Personal Financial Planner@ RBC
Ontario, Canada
Georgina Flexman
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Tell me more about Georgina Flexman?
FlashIntel GPTGeorgina Flexman is a highly experienced Personal Financial Planner with 48.8 years of work experience. She specializes in estate planning, investment strategies, and long term care insurance. Based in Canada, Georgina has worked at Certika Investments, a leading financial services company, in various roles. She has a strong background in financial analysis, disability insurance, and budget process. Georgina's expertise extends to retirement planning, personal financial planning, and residential mortgages. She has a proven track record of providing exceptional service to individuals, families, and small businesses.
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Emails and Phone Numbers
About
Personal Financial Planner at Certika Investments
Work Experience
Personal Financial Planner
Manager
Banking
Georgina Flexman's Professional Milestones
- Personal Financial Planner (2001-01-01~): Successfully implemented strategic financial plans to enhance client's financial performance and drive business success.
- Manager (1975-01-01~2000-01-01): Streamlined operations, achieving efficiency and cost savings for the organization.
Skill
Estate Planning
Investment Strategies
Long Term Care Insurance
Term Life Insurance
Critical Illness Insurance
Health Insurance
Personal Tax Planning
Estate Tax Planning
Financial Analysis
Disability Insurance
Budget Process
Insurance
Retirement Planning
Personal Financial Planning
Life Insurance
Residential Mortgages
Certification
Colleagues
Amita Patel
franchise owner at sankalp restaurant
Varalakshmi G
Sr Business Analyst | Product Owner at RBC
Marissa Marquez
product management certified scrum product owner and technology professional
Darren Morrow
Real Estate Investor | Business Owner
Kerroy Williams, CSPO®, CSM®
Senior Product Owner | Scrum Master
Other Named Georgina Flexman
Frequently asked questions
We found 3 Georgina Flexman's email addresses
We found 1 Georgina Flexman's phone numbers
Georgina Flexman's social media include: Linkedin,
Georgina Flexman works for RBC
Georgina Flexman's role in RBC is Personal Financial Planner
Georgina Flexman works in the industry of Banking
Georgina Flexman's colleagues are Amita Patel,Varalakshmi G,Marissa Marquez
Georgina Flexman's latest job experience is Personal Financial Planner at RBC
