Victor Chack-Wan , Cim®, Ciwm

Victor Chack-Wan , Cim®, Ciwm Email and Phone Number

Vice President, Wealth Management Operations @ Prudentia Insurance and Wealth Management Inc.
Montreal, QC, CA
Victor Chack-Wan , Cim®, Ciwm's Location
Montreal, Quebec, Canada, Canada
Victor Chack-Wan , Cim®, Ciwm's Contact Details

Victor Chack-Wan , Cim®, Ciwm work email

Victor Chack-Wan , Cim®, Ciwm personal email

n/a
About Victor Chack-Wan , Cim®, Ciwm

🖋 “𝑰𝒕'𝒔 𝒏𝒐𝒕 𝒉𝒐𝒘 𝒎𝒖𝒄𝒉 𝒎𝒐𝒏𝒆𝒚 𝒚𝒐𝒖 𝒎𝒂𝒌𝒆, 𝒃𝒖𝒕 𝒉𝒐𝒘 𝒎𝒖𝒄𝒉 𝒎𝒐𝒏𝒆𝒚 𝒚𝒐𝒖 𝒌𝒆𝒆𝒑, 𝒉𝒐𝒘 𝒉𝒂𝒓𝒅 𝒊𝒕 𝒘𝒐𝒓𝒌𝒔 𝒇𝒐𝒓 𝒚𝒐𝒖, 𝒂𝒏𝒅 𝒉𝒐𝒘 𝒎𝒂𝒏𝒚 𝒈𝒆𝒏𝒆𝒓𝒂𝒕𝒊𝒐𝒏𝒔 𝒚𝒐𝒖 𝒌𝒆𝒆𝒑 𝒊𝒕 𝒇𝒐𝒓”👨‍💼 𝐀𝐛𝐨𝐮𝐭 𝐌𝐞: 17 years experience as a Financial Advisor, 🗝 Certified International Wealth Manager, Chartered Investment Manager designations⚙ We use a holistic approach in our wealth management practice to deliver value added advice so that you can maximize the benefits of your wealth.🤝 𝗛𝗼𝘄 𝘄𝗲 𝗵𝗲𝗹𝗽 𝗼𝘂𝗿 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 / 𝗢𝘂𝗿 𝘃𝗮𝗹𝘂𝗲 𝗽𝗿𝗼𝗽𝗼𝘀𝗶𝘁𝗶𝗼𝗻:

Victor Chack-Wan , Cim®, Ciwm's Current Company Details
Prudentia Insurance and Wealth Management Inc.

Prudentia Insurance And Wealth Management Inc.

View
Vice President, Wealth Management Operations
Montreal, QC, CA
Employees:
3
Victor Chack-Wan , Cim®, Ciwm Work Experience Details
  • Prudentia Insurance And Wealth Management Inc.
    Vice President, Wealth Management Operations
    Prudentia Insurance And Wealth Management Inc.
    Montreal, Qc, Ca
  • Prudentia Insurance And Wealth Management Inc.
    Financial Security Advisor
    Prudentia Insurance And Wealth Management Inc. May 2014 - Present
    Montreal, Canada Area
    🛡 Providing comprehensive financial security advice and solutions to protect your family and enhance your personal life:✔ Preserving your estate so that the assets your children inherit are not depleted by substantial tax liabilities.✔ Maximizing your estate using the significant tax advantages of life insurance.✔ Protecting your quality of life against the financial impact of prolonged illness or injury.For business owners:✔ Protecting your business against the loss of an owner or key person.✔ Protecting your business if an owner or key person suffers an accident, sickness, disability or critical illness.✔ Meeting the tax and estate planning needs of transferring business ownership to a family member.🏷 Insurance products:• Term Life• Permanent Life• Universal Life• Critical Illness• Long Term Care• Disability Insurance• Travel and Visitor to Canada Health Insurance• Segregated Funds• Annuities
  • Prudentia Insurance And Wealth Management Inc.
    Vice President, Wealth Management Operations
    Prudentia Insurance And Wealth Management Inc. Aug 2016 - Present
    Montreal, Quebec, Canada
  • Global Maxfin Investments Inc.
    Group Savings Plan Dealing Representative
    Global Maxfin Investments Inc. Feb 2006 - Present
    Montreal, Canada Area
    Core competencies:✔ Independent Advice✔ Client-Focused✔ Best in class products & services📍 Where I am licensed: Quebec, Ontario, British Columbia📚What we offer:✅ Investment planning✅ Education Planning ✅Private Wealth for High Net Worth individuals and businesses✅Mutual Funds, ETF Portfolios Funds, Private Pool Investments, Flow-Through Shares, Alternative Investments. ✅ RRSP, RRIF, LIRA, LIF, TFSA, RESP, RDSPDual-Licensing Disclaimer: Global Maxfin Investments Inc. is registered as a Mutual Fund Dealer with the Provincial Securities Commissions and as such are authorized to distribute mutual funds and other approved securities as permitted under our registration. They may also be able to provide other services or products to you through their own business. As a member of the Mutual Fund Dealers Association of Canada ( MFDA) Global Maxfin Investments Inc. is obligated to disclose to you that you may be dealing with companies other than Global Maxfin Investments Inc. when purchasing other services or products. Mutual funds and exempt market products are offered and regulated through Global Maxfin Investments Inc. Non-Mutual fund products and services such as Life Insurance, Segregated funds, and Travel insurance are provided through Prudentia Insurance and Wealth Management Inc.
  • Global Maxfin Investments Inc
    Branch Manager
    Global Maxfin Investments Inc Feb 2006 - Present
    Montreal, Canada Area
    ✔ Supervisory oversight of the branch's dealing representatives for quality assurance and compliance.✔ Advise and educate financial advisors on regulatory matters, provide professional development training to augment their knowledge and skills regarding products and services.✔ Build solid relationships with our partner institutions to support team of financial advisors

Victor Chack-Wan , Cim®, Ciwm Skills

Investments Retirement Planning Mutual Funds Financial Markets Wealth Management Portfolio Management Finance Wealth Management Services Financial Advisory Trading Derivatives Investment Strategies Securities Investment Advisory Banking Wealth Private Wealth Management Education Savings

Victor Chack-Wan , Cim®, Ciwm Education Details

Frequently Asked Questions about Victor Chack-Wan , Cim®, Ciwm

What company does Victor Chack-Wan , Cim®, Ciwm work for?

Victor Chack-Wan , Cim®, Ciwm works for Prudentia Insurance And Wealth Management Inc.

What is Victor Chack-Wan , Cim®, Ciwm's role at the current company?

Victor Chack-Wan , Cim®, Ciwm's current role is Vice President, Wealth Management Operations.

What is Victor Chack-Wan , Cim®, Ciwm's email address?

Victor Chack-Wan , Cim®, Ciwm's email address is vc****@****tico.ca

What schools did Victor Chack-Wan , Cim®, Ciwm attend?

Victor Chack-Wan , Cim®, Ciwm attended Concordia University, Canadian Securities Institute.

What skills is Victor Chack-Wan , Cim®, Ciwm known for?

Victor Chack-Wan , Cim®, Ciwm has skills like Investments, Retirement Planning, Mutual Funds, Financial Markets, Wealth Management, Portfolio Management, Finance, Wealth Management Services, Financial Advisory, Trading, Derivatives, Investment Strategies.

Who are Victor Chack-Wan , Cim®, Ciwm's colleagues?

Victor Chack-Wan , Cim®, Ciwm's colleagues are Steven Cheng, Aicb.

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