Rob Bisson

Senior Financial Consultant at Judd Bisson & Associates - Ig Private Wealth Management @IG Wealth Management

Calgary, AB, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jun 2020 — Present

Senior Financial Consultant at Judd Bisson & Associates - Ig Private Wealth Management @IG Wealth Management

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Calgary, AB, CA

EDUCATION

N/A

Royal Roads University

Executive coaching

N/A

Mount Royal University

Certified Financial Planner designation

SKILLS

FinanceRetirement SavingsInvestment AdvisoryWealth AccumulationLeadershipCoachingWealthSegregated FundsInvestment StrategiesMutual FundsPensionsStrategic PlanningRetirementStrategic Financial PlanningRetirement PlanningDisability InsuranceCritical IllnessTeam LeadershipFinancial PlannersWealth ManagementSmall BusinessPortfolio ManagementFinancial ServicesFinancial AdvisoryFinancial PlanningPublic SpeakingEstate PlanningInvestments

ABOUT ROB BISSON

Professional SummaryAccomplished marketing and planning leader with over 4 decades of success in sales, marketing, recruiting, training, executive coaching, and leadership. Recognized for driving exceptional growth across diverse industries, including financial services, automotive and retail. An engaging public speaker with experience introducing global leaders such as President Bill Clinton, Tony Robbins, and Chris Hadfield. Known for fostering strong client relationships, exceeding targets, and mentoring high-performing teams.Strategic PlanningProven experience in developing effective strategic plans to attract and meet the needs of sophisticated investors in tax, investment and estate planning.Business DevelopmentHighly skilled in networking, identifying prospective client needs, developing investment solutions, and securing accounts through effective presentations and ongoing customer service.Communications and Relationship BuildingSuccessful in building relationships and maintaining effective communications with investors, colleagues, senior management and regulatory agencies.Team Building and Human Resources ManagementA dynamic team leader with demonstrated skills in managing, coaching and motivating multifaceted teams in a positive, growth-oriented environment.Presentation and Public SpeakingHighly skilled in the development and delivery of seminars and presentations to top level executives and the public.

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Rob Bisson — Senior Financial Consultant at Judd Bisson & Associates - Ig Private Wealth Management at IG Wealth Management in Calgary, AB, CA | Unifers