Carol Mofsis

Marketing Director @Transamerica

Toronto, ON, CA

Helping people with a combination of financial advisory services. Providing and conducting a financial needs analysis using consultive process. To help attain information about the client\'s wants and specific situation. Then create a well-structured strategy personalized to each person\'s needs, using a wide range of financial products and services.Services we focus on-Investment advice-Estate planning-Accounting-Retirement-Tax strategiesCurrently building the next generation of leaders in helping families do the same. If you are opened to learning and growing in this wave of expansion, let\'s connect!

Seneca Polytechnic

Ontario College Certificate, Social Media (SMD)

York University

Bachelor's degree, Sociology