F.pl Marlene Halpert
Concordia University
Tell me more about F.pl Marlene Halpert?
F.pl Marlene Halpert is an experienced financial planner with 28.9 years of work experience. Based in Canada, she specializes in estate planning, financial planning, investments, and retirement planning. With a strong background in wealth management and retirement planning, Marlene has worked at Investors Group as a Financial Planner in the Finance department since November 1994. Investors Group is a real estate company with a staff of 201-500. Marlene's expertise in strategic financial planning and investment strategies make her a valuable asset in the field of finance.
For inquiries about Phone Number and Email, please click here Unlock Contact
Emails and Phone Numbers
About
Experienced financial planner in wealth management & retirement planning
Work Experience
F.pl Marlene Halpert's Professional Milestones
- Financial Planner (1994-11-01~): Developed strategic financial plans to optimize profitability and drive sustainable business growth.
Education
Psychology,
Exercise Science,
Bachelors,
Bachelor Of Science
1983-1987Skill
Estate Planning
Financial Planning
Investments
Retirement Planning
Wealth Management
Retirement
Financial Planners
Insurance
Strategic Financial Planning
Financial Goals
Finance
Investment Strategies
Wealth
Pensions
Cash Management
Mutual Funds
Financial Services
Fixed Annuities
Certification
Colleagues
Other Named F.pl Marlene Halpert
Frequently asked questions
We found 2 F.pl Marlene Halpert's email addresses
F.pl Marlene Halpert's social media include: Linkedin,
F.pl Marlene Halpert works for Investors Group
F.pl Marlene Halpert's role in Investors Group is Financial Planner
F.pl Marlene Halpert works in the industry of Real Estate
F.pl Marlene Halpert's colleagues are john kabuki,toya randdel,Abigail Estrada
F.pl Marlene Halpert's latest job experience is Financial Planner at Investors Group
F.pl Marlene Halpert's latest education in Concordia University