Holly Vipond
Certified Financial Planner @Investia Financial Services
North Vancouver, BC, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2025 — Present
Certified Financial Planner @Investia Financial Services
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North Vancouver, BC, CA
Helping my clients to navigate all areas of their financial lives-starting from today and looking forward into the future.
SKILLS
Client Relationship BuildingRetirement PlanningMicrosoft OfficeEmployee BenefitsBuilding RelationshipsResourcefulnessSocial MediaSecuritiesPublic SpeakingWindowsVolunteer ManagementTrainingLeadershipDisability InsuranceResearchInterpersonal Communication AbilitiesTeachingTime ManagementCrmConfidenceEvent PlanningWritten CommunicationConflict ResolutionProblem SolvingSelf-DirectedPersonal Financial PlanningLife InsuranceTeamworkOrganizingAssessing Client NeedsCollaborationCritical ThinkingInterpersonal CommunicationWorkshop FacilitationStreamliningRetirementComputersCoachingTechnology Needs Analysis
ABOUT HOLLY VIPOND
Financial Needs Analysis: Your planning will be tailored to your needs, risk tolerance…
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