Larry Elman

Independent Senior Consultant @Self

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

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WORK HISTORY

Dec 2023 — Present

Independent Senior Consultant @Self

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Montreal, QC, CA

Working with individuals and businesses to help them achieve financial security and tax-advantaged solutions.I also recruit,mentor,coach,train new financial advisors and assist people who are interested in a career change.

EDUCATION

1978 — 1980

University of Ottawa

Masters Degree

1972 — 1975

McGill University

B.Com.

1976 — 1979

University of Ottawa / Université d'Ottawa

Masters of Applied Criminology

SKILLS

Tax Advantaged Solutions for Individuals and BusinessesRrspFinancial PlanningEmployee BenefitsMutual FundsRespFinancial PlannersStrategic Financial PlanningRecruitingDisability InsuranceTeam BuildingCritical IllnessSalesRrspsRetirement PlanningRetirementRespsInvestmentsInsuranceEstate PlanningWealthFixed AnnuitiesAnnuitiesFinanceCoaching/TrainingSegregated FundsWealth ManagementCustomer ServiceLife Insurance

ABOUT LARRY ELMAN

I am an Advisor Recruiting Consultant for Sun Life,employed by Sun Life Assurance Company of Canada.These are my personal opinions and do not constitute professional advise nor do they reflect the official position of Sun Life. I was a financial advisor. I have had a varied career, working in the public sector as a criminologist for 9 years, the private sector as an entrepreneur and business owner for 17 years and now as a financial advisor for the past 15 years. What does this life’s journey mean? To me, it represents an evolution and growth, touching upon a wealth of different experiences and interactions with companies and individuals. I enjoy listening to people,hearing their history and goals and assisting them in creating strategies to achieve those goals, within the scope of the financial services of which I am aware and able to provide: whether it is investment advice(RRSPs,TFSAs, ETF portfolios, life insurance or living benefit products). Currently,I recruit quality individuals to be financial advisors with Sun Life.I look for individuals who are starting their careers and want a meaningful opportunity,helping families,friends to achieve financial security.I also work with career changers who want to be self employed,in control of their own schedules and business growth.Sun Life will get them licensed,trained,mentored and help build their businesses through client acquistion opportunites.Sun Life is a recognized brand and leader in the industry and door opener for many career opportunities.

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Larry Elman — Independent Senior Consultant at Self in Montreal, QC, CA | Unifers