum Financial Centres
    Financial Advisor
    Continuum Financial Centres Oct 2016 - Present
    Kitchener, Canada Area
    Responsible for the business development and client servicing of several blocks of formerly independent financial advisory practices. Key focus on the organic growth of existing client business segments through comprehensive financial advice and the placement of investment or insurance products.
  • Continuum Financial Centres
    Financial Advisor
    Continuum Financial Centres 2016 - Present
    Kitchener, Canada Area
  • Investors Group Financial Services Inc.
    Consultant
    Investors Group Financial Services Inc. Jul 2011 - Oct 2013
    Chatham On.
    As a Consultant with Investors Group, it is my responsibility to find and service clients through comprehensive financial planning and strategic investing to assist them in reaching the goals that we have either set together or they have made clear to me.
    View
  • Constructive Carpentry
    Carpenter
    Constructive Carpentry Jul 2010 - Apr 2011
    Blenhiem On
    From replacing a leaky roof to full on tear down and rebuild renovations. The position required an ability to both get to work and stay at it while maintaining a perspective of the larger project to ensure that work done did not have to be taken apart and then redone at a later time. The hands on skills I learned will always be with me as well as the work ethic that is instilled working in a labor intensive position.
  • Action Windows
    Production Manager
    Action Windows 2008 - 2009
    London On
    Managed the on site production of exterior home detailing company for 2 summers during University. This position required me to participate in several levels of business and project management. My responsibilities included prospecting new jobs, providing estimates on both cost and job length, re-booking cancellations, managing the team on the job site based on a budgeted timeline and ensuring the quality of the work completed met not only the clients but our high standards.

Sam Hooktwith Ba Skills

Retirement Planning Investments Strategic Financial Planning Financial Services Financial Planners Estate Planning Mortgage Lending Strategic Planning Financial Planning Finance Wealth Management Insurance Mutual Funds Wealth Strategic Investment Planning Insurance Planning Retirement Financial Risk Management Cash Flow Critical Illness Major Purchase Planning Investment Strategies Strategic Mortgage And Banking Interest Rate Risk Management Leadership Financial Advisory Personal Tax Minimization Cash Flow Tracking And Management Post Secondary School Planning Liquid Asset Development And Accumulation Strategy

Sam Hooktwith Ba Education Details

Frequently Asked Questions about Sam Hooktwith Ba

What company does Sam Hooktwith Ba work for?

Sam Hooktwith Ba works for Manulife Securities

What is Sam Hooktwith Ba's role at the current company?

Sam Hooktwith Ba's current role is Investment Advisor and Life Insurance Specialist.

What schools did Sam Hooktwith Ba attend?

Sam Hooktwith Ba attended The University Of Western Ontario, Investment Funds Institute Of Canada, Investment Funds Institute Of Canada, Galt Collegiate Institute.

What are some of Sam Hooktwith Ba's interests?

Sam Hooktwith Ba has interest in Water Sports, Football, Writing, Economic Empowerment, Politics, Snowboarding, Education, Literature, Science And Technology, Golf.

What skills is Sam Hooktwith Ba known for?

Sam Hooktwith Ba has skills like Retirement Planning, Investments, Strategic Financial Planning, Financial Services, Financial Planners, Estate Planning, Mortgage Lending, Strategic Planning, Financial Planning, Finance, Wealth Management, Insurance.

Who are Sam Hooktwith Ba's colleagues?

Sam Hooktwith Ba's colleagues are Chris Sklarchuk, John Kountourakis, B.a.,, Lorena Gruescu, Harold Bartz, Steven Clark, Willy Mcguinness, Michelle B. Myles.

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