Senior Financial Advisor | Branch Manager@ CI Assante Wealth Management
London, Ontario, Canada
Elizabeth Young
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Western University
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FlashIntel GPTElizabeth Young is an experienced Assante advisor with over 25 years of experience in the financial industry. She specializes in financial analysis, strategic financial planning, retirement planning, investments, and team leadership. Based in Canada-Ontario-London, Elizabeth is dedicated to helping individuals achieve peace of mind and achieve their dreams. She can help clients manage their wealth, from investment and insurance to tax and estate planning. With a strong background in managing wealth, Elizabeth is skilled in simplifying life through all aspects of financial well-being.
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Emails and Phone Numbers
About
As an Assante advisor with over 25 years experience in the financial industry, I can help you gain peace of mind and achieve your dreams for the future. Whether it's a worry‐free retirement, saving for your children's education, fulfilling a lifelong ambition, or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way. Managing your wealth can be complex and time‐consuming. I can simplify your life by addressing all aspects of your financial well‐being from investment and insurance to tax and estate planning.
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Senior Financial Advisor
Senior Financial Advisor | Branch Manager
Financial Services
Elizabeth Young's Professional Milestones
- Actuary (1988-01-01~1998-01-01): Developed and implemented robust economic models to optimize investor returns and inform informed decision-making.
- Senior Financial Advisor | Branch Manager (1998-01-01~): Developed and implemented effective strategies to enhance branch operations and drive growth.
Education
Mathematics,
Actuarial Science,
Bachelors,
Bachelor Of Science
1988Skill
Financial Analysis
Strategic Financial Planning
Retirement Planning
Investments
Team Leadership
Strategic Planning
Wealth Management
Investment Strategies
Management
Estate Planning
Retirement
Financial Planning
Certification
Colleagues
Dave Jones, CPA, CA, CFP
senior financial advisor branch owner - assante wealth management
David Beauchamp, CFP,FMA,CIM,FCSI
Senior Financial Advisor | Co-Branch Owner
Jay Papernick
branch owner & senior financial advisor at assante capital management ltd
Margarida Santos
Condo Owner in the Resort of Mt. Tremblant - Rental Property
Louis Ho
branch owner at assante wealth management
Other Named Elizabeth Young
Frequently asked questions
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Elizabeth Young works for CI Assante Wealth Management
Elizabeth Young's role in CI Assante Wealth Management is Senior Financial Advisor | Branch Manager
Elizabeth Young works in the industry of Financial Services
Elizabeth Young's colleagues are Dave Jones, CPA, CA, CFP,David Beauchamp, CFP,FMA,CIM,FCSI,Jay Papernick
Elizabeth Young's latest job experience is Senior Financial Advisor | Branch Manager at CI Assante Wealth Management
Elizabeth Young's latest education in Western University
