Tom Aldridge
Group Benefits Specialist @Precision Wealth Management
Winnipeg, MB, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Feb 2024 — Present
Group Benefits Specialist @Precision Wealth Management
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Winnipeg, MB, CA
EDUCATION
N/A
Dalhousie University
Cebs, Group Benefits Management
2018
Financial Planning Standards Council
FPSC1 , Financial Planning and Services
2016 — 2017
International Foundation of Employee Benefits
GBA 1 GBA 2 GBA 3 , Employee Benefits
2015 — 2017
International Foundation of Employee Benefits Plans
CEBS - GBA, Group Benefits
2015 — 2019
CIFP
CFP
2018 — 2019
Canadian Securities Institute
ETF's for Mutual Funds Representatives, Financial Planning and Services
SKILLS
SalesFinancial PlannersInsurance PlanningSuperior Client ServiceSales OperationsCustomer RetentionCustomer ServiceB2bInvestmentsEstate PlanningInvestment StrategiesRetirementStrategic Financial PlanningSellingAsset ManagementSales PresentationsBusiness DevelopmentInvestment Advisory ServicesFinancial AdvisoryNew Business DevelopmentAsset ManagmentBudgetsFinanceSales ProcessRetirement PlanningBusiness StrategyPersonal Tax PlanningCash ManagementNegotiationStrategyClient ServicesFinancial ServicesEmployee TrainingAccount ManagementBusiness PlanningFinancial PlanningSales Management
ABOUT TOM ALDRIDGE
Advisor
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