Branch Manager@ CI Assante Wealth Management
Cambridge, Ontario, Canada
Heather Ferber
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Tell me more about Heather Ferber?
FlashIntel GPTHeather Ferber is a highly experienced professional with 24 years of work experience in the Financial Services Business. She possesses a wide range of skills including wealth management, strategic planning, and portfolio management. Heather is known for her exceptional customer service and team building abilities. Based in Canada-Ontario-Cambridge, she has worked at Assante Wealth Management as a Branch Manager and Tax Consultant. With a passion for helping individuals become financially fit for life, Heather is dedicated to providing exceptional financial planning and risk management services.
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Emails and Phone Numbers
About
I have been in the Financial Services Business for over 40 years and love what I do. With the help of my professionals at Assante Wealth Management we help people become financially fit for life.
Work Experience
Branch Manager
Financial Services
Heather Ferber's Professional Milestones
- Branch Manager (1999-11-01~2022-03-01): Driving revenue growth and expanding market reach through effective team management and effective team management.
Skill
Wealth Management
Strategic Planning
Portfolio Management
Customer Service
Mutual Funds
Investments
Retirement Planning
Team Building
Banking
Strategic Financial Planning
Sales
Risk Management
Relationship Management
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 Heather Ferber
Frequently asked questions
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We found 1 Heather Ferber's phone numbers
Heather Ferber's social media include: Linkedin,
Heather Ferber works for CI Assante Wealth Management
Heather Ferber's role in CI Assante Wealth Management is Branch Manager
Heather Ferber works in the industry of Financial Services
Heather Ferber's colleagues are Dave Jones, CPA, CA, CFP,David Beauchamp, CFP,FMA,CIM,FCSI,Jay Papernick
Heather Ferber's latest job experience is Branch Manager at CI Assante Wealth Management
