
Certified Financial Planner
Principal
Principal

Advanced Certificate in 3H Financial Planning
Chartered Life Underwriter
Senior Advisor
Chartered Life Underwriter
Senior Advisor

Manager, Group Benefits & Retirement Solutions

Wealth and Tax Planning Consultant

Advanced Case Consultant

Financial Planning & Wealth Management Specialist

Advanced Planning Strategist, Living Benefits

Client Relations Manager

Regional Sales Representative, Wealth Management

Securities Specialist

Client Experience Manager