...Preferred Wealth Care Specialist
Richard Chichakian
***********@****.**
Richard is a Financial Advisor and Preferred Wealth Care Specialist with education credentials from the IFIC Mutual funds course, the CSC Canadian Securities Course and the LLQP Life insurance and living benefits course. Since joining the Profession in 2000, Richard has focused on creating prosperity and wealth protection scenarios for a diverse matrix of clients. Deploying his relationship centric approach, he has successfully delivered customized insightful solutions to clients across the wealth care spectrum.
Prior to joining the time honoured profession of wealth care advisors, Richard spent the early phase of his career in the advertising business.
Skillifications & Expertise
Investments, RRSPs, Retirement Planning, Life Insurance, Critical illness insurance, Mutual Funds,
Business Owner Planning, Exempt Market Products, Individual Pension Plans.
Relevant Experience
London Life 2008 - 2010
Financial Security Advisor
Altimum Mutuals INC.
2004 - 2008
Financial Advisor
Quantum Financial Services
2002 - 2004
Financial Advisor
T.W. Austin
2000 - 2002
Financial Advisor
1985 - 1994
Advertising Executive
Operated in the direct mail specialty matrix
and as a freelance advertising agent
References available on request.