Michael Taglieri
Senior Wealth Advisor @CI Assante Wealth Management
Toronto, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Dec 2010 — Present
Senior Wealth Advisor @CI Assante Wealth Management
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Oakville, ON, CA
Financial Advisor, CPCA (Certified Professional Consultant on Aging)
SKILLS
Critical IllnessDisability InsurancePersonal FinancePortfolio ManagementInvestmentsMutual FundsAsset AllocationSavingsKnowledgeableFixed AnnuitiesLife InsuranceFinanceFinancial AdvisoryFinancial PlannersWealth ManagementWealth Management ServicesFinancial PlanningInvestment StrategiesPensionsWealthAsset ManagementWealth AccumulationRetirementStrategic Financial PlanningInvestment ManagementRetirement PlanningInsurance PlanningSecuritiesEstate PlanningInvestment AdvisoryTrustworthyPersonableSegregated FundsFinancial Services
ABOUT MICHAEL TAGLIERI
Senior Wealth Advisor, Taglieri Group Family Wealth Advisors
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