Andrew J. Smith

Associate Financial Advisor, Aiken Financial Inc @Co-operators

Chatham, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2016 — Present

Associate Financial Advisor, Aiken Financial Inc @Co-operators

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Chatham, ON, CA

Effective wealth management is a long-term process that continuously evolves, and sometimes requires specialized expertise. With Co-operators, I am fortunate to have the latest information, and access to experts in tax and estate planning, securities, insurance, investment lending, business succession and more, when the need arises. Just as no two individuals are alike, every client has their own unique priorities, concerns and dreams for the future. My priority is to work with clients to develop a customized plan that reflects their personal and professional circumstances. One that helps them grow, protect, save, enjoy and share their wealth. Whatever your needs, I look forward to helping you achieve a fulfilling future.Insurance products offered through Co-operators General Insurance Company and Co-operators Life Insurance Company.

EDUCATION

1999 — 2000

St. Clair College

Computer Systems Technician

1994 — 1998

Chatham-Kent Secondary School

High School Diploma

SKILLS

Customer ServiceNew Business DevelopmentMortgage LendingAdvertisingTeamworkMutual FundsOnline MarketingSocial Media MarketingAccount ManagementMarketing StrategyMarketing CommunicationsFacebookMindsetInternet MarketingBusiness DevelopmentDigital MarketingWealth ManagementMarketingIntegrated MarketingSalesOnline AdvertisingMerchandisingSocial NetworkingSEOStrategic Financial PlanningLeadershipSales ManagementNetworkingInvestmentsPublic SpeakingSocial MediaEmail MarketingSellingRetailB2bWeb MarketingDirect MarketingSmall BusinessTeam BuildingInventory Management

ABOUT ANDREW J. SMITH

Effective wealth management is a long-term process that continuously evolves, and…

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Andrew J. Smith — Associate Financial Advisor, Aiken Financial Inc at Co-operators in Chatham, ON, CA | Unifers