Steward Hum

Director, Investment Sales @Equitable

Halifax, NS, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

May 2023 — Present

Director, Investment Sales @Equitable

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Halifax, NS, CA

EDUCATION

1981 — 1985

St Mary's University

Bachelor of Commerce (B.Com.)

SKILLS

Strategic Financial PlanningAsset ManagementSales ManagementMortgage LendingWealth ManagementRetail BankingInsuranceFinancial PlanningRelationship BuildingRetirementBankingCreditPortfolio ManagementInvestment StrategiesConsultative SellingBusiness PlanningRelationship ManagementHigh Net Worth IndividualsFinanceSalesInvestment ManagementCash ManagementAsset AllocationMutual FundsInvestment AdvisorySecuritiesFinancial AdvisoryLife InsuranceInvestmentsPensionsRetirement PlanningResidential MortgagesWealthDisability InsuranceTerm Life InsuranceFinancial PlannersCustomer Relations

ABOUT STEWARD HUM

Born and raised in Halifax, I attended and was educated locally at Halifax West High School and St. Mary\'s University. I started my Financial Services career in 1989 with RBC Royal Bank holding several positions including Personal Banker and Financial Planner and went onto several senior positions as a Senior Financial Advisor, Regional Sales Manager and Vice President of Sales and Marketing for several boutique and large investment firms, and before coming to Equitable Life of Canada as their Regional Investment Sales Manager covering Atlantic Canada I saw a growing need for a experienced sales manager looking after insurance and financial advisers Being an avid member of the community, you can always find be being involved in my family\'s activities. The type of clients that inspire me are families looking to build a long-term financial strategy, retirees looking to improve their lifestyle through customized investment portfolios that meet their needs and that of their heirs. Contact me. I can help you to start to make a real difference.

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