Tony Bernardo

Tony Bernardo Email and Phone Number

Manager, Client Services @ Investment Planning Counsel
Oakville, ON, CA
Tony Bernardo's Location
Oakville, Ontario, Canada, Canada
Tony Bernardo's Contact Details

Tony Bernardo work email

Tony Bernardo personal email

About Tony Bernardo

Tony Bernardo is a Manager, Client Services at Investment Planning Counsel. He possess expertise in financial services, wealth management, relationship management, management, mutual funds and 16 more skills.

Tony Bernardo's Current Company Details
Investment Planning Counsel

Investment Planning Counsel

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Manager, Client Services
Oakville, ON, CA
Website:
ipcc.ca
Employees:
1009
Tony Bernardo Work Experience Details
  • Investment Planning Counsel
    Manager, Client Services
    Investment Planning Counsel
    Oakville, On, Ca
    View

Tony Bernardo Skills

Financial Services Wealth Management Relationship Management Management Mutual Funds Investments Team Leadership Project Management Banking Business Analysis Equities Portfolio Management Risk Management Business Communications Investment Advisory Process Improvement Partner Management Customer Support Green Belt Training Compliance

Frequently Asked Questions about Tony Bernardo

What company does Tony Bernardo work for?

Tony Bernardo works for Investment Planning Counsel

What is Tony Bernardo's role at the current company?

Tony Bernardo's current role is Manager, Client Services.

What is Tony Bernardo's email address?

Tony Bernardo's email address is to****@****ail.com

What skills is Tony Bernardo known for?

Tony Bernardo has skills like Financial Services, Wealth Management, Relationship Management, Management, Mutual Funds, Investments, Team Leadership, Project Management, Banking, Business Analysis, Equities, Portfolio Management.

Who are Tony Bernardo's colleagues?

Tony Bernardo's colleagues are Zachary Lampreia, Jason Harris, Jeff Tran, Bernd Niermann, Pat Magliaro Cfp®, Ris - Ipc Investment Corp. / Magliaro Financial Planning, Nadia Louchina, Maria Jordan.

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