Tom Aldridge Qafp Cebs

Tom Aldridge Qafp Cebs Email and Phone Number

Advisor @ Precision Wealth Management
parksville, british columbia, canada
Tom Aldridge Qafp Cebs's Location
Winnipeg, Manitoba, Canada, Canada
Tom Aldridge Qafp Cebs's Contact Details

Tom Aldridge Qafp Cebs work email

Tom Aldridge Qafp Cebs personal email

n/a
About Tom Aldridge Qafp Cebs

Tom Aldridge Qafp Cebs is a Advisor at Precision Wealth Management. He possess expertise in estate planning, financial advisory, sales process, cash management, financial planners and 32 more skills.

Tom Aldridge Qafp Cebs's Current Company Details
Precision Wealth Management

Precision Wealth Management

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Advisor
parksville, british columbia, canada
Website:
precisionwealth.ca
Employees:
5
Tom Aldridge Qafp Cebs Work Experience Details
  • Precision Wealth Management
    Group Benefits Specialist
    Precision Wealth Management Feb 2024 - Present
    Winnipeg, Manitoba, Canada
    View
  • Ig Wealth Management
    Financial Advisor
    Ig Wealth Management Sep 2010 - Dec 2023
    View
  • Investors Group
    Division Director Rrc Gba
    Investors Group Nov 2015 - Oct 2017
    Winnipe South- Waverley Street
    My role as a Division Director is to build the Winnipeg South region by hiring and training professional, principled, and holistic financial advisors. I help Consultants reach their full potential by facilitating a training program that is highly regarded in the Canadian financial services industry.I am interested in connecting with entrepreneurial minded, enthusiastic individuals who value individuality in the workplace, room for continual personal and professional growth, and who look to have a demonstrated positive impact on their clients and community.
    View
  • United Way Of Winnipeg
    Chair- United Way Annual Truck Pull
    United Way Of Winnipeg Mar 2017 - Nov 2019
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  • Manitoba Trucking Association
    Associated Trades Division Chairman
    Manitoba Trucking Association 2007 - Jan 2018
    View
  • Manitoba Aerospace Association
    Board Member
    Manitoba Aerospace Association 2011 - 2014
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  • Canadian Linen/Ameripride Services/Quebec Linge
    Image Consultant
    Canadian Linen/Ameripride Services/Quebec Linge Apr 2006 - Aug 2010
    View
  • Fastenal
    Assistant Sales Manager
    Fastenal Oct 2004 - Mar 2006
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  • Rbc Dominion Securities
    Commodity Trader
    Rbc Dominion Securities Mar 1996 - Sep 2004
    View

Tom Aldridge Qafp Cebs Skills

Estate Planning Financial Advisory Sales Process Cash Management Financial Planners Personal Tax Planning B2b Retirement Planning Account Management Sales Financial Planning Customer Retention Sales Operations Client Services Business Development Investments Negotiation Finance Strategy Asset Managment Financial Services Sales Management Business Planning Strategic Financial Planning Investment Strategies Asset Management New Business Development Employee Training Customer Service Investment Advisory Services Budgets Business Strategy Insurance Planning Superior Client Service Sales Presentations Retirement Selling

Tom Aldridge Qafp Cebs Education Details

  • Dalhousie University
    Dalhousie University
    Group Benefits Management
    View
  • Canadian Securities Institute
    Canadian Securities Institute
    Financial Planning And Services
  • Cifp
    Cifp
    Cfp
  • International Foundation Of Employee Benefits
    International Foundation Of Employee Benefits
    Employee Benefits
  • International Foundation Of Employee Benefits Plans
    International Foundation Of Employee Benefits Plans
    Group Benefits
  • Financial Planning Standards Council
    Financial Planning Standards Council
    Pass

Frequently Asked Questions about Tom Aldridge Qafp Cebs

What company does Tom Aldridge Qafp Cebs work for?

Tom Aldridge Qafp Cebs works for Precision Wealth Management

What is Tom Aldridge Qafp Cebs's role at the current company?

Tom Aldridge Qafp Cebs's current role is Advisor.

What is Tom Aldridge Qafp Cebs's email address?

Tom Aldridge Qafp Cebs's email address is to****@****oup.com

What schools did Tom Aldridge Qafp Cebs attend?

Tom Aldridge Qafp Cebs attended Dalhousie University, Canadian Securities Institute, Cifp, International Foundation Of Employee Benefits, International Foundation Of Employee Benefits Plans, Financial Planning Standards Council.

What skills is Tom Aldridge Qafp Cebs known for?

Tom Aldridge Qafp Cebs has skills like Estate Planning, Financial Advisory, Sales Process, Cash Management, Financial Planners, Personal Tax Planning, B2b, Retirement Planning, Account Management, Sales, Financial Planning, Customer Retention.

Who are Tom Aldridge Qafp Cebs's colleagues?

Tom Aldridge Qafp Cebs's colleagues are Justin Paniak, Cim® Cfp®, Carly Broetz, Tracy Levirs, Rda.

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