Financial Advisor@ Investia Financial Services
Toronto, Ontario, Canada
Shaunessey Pollen
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University of Victoria
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Tell me more about Shaunessey Pollen?
FlashIntel GPTShaunessey Pollen is a highly experienced Financial Advisor with 23.5 years of work experience. She specializes in retirement planning, entrepreneurship, leadership, and investments. Based in Toronto, Canada, Shaunessey has worked with individuals seeking strategic planning and has expertise in investment planning, risk management, retirement planning, estate planning, cash management, and tac planning. She is also skilled in organizing women's forums and has a strong presence on social media platforms. Shaunessey can be contacted at [email protected] for more information or to request a location.
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Emails and Phone Numbers
About
I have been a Financial Advisor since 2003. In that time period, I have worked predominately with individuals who are looking to have a well rounded plan that incorporates the six disciplines of strategic planning: *Investment Planning *Risk Management *Retirement Planning *Estate Planning *Cash Management *Tax Planning I also specialize in planning for women and put on a number of forums for women only. Please email me at [email protected] for more info or to request the next location!
...See MoreWork Experience
Financial Advisor
Financial Services
Shaunessey Pollen's Professional Milestones
- Financial Advisor (2015-09-01~): Provided strategic financial guidance, optimizing investment strategies and maximizing returns for clients.
- Consultant (2003-12-01~2015-09-01): Successfully negotiated and represented clients in legal cases, contributing to significant revenue growth and ensuring client satisfaction.
Education
Skill
Financial Advisory
Retirement Planning
Entrepreneurship
Leadership
Investments
Portfolio Management
Small Business
Asset Allocation
Coaching
Strategic Planning
Income Protection
Employee Benefits
Retirement Savings
Long Term Care
Charities
Social Media
Event Management
Financial Planning
Event Planning
Customer Service
Nonprofits
Marketing Strategy
Residential Mortgages
Loans
Segregated Funds
Wealth Accumulation
Securities
Investment Management
Wealth Management Services
Equities
Refinance
Bonds
Certification
Colleagues
Eric Lidemark
owner lidemark financial group inc
Henna Dua
Regional Vice President
Gus Tsagogeorgas
regional vice president sales at investia financial services
Jason L. Ralph
owner of jr private wealth inc helping clients invest their hard earned savings east city peterborough
Les Zacharias
certified financial planner and owner of kootenay columbia wealth management inc at kootenay columbia wealth management inc
Other Named Shaunessey Pollen
Frequently asked questions
We found 3 Shaunessey Pollen's email addresses
We found 1 Shaunessey Pollen's phone numbers
Shaunessey Pollen's social media include: Linkedin,
Shaunessey Pollen works for Investia Financial Services
Shaunessey Pollen's role in Investia Financial Services is Financial Advisor
Shaunessey Pollen works in the industry of Financial Services
Shaunessey Pollen's colleagues are Eric Lidemark,Henna Dua,Gus Tsagogeorgas
Shaunessey Pollen's latest job experience is Financial Advisor at Investia Financial Services
Shaunessey Pollen's latest education in University of Victoria
