Tim Mcgillivray, Cim Pfp Ris Email and Phone Number
Tim Mcgillivray, Cim Pfp Ris is a Mutual Fund RepresentativeLife and Health Insurance AdvisorPersonal Financial Planner at Desjardins Financial Security Investments Inc..
Desjardins Financial Security Investments Inc.
View- Website:
- investdfsi.ca
- Employees:
- 254
-
Mutual Fund RepresentativeDesjardins Financial Security Investments Inc. Nov 2023 - Present330 - 20Th Street East Saskatoon,Sk S7K 0A7 Office 306-242-1188 Ext 7637I am licensed as a mutual fund representative in the province of Saskatchewan.I am insurance licensed in the province of Saskatchewan.* Mutual Funds are provided through Desjardins Financial Security Investments Inc. Life and Health Insurance products are provided through Desjardins Independent Network Insurance Agency. Desjardins Independent Network Insurance Agency is a business name of Desjardins Independent Network Insurance Inc. which also operates in BC under the assumed name Desjardins Independent Network Insurance Agency Inc. Desjardins® and related trademarks are trademarks of the Fédération des caisses Desjardins du Québec used under license. -
Financial PlannerAffinity Credit Union Mar 2020 - Oct 2023Saskatoon, Saskatchewan, CanadaFocused on understanding clients and building holistic financial plans to bring them the piece of mind they need while moving forward to achieving their personal goals and dreams. -
Financial PlannerBmo Bank Of Montreal May 2019 - Mar 2020Saskatoon, Sk -
District ManagerCanadian Federation Of Independent Business Aug 2017 - Apr 2019Saskatchewan, Canada -
Marketing DirectorWorld Financial Group Apr 2014 - Oct 2016Saskatoon,SkResponsible for providing high quality financial solutions to Canadian families. Creating and developing deep long term relationships and delivering easily understood and implemented financial plans. Currently leading a team of 4 advisers as coach and mentor. Responsible for teaching client facing workshops. -
Investment Relationship ManagerScotia Private Client Group Jan 2008 - Feb 2014Responsible for all aspects of client servicing and assisting the Portfolio Manager in managing private client assets at Scotia Asset Management L.P., Tim has been with the Scotiabank Group since 2008 and has worked in the financial industry since 2006. Past positions held with the Scotiabank Group include Portfolio Administrator.Tim holds the Chartered Investment Manager and the Fellow of the Canadian Securities Institute designations, has completed the Canadian Securities Course and the Personal Financial Planning Course through the Canadian Securities Institute and is currently a candidate for the Chartered Financial Analyst Designation. -
Financial AdvisorEdward Jones Nov 2006 - Sep 2007 -
SalesShaw Cablesystems 1996 - 2006
Tim Mcgillivray, Cim Pfp Ris Education Details
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Weyburn Comprehensive High School
Frequently Asked Questions about Tim Mcgillivray, Cim Pfp Ris
What company does Tim Mcgillivray, Cim Pfp Ris work for?
Tim Mcgillivray, Cim Pfp Ris works for Desjardins Financial Security Investments Inc.
What is Tim Mcgillivray, Cim Pfp Ris's role at the current company?
Tim Mcgillivray, Cim Pfp Ris's current role is Mutual Fund RepresentativeLife and Health Insurance AdvisorPersonal Financial Planner.
What schools did Tim Mcgillivray, Cim Pfp Ris attend?
Tim Mcgillivray, Cim Pfp Ris attended University Of Saskatchewan, Weyburn Comprehensive High School.
Who are Tim Mcgillivray, Cim Pfp Ris's colleagues?
Tim Mcgillivray, Cim Pfp Ris's colleagues are Stephen Flindall, Vicky-Michaella Iradukunda, Deborah Williams, Mba, Cfp®, Patrick Kennedy, John Hull, Abderahmane Kouider-El Ouahed, Christine Amaral.
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