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Sylvia Bitelli Email & Phone Number

Insurance AdvisorCustomplan Financial Advisors Inc.Investment Fund AdvisorInvestia Financial Services Inc. at Investia Services financiers inc. / Investia Financial Services Inc.
Location: Vancouver, British Columbia, Canada 5 work roles 4 schools
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Current company
Investia Services financiers inc. / Investia Financial Services Inc.
Role
Insurance AdvisorCustomplan Financial Advisors Inc.Investment Fund AdvisorInvestia Financial Services Inc.
Location
Vancouver, British Columbia, Canada
Company size
512 employees

Who is Sylvia Bitelli? Overview

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Quick answer

Sylvia Bitelli is listed as Insurance AdvisorCustomplan Financial Advisors Inc.Investment Fund AdvisorInvestia Financial Services Inc. at Investia Services financiers inc. / Investia Financial Services Inc., a company with 512 employees, based in Vancouver, British Columbia, Canada. AeroLeads shows a matched LinkedIn profile for Sylvia Bitelli.

Sylvia Bitelli previously worked as Insurance Advisor at Customplan Financial Advisors Inc. and Investment Fund Advisor at Investia Services Financiers Inc. / Investia Financial Services Inc.. Sylvia Bitelli holds Associate'S Degree, Finances, Aicb from The Institute Of Canadian Bankers - Icb.

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Investia Services financiers inc. / Investia Financial Services Inc.

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Profile bio

About Sylvia Bitelli

Has worked as a professional in the Financial Industry in Vancouver since 1985. Strongly believes that the appropriate balance between Risk and Opportunity is essential to a healthy financial lifestyle.Experience has taught her that the best results are generated from a process that first identifies the needs, then processes the gathered information and finally presents specific solutions that satisfy those needs. The chosen plan is then monitored and adjusted regularly.Her clients look for a responsible Peace of Mind. Through her advice, they are empowered to make an educated choice and rest assured that the outcome of their choice is regularly monitored and fine tuned to the external environment and to their changing personal life.

Listed skills include Investments, Mutual Funds, Life Insurance, Retirement Planning, and 26 others.

Current workplace

Sylvia Bitelli's current company

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Investia Services financiers inc. / Investia Financial Services Inc.
Investia Services Financiers Inc. / Investia Financial Services Inc.
Insurance AdvisorCustomplan Financial Advisors Inc.Investment Fund AdvisorInvestia Financial Services Inc.
canada
Website
investia.ca
Employees
512
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Company profile
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5 roles · 41 years

Sylvia Bitelli work experience

A career timeline built from the work history available for this profile.

Insurance Advisor

Current
Customplan Financial Advisors Inc.

1900-1500 West Georgia St. Vancouver, BC V6G 2Z6

Sep 2017 - Present

Independent Insurance Broker

Cf Canada Financial

Vancouver, BC, Canada

2007 - 2017 ~10 yrs

Insurance Broker & Marketing Director

Equinox Financial Group & Customplan Financial Services

Vancouver, BC, Canada

As a marketing director, recruited and trained licensed Life Insurance brokers who were new to the Living Benefits scenario or wanted to improve their knowledge and selling techniques in Critical Illness Insurance. With the "whole-financial-picture" in mind, used a result oriented strategy which included a strong client focused approach. A good adviser.

2000 - 2007 ~7 yrs

Schedule Ii Bank Management

Bci Of Canada

Vancouver, BC, Canada

Corporate & Boutique Banking- Foreign Relations - Discounting of Accounts Receivable for major multinational companies - Instrumental in building a base of individual wealthy clients in order to establish a group of loyal investors who would receive tailored banking services -Hired in 1985 by the Bank's president to open the new Vancouver branch/Rep.

1985 - 1998 ~13 yrs
Team & coworkers

Colleagues at Investia Services financiers inc. / Investia Financial Services Inc.

