Ralph  Zeidan, Pl.Fin.

Ralph Zeidan, Pl.Fin. Email and Phone Number

• Investment Advisor • Financial Planner • Financial Security Advisor • Life Insurance Agent • @ Ralph Zeidan Wealth Management
Ralph Zeidan, Pl.Fin.'s Location
Montreal, Quebec, Canada, Canada
Ralph Zeidan, Pl.Fin.'s Contact Details

Ralph Zeidan, Pl.Fin. work email

Ralph Zeidan, Pl.Fin. personal email

n/a
About Ralph Zeidan, Pl.Fin.

Ralph Zeidan is a licensed financial professional who helps Canadians attain financial liberty through a holistic approach combining various wealth management techniques. With over twelve years of experience in the fields of retail banking, financial planning, insurance of persons as well as investment securities, Ralph has achieved great success dealing with high-net-worth individuals and business owners in catering to their needs while building long-lasting relationships.My financial planning and investment securities services are offered through Manulife Wealth Inc. Moreover, my insurance of persons services are offered through Ralph Zeidan Wealth Management. Ralph Zeidan est un professionnel financier agréé qui aide les Canadiens à atteindre la liberté financière grâce à une approche holistique combinant diverses techniques de gestion de patrimoine. Avec plus de douze années d'expérience dans les domaines de la banque de détail, de la planification financière, de l'assurance de personnes ainsi que des valeurs mobilières, Ralph a connu un grand succès auprès des particuliers et des propriétaires d'entreprise fortunés en répondant à leurs besoins tout en bâtissant des relations durables.Mes services en planification financière et en valeurs mobilières sont offerts par l'intermédiaire de Patrimoine Manuvie Inc. Par ailleurs, mes services en assurance de personnes sont offerts par l'intermédiaire de Gestion de Patrimoine Ralph Zeidan.

Ralph Zeidan, Pl.Fin.'s Current Company Details
Ralph Zeidan Wealth Management

Ralph Zeidan Wealth Management

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• Investment Advisor • Financial Planner • Financial Security Advisor • Life Insurance Agent •
Ralph Zeidan, Pl.Fin. Work Experience Details
  • Ralph Zeidan Wealth Management
    President
    Ralph Zeidan Wealth Management Mar 2021 - Present
    Montreal, Quebec, Ca
  • Manulife Wealth
    Investment Advisor And Financial Planner
    Manulife Wealth May 2018 - Present
    Oakville, Ontario, Ca
  • Scotiabank
    Senior Investment And Personal Banking Specialist
    Scotiabank Jun 2015 - Aug 2017
    Toronto, Ontario, Ca
  • Cibc
    Financial Services Representative
    Cibc May 2013 - Jun 2015
    Toronto, Ontario, Ca
  • Cibc
    Senior Credit Counselor
    Cibc Nov 2010 - May 2013
    Toronto, Ontario, Ca

Ralph Zeidan, Pl.Fin. Skills

Credit Banking Risk Management Excel Lotus Notes Negotiation Outlook Powerpoint Call Center French Word Problem Solving Access Customer Service Compliance Teamwork Accounts Receivable Microsoft Office English Credit Cards Credit Risk Marketing Mortgage Lending Social Media Finance Microsoft Word Call Centers Credit Analysis Sales Retail Banking Mutual Funds Loans Financial Risk Portfolio Management Financial Services Investments Microsoft Excel

Ralph Zeidan, Pl.Fin. Education Details

  • Hec Montréal
    Hec Montréal
    Bachelor Of Business Administration - Bba
  • École Des Sciences De La Gestion (Esg Uqam)
    École Des Sciences De La Gestion (Esg Uqam)
    Financial Planning

Frequently Asked Questions about Ralph Zeidan, Pl.Fin.

What company does Ralph Zeidan, Pl.Fin. work for?

Ralph Zeidan, Pl.Fin. works for Ralph Zeidan Wealth Management

What is Ralph Zeidan, Pl.Fin.'s role at the current company?

Ralph Zeidan, Pl.Fin.'s current role is • Investment Advisor • Financial Planner • Financial Security Advisor • Life Insurance Agent •.

What is Ralph Zeidan, Pl.Fin.'s email address?

Ralph Zeidan, Pl.Fin.'s email address is ra****@****ces.net

What schools did Ralph Zeidan, Pl.Fin. attend?

Ralph Zeidan, Pl.Fin. attended Hec Montréal, École Des Sciences De La Gestion (Esg Uqam).

What skills is Ralph Zeidan, Pl.Fin. known for?

Ralph Zeidan, Pl.Fin. has skills like Credit, Banking, Risk Management, Excel, Lotus Notes, Negotiation, Outlook, Powerpoint, Call Center, French, Word, Problem Solving.

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