Actively Seeking New Opportunities@ Financial Advisor
Aroostook, New Brunswick, Canada
Melvin DeMerchant
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Tell me more about Melvin DeMerchant?
FlashIntel GPTMelvin DeMerchant is a wealth management professional with 13.8 years of experience in financial planning, strategic planning, and insurance. Based in Toronto, Canada, he is known for his analytical and entrepreneurial approach to complex financial and marketing issues. Melvin believes in a business strategy that focuses on client value and delivers profitable growth. He is a collaborative leader with enthusiasm for change and is skilled in relationship building and logistic operations. With a background in financial consulting, Melvin has worked at IG Wealth Management and has a strong focus on systematic thinking and creative problem-solving.
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About
Wealth management professional who faces complex financial and marketing issues from both an analytical and entrepreneurial perspective; believes in a business strategy that focuses on client value and delivers profitable growth. Collaborative leader with enthusiasm for change, working within a team and helping others to achieve results. Specialties: Financial planning and wealth management, Relationship building, Logistic operations, Systematic thinker and creative problem solver.
Work Experience
Actively Seeking New Opportunities
Insurance
Melvin DeMerchant's Professional Milestones
- Financial Consultant (2010-01-01~2017-01-01): Delivered comprehensive financial solutions for clients, navigating complex financial challenges.
- Actively Seeking New Opportunities (2017-01-01~): Expanding market reach through strategic planning and effective leadership.
Skill
Financial Planning
Finance
Strategic Planning
Insurance
Team Leadership
Public Speaking
Microsoft Excel
Microsoft Office
Retirement Planning
Personal Financial Planning
Mortgage Lending
3pl
Estate Planning
Licensed Life And Health Insurance Agent
Investment Management
Group Benefit Plans
Banking Solutions
Tax Saving Strategies
Saving For Education
Wealth Accumulation Strategies
Certification
Colleagues
Jamie Nielsen
owner at financial advisor
GEORGE A LANG
Owner | Financial Advisor
Mohit Arora
financial advisor charted wealth manager owner of xperts solution
Fred Fredericksburg
owner at financial advisor
Basilis Naris
Owner
Other Named Melvin DeMerchant
Frequently asked questions
We found 2 Melvin DeMerchant's email addresses
We found 1 Melvin DeMerchant's phone numbers
Melvin DeMerchant's social media include: Linkedin,
Melvin DeMerchant works for Financial Advisor
Melvin DeMerchant's role in Financial Advisor is Actively Seeking New Opportunities
Melvin DeMerchant works in the industry of Insurance
Melvin DeMerchant's colleagues are Jamie Nielsen,GEORGE A LANG,Mohit Arora
Melvin DeMerchant's latest job experience is Actively Seeking New Opportunities at Financial Advisor
