Anny Plamondon
Vice-president - Individual Insurance and Advisory Services @Cloutier Groupe Financier
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WORK HISTORY
Vice-president - Individual Insurance and Advisory Services @Cloutier Groupe Financier
CA
Shaping and deploying on a provincial basis what is necessary for our internal team to bring value and advice to independent financial advisors- Creating and deploying tools and advice to independent advisors to be successful and knowledgeable with their clients in securing and building strong wealth management solutions and a valuable plan B that includes insurance solutions- Meeting clients with advisors when needed to push further the analysis and implementation of solutions- Training and keeping up-to-date with regulations, new product offerings and others tax or fiscal changes affecting clients and businesses pertaining to financial solutions- Working closely with insurers and other market intervenants so best offers can be obtained for clients- Working with other professionals (tax, legal, accounting & banking) and establishing and maintaining strong additional partnerships to maximize value and secure additional benefits for advisors and clients.
EDUCATION
York University - Glendon College
Bachelor of Arts degree with honours in Economics, First Class Standing
ABOUT ANNY PLAMONDON
One\'s destination is never a place, but a new way of seeing things.\"- Henry Miller believe excellence, expertise and strong relationships and partnerships built out of trust, respect and integrity are key to really making a difference and creating tailor-made financial solutions for clients- Providing for income and care when facing disability or sickness- Protecting businesses and the people surrounding them - Financially securing one\'s family- Preserving and efficiently transferring to generations to come the acquired wealth and values that have shaped it- Funding someone’s retirement dreams and even building a greater sense of community.Not all products are made equal and “cheaper” often comes at a cost.The insurance offer is vast and varied and it is easy for someone to get lost or misjudge where the real value lies.There comes the value of advice, initial and on going as circumstances change, products and taxation evolve and so do the needs and opportunities.Having been in the insurance industry for more than 20 years with various evolving roles I have gained from both an inside and outside perspective. It is with passion that I use this wealth of knowledge to accompany clients, tax professionals and independent financial advisors in setting up optimal insurance solutions and financial foundations to build upon.With hundreds of conferences given so far and even more complex client cases handled I am passionate about the insurance industry and most importantly the lasting impact we can create individually and collectively.
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