Evan Levy

Evan Levy

Greater Montreal Metropolitan Area
3K followers 500+ connections

About

Experienced Financial Security Advisor with a demonstrated history of working in the financial services industry. Skilled in Life Insurance, Long Term Care Insurance, Critical Illness Insurance, Disability & Business Overhead Insurance, Wealth Accumulation, and Asset Management with a strong sense of Estate Planning priorities. RRSPs, RRIFs, TFSAs, RESPs, LIRAs and LIFs. Strong business development professional with the ability of turning clients' Techni-color dreams into reality.

Activity

Experience

Education

  •  Graphic

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Volunteer Experience

  • Head Sunday Emergency Room Volunteer

    Sir Mortimer B. Davis - Jewish General Hospital

    - 2 years 4 months

    Health

    200 hours +

Honors & Awards

  • Rookie Incentive

    Sun Life Financial

  • 2012 Recruit of the Year

    Sun Life Financial

  • Order of Merit 2011, 2012, 2013

    Sun Life Financial

  • Order of Merit QuickStart

    Sun Life Financial

    This award is to be shared with Kristian Ouellette of Sun Life (lives in Vancouver today). He was my manager, trainer and today, remains a good friend. I was one of the very few privileged enough to have him train me; So this QuickStart Honor would not have been possible without him.

Organizations

  • La Chambre de la Sécurité Financière

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