Robert Cliff
Wealth Management Advisor @Mac Financial Services Inc
Waterloo, ON, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Mar 2020 — Present
Wealth Management Advisor @Mac Financial Services Inc
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Waterloo, ON, CA
MAC Financial Services Inc. provides integrated wealth-management services by working with the accountants at MAC LLP and the licensed portfolio managers at TriCert Investment Counsel. As your Wealth Management Advisor, I will work with you to create a comprehensive financial plan and quarterback the implementation to secure your future, so that you can enjoy the things you
EDUCATION
2002 — 2006
Brock University
Bachelor of Business Administration (BBA)
SKILLS
BankingResidential MortgagesLoansFinancial ServicesFinanceMicrosoft OfficeSalesInvestment StrategiesFinancial PlanningMortgage LendingCreditCritical ThinkingMicrosoft WordStrategic Financial PlanningInvestmentsProblem SolvingRetail BankingRelationship DevelopmentWordPartner Relationship ManagementCustomer RelationsRelationship ManagementExcelMicrosoft ExcelCustomer Service
ABOUT ROBERT CLIFF
Wealth Management Advisor at MAC Financial Services
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