charles leger

independent representative

About

I am a Financial Security Advisor with Investia Financial Services Inc.. I have over 16 years’ experience in the financial service industry with major financial institutions in the wealth management industry. I have a passion for exceptional client service. I like to know my client’s situation in detail by gathering as many hard and soft facts as possible and in confidence. I listen first and then I aim to provide a solution that makes sense to them. I offer solid creative ideas to help you protect your family’s lifestyle, protect your finances if you get sick, save for the retirement you want, protect your mortgage, protect your child’s dreams for the future, and prepare for the different stages in your life.

Country

canada

City

canada

Industry

financial services

Skill

investments, mutual funds, wealth management, financial services, sales, asset management, financial advisory, retirement, new business development, portfolio management, real estate, finance, retirement planning, sales presentations, microsoft office, financial planning, investment strategies, investment advisory, insurance, client relationship building, territory planning, segregated funds, retirement income strategies

Experience

mutual funds representative

investia services financiers inc. / investia financial services inc.

2016-12 - Present · 9 yrs 10 mos

senior mutual fund specialist

strategic nova mutual funds

2000-7 - 2001-8 · 1 yr 2 mos

vice president sales, eastern canada

one financial

2011-9 - 2012-2 · 6 mos

regional sales manager

acuity funds

2006-8 - 2008-4 · 1 yr 9 mos

sales representative

dynamic funds

2001-8 - 2006-8 · 5 yrs 1 mo

consultant, investments

standard life

2009-8 - 2011-8 · 2 yrs 1 mo

account manager and directeur de comptes

walton capital management

2012-8 - 2013-8 · 1 yr 1 mo

independent representative

financial security advisor

2016-12 - Present · 9 yrs 10 mos

financial security advisor

sun life financial

2013-12 - 2016-10 · 2 yrs 11 mos

Sun Life Financial is a leading financial services organization dedicated to helping customers achieve lifetime financial security.We provide a wide range of insurance and investment products and services in key markets around the world including Canada, the United States, the United Kingdom, Hong Kong, the Philippines and Indonesia. At Sun Life, we have more than 15,000 employees and 12,000 advisors.