Gary Maiato
Certified Financial Planner at Charanduk Financial Services
Based in Toronto, Canada
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Seniority
Staff
Department
Finance & Accounting
Location
Toronto
Industry
—
Company size
3
Contact information
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g•••••••@charandukfinancial.com
Phone
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Background
About Gary Maiato
MY BACKGROUND. I am a Wealth Management Professional who provides customized financial advice to clients and builds long-term relationships based on trust and mutual respect. MY SKILLS. I “wear many hats” including asset management, client relations, government regulation & audit compliance, vendor & partner management, and new business development. My knowledge base includes group benefits, insurance, and investment management. My credentials include a BA and CFP with current completion of my LLQP and CIM (both expected to be complete by December 2020) MY CORE COMPETENCIES.* Strategic Planning * Product Review * Investment Planning/Oversight * Economic Modelling * Business Operations: IT, communications and security MY NEXT STEPS. I am seeking my next career challenge in the investment management space where I can continue to grow business, enjoy client loyalty and provide exceptional investment & wealth management advice! I can be reached on garymaiato@gmail.com. Thank you for visiting my LinkedIn profile - let's chat!
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