Andrew Acherman
Life and Health Insurance Advisor @Desjardins Financial Security Independent Network
Vancouver, BC, CA
EMAILS
MOBILE NUMBERS
+91 *********19
Signup · Get unlimited contacts
WORK HISTORY
Jul 2015 — Present
Life and Health Insurance Advisor @Desjardins Financial Security Independent Network
View department →
Offering Life, Health, Group Insurance, and Segregated Funds.
EDUCATION
2002 — 2003
Financial Planning Standards Council
Certified Financial Planner, Financial Planning
2001 — 2011
Canadian Securities Institute
CSC, CIM, FCSI, Financial Services
1975 — 1985
California State University, Northridge
MS, Business Administration
1973 — 1975
UCLA
No degree, Economics
2012 — 2013
Canadian Securities Institute
Certified Investment Manager (CIM), Investment Management and Portfolio Management
1980 — 1985
California State University, Northridge
Master of Science, Business Administation, Marketing
SKILLS
InvestmentsInvestment StrategiesFinancial ServicesHigh Net Worth IndividualsBusiness PlanningWealthSalesInvestment and Insurance SalesStrategic PlanningDisability InsuranceFinancial AdvisorySecuritiesEstate PlanningAsset AllocationMutual FundsRetirementRetirement PlanningManagementWealth Accumulation StrategiesFinancial Planning, Financial Services, Wealth, Asset Allocation, High Net WorthEntrepreneurshipIncome ProtectionInvestment AdvisoryIntergenerational Wealth TransferInvestment ManagementInsuranceFinancial PlanningMortgage LendingPensionsLife InsuranceFinanceSmall BusinessPortfolio ManagementWealth Preservation PlanningWealth ManagementGroup BenefitsCritical IllnessLong-Term Care
ABOUT ANDREW ACHERMAN
I look forward each day to working with my clients on reducing risk and taxes and…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.