Michael Noc
Senior Wealth Advisor & Portfolio Manager @Wellington-Altus
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WORK HISTORY
Senior Wealth Advisor & Portfolio Manager @Wellington-Altus
Vancouver, BC, CA
EDUCATION
Simon Fraser University
Bachelor of Administration, Finance
SKILLS
ABOUT MICHAEL NOC
I support clients by crafting solid financial goals and easy-to-follow action plans.A significant portion of my time is spent on retirement planning, but I also bring experience in risk management, providing life insurance, disability, critical illness or long-term care insurance.I have a number of credentials to my name, including: Certified Investment Manager (CIM®), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), CERTIFIED FINANCIAL PLANNER professional, Member of Advocis, Member of CALU – Conference for Advanced Life Underwriters, and Member of the Financial Planning Standards Council (FPSC).
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