CB

Carl Burlock

Executive Vice President & Chief Business Officer

SFL Gestion de patrimoine – Partenaire de Desjardins

Ottawa, Ontario


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Company Information

Company
SFL Gestion de patrimoine – Partenaire de Desjardins
Industry
financial services
Employees
340.0
Seniority
C suite
Website

Technologies

Akamai Outlook MailChimp SPF Microsoft Office 365 Adobe CQ Google Maps Facebook Login (Connect) YouTube Liferay reCAPTCHA DoubleClick Floodlight Google AdWords Conversion Google Analytics Google Font API Google Tag Manager Facebook Widget Mobile Friendly Linkedin Marketing Solutions Facebook Custom Audiences AI

Keywords

fiscalite planification financiere succession services financiers regimes enregistres investissements rentes gestion de patrimoine assurances collectives retraite assurances placements wealth management financial planning investment solutions retirement planning tax strategies portfolio management estate planning financial advisor risk management personal finance client-centered approach multidisciplinary team independent advisors desjardins partnership cascade life insurance financial education client support budget planning debt management health insurance mutual funds asset protection customized financial strategies financial literacy investment products retirement savings financial stability financial goals life insurance emergency funds inheritance planning personalized service comprehensive approach financial security money management financial analysis investment advice strategic planning financial insights wealth preservation advisory services support network financial independence career opportunities financial products group savings professional development financial services insurance investment management law practice legal services capital markets

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