Financial Planner@ MDRT
Toronto, Ontario, Canada
T. Michelle Maquiso-Montojo
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University of Houston-Clear Lake
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Tell me more about T. Michelle Maquiso-Montojo?
FlashIntel GPTTess Michelle Maquiso-Montojo is a Certified Financial Planner with 18.8 years of experience. She specializes in corporate retirement strategy, health insurance, life insurance, disability insurance, long term care insurance, mutual funds, investments, investment advisory, critical illness insurance, group benefits, travel insurance, drug and dental insurance, resps, rrsps, and annuities. Currently, she works at Sun Life Financial in Canada-Ontario-Toronto as an Advisor and Certified Financial Planner. With a strong background in finance, Tess Michelle Maquiso-Montojo is a valuable asset to the company.
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Emails and Phone Numbers
About
Certified Financial Planner at Sun Life Financial
Work Experience
Financial Planner
Financial Services
T. Michelle Maquiso-Montojo's Professional Milestones
- Advisor | Certified Financial Planner (2005-01-01~): Delivered financial advice and guidance to clients, ensuring successful business decisions.
Education
Skill
Corporate Retirement Strategy
Health Insurance
Life Insurance
Disability Insurance
Long Term Care Insurance
Mutual Funds
Investments
Investment Advisory
Critical Illness Insurance
Group Benefits
Travel Insurance
Drug And Dental Insurance
Resps
Rrsps
Annuities
Certification
Colleagues
Ray Kopcinski
Director Of Meeting Services
Heather Booton, PMP
project manager pmp | program director | customer success leader | event management | contract management negotiation
Barbara O'Connor
managing director at million dollar round table
Harshalkumar Chinchore
owner dream merchant financial
Gina Fadin
Executive Assistant To The Chief Executive Officer
Other Named T. Michelle Maquiso-Montojo
Frequently asked questions
We found 4 T. Michelle Maquiso-Montojo's email addresses
T. Michelle Maquiso-Montojo's social media include: Linkedin,
T. Michelle Maquiso-Montojo works for MDRT
T. Michelle Maquiso-Montojo's role in MDRT is Financial Planner
T. Michelle Maquiso-Montojo works in the industry of Financial Services
T. Michelle Maquiso-Montojo's colleagues are Ray Kopcinski,Heather Booton, PMP,Barbara O'Connor
T. Michelle Maquiso-Montojo's latest job experience is Financial Planner at MDRT
T. Michelle Maquiso-Montojo's latest education in University of Houston-Clear Lake