Other employees you can reach at investia.ca. View company contacts for 512 employees →

KC Katherine Chamberland Katherine Chamberland Colleague at Investia Services Financiers Inc. / Investia Financial Services Inc.Canada, Canada View → SC Samantha Cheung Samantha Cheung Colleague at Investia Services Financiers Inc. / Investia Financial Services Inc.Canada, Canada View → AS Ashok Sharma Cfp, Clu Ashok Sharma Cfp, Clu Colleague at Investia Services Financiers Inc. / Investia Financial Services Inc.Calgary, Alberta, Canada, Canada View → SR Steven R. Sorko, Ba, Cfp Steven R. Sorko, Ba, Cfp Colleague at Investia Services Financiers Inc. / Investia Financial Services Inc.North Vancouver, British Columbia, Canada, Canada View → GA Gary Ash Gary Ash Colleague at Investia Services Financiers Inc. / Investia Financial Services Inc.Regina, Saskatchewan, Canada, Canada View → PN Patrice Nardozza Patrice Nardozza Colleague at Investia Services Financiers Inc. / Investia Financial Services Inc.Montreal, Quebec, Canada, Canada View → ML Michel Losier Bba, Cfp Michel Losier Bba, Cfp Colleague at Investia Services Financiers Inc. / Investia Financial Services Inc.Tracadie, New Brunswick, Canada, Canada View → RL Ryan Lehigh Ryan Lehigh Colleague at Investia Services Financiers Inc. / Investia Financial Services Inc.Welland, Ontario, Canada, Canada View → ML Michael Leblanc Michael Leblanc Colleague at Investia Services Financiers Inc. / Investia Financial Services Inc.Greater Sudbury, Ontario, Canada, Canada View → DB Donovan Brown Donovan Brown Colleague at Investia Services Financiers Inc. / Investia Financial Services Inc.Canada, Canada View →
4 education records

Sylvia Bitelli education

Associate'S Degree, Finances, Aicb

The Institute Of Canadian Bankers - Icb

Aicb Associate To The Institute Of Canadian Bankers, Banking, Corporate, Finance, And Securities Law

Simon Fraser University

Faculty Of Science & Medicine

University Of Turin, Italy

High School Grade 13, Classics And Classical Languages, Literatures, And Linguistics, 13

Liceo Classico Cavour Turin, Italy

Activities and Societies: Philosophy, History, Ancient Greek, Latin, Modern & Ancient Languages Literature, French, Math, Physics,

FAQ

Frequently asked questions about Sylvia Bitelli

Quick answers generated from the profile data available on this page.

What company does Sylvia Bitelli work for?

Sylvia Bitelli works for Investia Services financiers inc. / Investia Financial Services Inc..

What is Sylvia Bitelli's role at Investia Services financiers inc. / Investia Financial Services Inc.?

Sylvia Bitelli is listed as Insurance AdvisorCustomplan Financial Advisors Inc.Investment Fund AdvisorInvestia Financial Services Inc. at Investia Services financiers inc. / Investia Financial Services Inc..

Where is Sylvia Bitelli based?

Sylvia Bitelli is based in Vancouver, British Columbia, Canada while working with Investia Services financiers inc. / Investia Financial Services Inc..

What companies has Sylvia Bitelli worked for?

Sylvia Bitelli has worked for Customplan Financial Advisors Inc., Investia Services Financiers Inc. / Investia Financial Services Inc., Cf Canada Financial, Equinox Financial Group & Customplan Financial Services, and Bci Of Canada.

Who are Sylvia Bitelli's colleagues at Investia Services financiers inc. / Investia Financial Services Inc.?

Sylvia Bitelli's colleagues at Investia Services financiers inc. / Investia Financial Services Inc. include Katherine Chamberland, Samantha Cheung, Ashok Sharma Cfp, Clu, Steven R. Sorko, Ba, Cfp, and Gary Ash.

How can I contact Sylvia Bitelli?

You can use AeroLeads to view verified contact signals for Sylvia Bitelli at Investia Services financiers inc. / Investia Financial Services Inc., including work email, phone, and LinkedIn data when available.

What schools did Sylvia Bitelli attend?

Sylvia Bitelli holds Associate'S Degree, Finances, Aicb from The Institute Of Canadian Bankers - Icb.

What skills is Sylvia Bitelli known for?

Sylvia Bitelli is listed with skills including Investments, Mutual Funds, Life Insurance, Retirement Planning, Insurance, Financial Services, Financial Advisory, and Wealth Management.

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