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Sylvia Bitelli Email & Phone Number

Location: Vancouver, British Columbia, Canada 5 work roles 4 schools
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Role
Insurance Advisor
Location
Vancouver, British Columbia, Canada
Company size

Who is Sylvia Bitelli? Overview

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Quick answer

Sylvia Bitelli is listed as Insurance Advisor at Investia Services financiers inc. / Investia Financial Services Inc., a 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

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Investia Services financiers inc. / Investia Financial Services Inc.
Investia Services Financiers Inc. / Investia Financial Services Inc.
Insurance Advisor
canada
Website
Employees
512
AeroLeads page
5 roles · 42 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 should focus on presenting the right solutions for the client, rather than becoming only an expert at selling a product. Worked actively… Show more 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 should focus on presenting the right solutions for the client, rather than becoming only an expert at selling a product. Worked actively with the other Directors. Results were regularly monitored by the whole team and reviewed with the managing partner. Show less

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 Office, reported directly to the VP in Toronto for all the foreign relations matters- Banca Commerciale Italiana of Canada was a Schedule II… Show more 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 Office, reported directly to the VP in Toronto for all the foreign relations matters- Banca Commerciale Italiana of Canada was a Schedule II Canadian Bank, wholly owned by Banca Commerciale Italiana, Milan, Italy. In 1999 Banca Commerciale Italiana entered the group Banca Intesa SpA, which pursuant to the merger in 2001 changed its name in IntesaBCI; on 1 January 2003, the group's name changed to Banca Intesa. In 2007, Sanpaolo IMI merged into Banca Intesa and the name changed to Intesa Sanpaolo SpA. Show less

1985 - 1998 ~13 yrs
Team & coworkers

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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

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 Advisor 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 Félix Caron, Donald Kuepfer, Cea, Ris, Donna Ogston, Peter Or, and Jeff Bennett Chs Cea Epc.

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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