John Keith Q.

Private Wealth Account Manager, Individual Wealth @Canada Life

Toronto, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

May 2024 — Present

Private Wealth Account Manager, Individual Wealth @Canada Life

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Mississauga, ON, CA

IPC (Investment Planning Counsel of Canada) One Advisor Services

EDUCATION

N/A

University of Santo Tomas

Bachelor of Science in Psychology (Undergraduate)

N/A

McMaster University

Business Administration, Risk Management

SKILLS

InsuranceCommunicationFinancial ServicesManagementTeam BuildingFinancial AnalysisMortgage UnderwritingLeadershipInvestmentsMicrosoft WordTeam LeadershipInsurance BillingStrategic PlanningMicrosoft PowerpointCustomer ServiceMicrosoft OfficeBankingTime ManagementClient Issue ResolutionFinanceMicrosoft ExcelRetail SalesMortgages

ABOUT JOHN KEITH Q.

Wealth management professional with experience in private wealth operations, regulatory processes, and advisor support within high-trust financial environments.Outside of work, actively involved in community service through church music ministry, while maintaining an active lifestyle through long-distance running and endurance training.Holds a strong interest in public service and contributing to community and public safety initiatives.

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John Keith Q. — Private Wealth Account Manager, Individual Wealth at Canada Life in Toronto, CA | Unifers