i help families reach their retirement goals financial advisor@ Carte Wealth Management Inc.
Mississauga, Ontario, Canada
Andrei Tasevski
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Sheridan College
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FlashIntel GPTAndrei Tasevski is an experienced Financial Advisor with 16.6 years of work experience in the financial services industry. He is skilled in asset management, retirement planning, investment advisory, mortgages, and estate planning. Andrei has worked at Carte Wealth Management Inc. and IG Wealth Management in various financial roles. He also has experience as an Administrative Support. Andrei is based in Mississauga, Ontario, Canada.
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About
Experienced Financial Advisor with a decade long history working in the financial services industry. Skilled in Asset Management, Retirement Planning, Investment Advisory, Mortgages and Estate Planning. Strong finance professional focused in Financial Planning. Mutual Funds provided through Carte Wealth Management Inc. *Mutual Funds provided by Carte Wealth Management Inc. **Life Insurance products & services provided by Carte Financial Services Inc. And Kabis & Associates Inc. ***Mortgage products & services provided through Dominion Lending Centres Valko Financial Ltd.
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i help families reach their retirement goals financial advisor
Financial Advisor
Financial Services
Andrei Tasevski's Professional Milestones
- Financial Advisor (2014-06-01~): Provided expert financial advice and guidance to clients, transforming their financial perspectives and ensuring financial well-being.
- Financial Consultant (2009-05-01~2010-06-01): Provided strategic financial advice to clients, optimizing their strategies for long-term investment returns.
Education
Financial Planning
2005-2009Skill
Life Insurance
Segregated Funds
Critical Illness
Retirement Planning
Disability Insurance
Mortgage Lending
Mortgage Insurance
Mutual Funds
Group Benefits
Investments
Retirement Savings
Employee Benefits
Investment Advisory
Wealth Management
Strategic Financial Planning
Term Life Insurance
Financial Planners
Finance
Investment Strategies
Retirement
Pensions
Wealth
First Time Home Buyers
Group Insurance
Health Insurance
Dental Insurance
Securities
Financial Services
Estate Planning
Asset Allocation
Asset Management
Portfolio Management
Financial Planning
Certification
Colleagues
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Andrei Tasevski works for Carte Wealth Management Inc.
Andrei Tasevski's role in Carte Wealth Management Inc. is i help families reach their retirement goals financial advisor
Andrei Tasevski works in the industry of Financial Services
Andrei Tasevski's colleagues are Geoff MacGillivray,Kevin Purnell,Maria Jose Flores
Andrei Tasevski's latest job experience is i help families reach their retirement goals financial advisor at Carte Wealth Management Inc.
Andrei Tasevski's latest education in Sheridan College
