Head Of Client Services@ Raintree Wealth Management Inc.
Mississauga, Ontario, Canada
Edita Sehic
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FlashIntel GPTEdita Sehic is a Private Wealth Associate at Investment Planning Counsel with 15.7 years of experience in investments, wealth management, and finance. She has a strong background in financial analysis, accounts receivable, and portfolio management. Edita has worked at Raintree Wealth Management Inc. and National Bank Financial, gaining expertise in client services and investment assistance. She is skilled in Microsoft Excel and has a proven track record in program management and asset management. Edita is based in Mississauga, Ontario, Canada.
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About
Private Wealth Associate at Investment Planning Counsel
Work Experience
Head Of Client Services
Financial Services
Edita Sehic's Professional Milestones
- Sr.private Wealth Associate (2014-04-01~2019-05-01): Building strategic partnerships and expanding market dominance through comprehensive investment strategies.
- Head Of Client Services (2019-05-01~): Driving customer satisfaction and retention through streamlined processes and effective communication strategies.
Education
Business Management,
Accounting
2004-2007Skill
Investments
Wealth Management
Finance
Mutual Funds
Financial Analysis
Accounts Receivable
Portfolio Management
Program Management
Management
Asset Management
Fundraising
Retirement Planning
Securities
Deposits
Microsoft Excel
Investment Strategies
Financial Services
Customer Service
Analysis
Equities
Wealth
Investment Advisory
Certification
Colleagues
Other Named Edita Sehic
Frequently asked questions
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Edita Sehic works for Raintree Wealth Management Inc.
Edita Sehic's role in Raintree Wealth Management Inc. is Head Of Client Services
Edita Sehic works in the industry of Financial Services
Edita Sehic's colleagues are Denis J. Bisson MBA, CFP, CIM, TEP,Greg Bainbridge, CFA
Edita Sehic's latest job experience is Head Of Client Services at Raintree Wealth Management Inc.
Edita Sehic's latest education in Centennial College
