Tim Mcgillivray, Cim Pfp Ris

Tim Mcgillivray, Cim Pfp Ris Email and Phone Number

Mutual Fund RepresentativeLife and Health Insurance AdvisorPersonal Financial Planner @ Desjardins Financial Security Investments Inc.
toronto, ontario, canada
Tim Mcgillivray, Cim Pfp Ris's Location
Saskatchewan, Canada, Canada
About Tim Mcgillivray, Cim Pfp Ris

Tim Mcgillivray, Cim Pfp Ris is a Mutual Fund RepresentativeLife and Health Insurance AdvisorPersonal Financial Planner at Desjardins Financial Security Investments Inc..

Tim Mcgillivray, Cim Pfp Ris's Current Company Details
Desjardins Financial Security Investments Inc.

Desjardins Financial Security Investments Inc.

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Mutual Fund RepresentativeLife and Health Insurance AdvisorPersonal Financial Planner
toronto, ontario, canada
Website:
investdfsi.ca
Employees:
254
Tim Mcgillivray, Cim Pfp Ris Work Experience Details
  • Desjardins Financial Security Investments Inc.
    Mutual Fund Representative
    Desjardins Financial Security Investments Inc. Nov 2023 - Present
    330 - 20Th Street East Saskatoon,Sk S7K 0A7 Office 306-242-1188 Ext 7637
    I 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.
  • Affinity Credit Union
    Financial Planner
    Affinity Credit Union Mar 2020 - Oct 2023
    Saskatoon, Saskatchewan, Canada
    Focused 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.
  • Bmo Bank Of Montreal
    Financial Planner
    Bmo Bank Of Montreal May 2019 - Mar 2020
    Saskatoon, Sk
  • Canadian Federation Of Independent Business
    District Manager
    Canadian Federation Of Independent Business Aug 2017 - Apr 2019
    Saskatchewan, Canada
  • World Financial Group
    Marketing Director
    World Financial Group Apr 2014 - Oct 2016
    Saskatoon,Sk
    Responsible 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.
  • Scotia Private Client Group
    Investment Relationship Manager
    Scotia Private Client Group Jan 2008 - Feb 2014
    Responsible 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.
  • Edward Jones
    Financial Advisor
    Edward Jones Nov 2006 - Sep 2007
  • Shaw Cablesystems
    Sales
    Shaw Cablesystems 1996 - 2006

Tim Mcgillivray, Cim Pfp Ris Education Details

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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