Mark Cox

Insurance Agent @World Financial Group (WFG)

Oakville, ON, CA
MOBILE NUMBERS
+91 *********19

Signup · Get unlimited contacts

WORK HISTORY

Jun 2010 — Present

Insurance Agent @World Financial Group (WFG)

View department →

Mississauga, ON, CA

Provide financial solutions to individuals and business owners with insurance and estate planning needs.

EDUCATION

2007 — 2009

Durham University

Masters of Business Administration, Finance

2010 — 2010

Oliver's Publishing

Life License Qualification Program

1998 — 2002

Ryerson University

Bachelor of Commerce, Business Information Systems

2010 — 2010

Canadian Securities Institute

Canadian Securities Course

SKILLS

Building RelationshipsFinancial AnalysisFinancial MarketsFinancial ModelingMarketing ResearchComplianceAsset ManagmentNew Business DevelopmentTeam BuildingClient EducationBusiness DevelopmentRisk AssessmentClient DevelopmentRelationship ManagementCustomer ServiceRevenue ForecastingCompetitive AnalysisMutual FundsFinanceBusiness StrategyAnalysisFinancial RiskAsset Management

ABOUT MARK COX

A \"Proven client focused Financial Professional with demonstrated ability to build lasting relationships and expand client base through the provision of sound advice and diversified product offerings.\" I carry over 15 years of both investment and insurance experience with the focus on families and helping them to reach and secure their financial goals. With a belief in \"putting the client first\", I believe in suitability and affordability when it comes to my clients which is achieved through best options and/or solutions. I am enthusiastic, creative and self-motivated with the capacity to overcome challenges and attain measurable success.

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Mark Cox — Insurance Agent at World Financial Group (WFG) in Oakville, ON, CA | Unifers