Salomon Elbaz, B.Comm., Fin. Pl., Cim®, Tep

Salomon Elbaz, B.Comm., Fin. Pl., Cim®, Tep Email and Phone Number

Head of Legacy Planning @ Heritage MD - Wealth Advisory
Montreal, QC, CA
Salomon Elbaz, B.Comm., Fin. Pl., Cim®, Tep's Location
Montreal, Quebec, Canada, Canada
Salomon Elbaz, B.Comm., Fin. Pl., Cim®, Tep's Contact Details

Salomon Elbaz, B.Comm., Fin. Pl., Cim®, Tep work email

Salomon Elbaz, B.Comm., Fin. Pl., Cim®, Tep personal email

n/a
About Salomon Elbaz, B.Comm., Fin. Pl., Cim®, Tep

Whether personally or professionally, my mission has always been and will always be to improve and add value. I try my best everyday to apply to all aspects in my life the philosophy of Kaizen which, to me, means continuous improvement.Que ce soit sur le plan personnel ou professionnel, ma mission a toujours été et sera toujours d'améliorer et d'ajouter de la valeur. Je fais de mon mieux chaque jour pour appliquer à tous les aspects de ma vie la philosophie Kaizen qui, pour moi, signifie amélioration continue.

Salomon Elbaz, B.Comm., Fin. Pl., Cim®, Tep's Current Company Details
Heritage MD - Wealth Advisory

Heritage Md - Wealth Advisory

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Head of Legacy Planning
Montreal, QC, CA
Website:
heritagemd.ca
Employees:
6
Salomon Elbaz, B.Comm., Fin. Pl., Cim®, Tep Work Experience Details
  • Heritage Md - Wealth Advisory
    Head Of Legacy Planning
    Heritage Md - Wealth Advisory
    Montreal, Qc, Ca
    View
  • Md Financial Management | Gestion Financière Md
    Senior Financial Planner, Md Management Limited
    Md Financial Management | Gestion Financière Md
    Montreal, Qc, Ca
    View
  • Md Financial Management | Gestion Financière Md
    Senior Financial Planner Md Signature Private Wealth Management
    Md Financial Management | Gestion Financière Md Aug 2021 - Present
    View
  • Mada Community Support
    Member Board Of Directors
    Mada Community Support Jun 2023 - Present
    View
  • Melsol Holdings Inc./ District Holdings Inc.
    Vice President
    Melsol Holdings Inc./ District Holdings Inc. Dec 2018 - Present
  • Scotiabank
    Financial Planner And Investment Specialist - Global Wealth Management
    Scotiabank Aug 2017 - Aug 2021
    View
  • National Bank Of Canada
    Banker, Wealth Management
    National Bank Of Canada Mar 2016 - Aug 2017
    View
  • National Bank Of Canada
    Personal Banking Advisor
    National Bank Of Canada Jun 2014 - Mar 2016
    View
  • Investors Group
    Financial Security Advisor, Mutual Funds Representative/ Business Development Coordinator
    Investors Group Jan 2014 - Jun 2014
    View
  • Investors Group
    Business Development Coordinator/ Associate To Division Director
    Investors Group Jan 2013 - Jan 2014
    View
  • Investors Group
    Talent Acquisition & Marketing
    Investors Group May 2012 - Dec 2012
    View

Salomon Elbaz, B.Comm., Fin. Pl., Cim®, Tep Skills

Teamwork Leadership Highly Analytical Financial Analysis Strategic Financial Planning Financial Accounting Team Management Microsoft Office Microsoft Excel Powerpoint Marketing Accounting Recruiting Sales Business Development Analytical Skills Management Corporate Finance Finance Retail Social Media Team Leadership Business Strategy Time Management Market Research Negotiation Strategic Planning Forecasting Budgets Business Planning Analysis Business Analysis Data Analysis Financial Modeling Strategy Competitive Analysis Entrepreneurship Account Management Marketing Strategy Start Ups Investments Sales Management New Business Development Crm Banking Risk Management Financial Services Management Consulting Insurance Coaching

Salomon Elbaz, B.Comm., Fin. Pl., Cim®, Tep Education Details

  • Concordia University - John Molson School Of Business
    Concordia University - John Molson School Of Business
    Finance & Accounting

Frequently Asked Questions about Salomon Elbaz, B.Comm., Fin. Pl., Cim®, Tep

What company does Salomon Elbaz, B.Comm., Fin. Pl., Cim®, Tep work for?

Salomon Elbaz, B.Comm., Fin. Pl., Cim®, Tep works for Heritage Md - Wealth Advisory

What is Salomon Elbaz, B.Comm., Fin. Pl., Cim®, Tep's role at the current company?

Salomon Elbaz, B.Comm., Fin. Pl., Cim®, Tep's current role is Head of Legacy Planning.

What is Salomon Elbaz, B.Comm., Fin. Pl., Cim®, Tep's email address?

Salomon Elbaz, B.Comm., Fin. Pl., Cim®, Tep's email address is sa****@****ank.com

What schools did Salomon Elbaz, B.Comm., Fin. Pl., Cim®, Tep attend?

Salomon Elbaz, B.Comm., Fin. Pl., Cim®, Tep attended Concordia University - John Molson School Of Business.

What skills is Salomon Elbaz, B.Comm., Fin. Pl., Cim®, Tep known for?

Salomon Elbaz, B.Comm., Fin. Pl., Cim®, Tep has skills like Teamwork, Leadership, Highly Analytical, Financial Analysis, Strategic Financial Planning, Financial Accounting, Team Management, Microsoft Office, Microsoft Excel, Powerpoint, Marketing, Accounting.

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