John Kioussis

Wealth and Investment Advisor @CI Assante Wealth Management

Dorval, QC, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2023 — Present

Wealth and Investment Advisor @CI Assante Wealth Management

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Dorval, QC, CA

EDUCATION

2000 — 2004

Vanier College

DEC - Industrial Electronics Technologist, Industrial Electronics Engineering

2013 — 2013

The Investment Funds Institute of Canada (IFIC)

Mutual Funds License

2013 — 2013

Autorité des Marchés Financiers (AMF)

Insurance of persons - Individual Life , Disability and Critical Illness , Insurance

N/A

École De Technologie Supérieure

Bachelor in Electrical Engineering, Electrical and Electronics Engineering

SKILLS

SalesNegotiationNew Business DevelopmentPersistenceInvestmentsCustomer ServiceInsurancePortfolio ManagementDisability InsuranceRetirement PlanningKnowledge-Hungry LearnerIntegrityOrganizational StructureMoney MarketLife InsuranceCritical IllnessWealth ManagementWealthRetirementInvestment StrategiesSavingsFinancial ServicesMicrosoft OfficeBusiness DevelopmentTime ManagementTeam LeadershipLeadership

ABOUT JOHN KIOUSSIS

Conformity is the jailer of freedom and the enemy of growth.~John F. KennedyWhile in pursuit of progress in my chosen field of,#investmentmanagement, I\'ve been blessed with countless opportunities to expand my level of awareness, to better serve my clients.My philosophy is that a simple, tried and tested approach will always outperform an emotional or spur of a moment “great idea”My curiosity has pushed me to keep learning every day and my persistence has remained unwavering since my youth.I\'ve helped family office clients, worked with leading equity firms, and kept my ear for private equity and private credit markets.Open communication and honesty are core values I look for in my relationships with the people that rely on me.Seeing my clients and their families grow and prosper because of the work we do, is one of the greatest motivators of my line of work.

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John Kioussis — Wealth and Investment Advisor at CI Assante Wealth Management in Dorval, QC, CA | Unifers