See How Many Clients You're Missing Each Month
Simply enter your business email & Topline AI Agent will show you.
Andrew Stevenson
President at New Summit Capital Inc.
- Claim this Profile
Location
Greater Halifax Metropolitan Area, CA
Languages
-
English -
Skills
- Succession Planning
- Business Planning
- Public Speaking
- Motivational Speaking
- Investments
- Show all
Bio
Generated by
Topline AI
Credentials
-
Certified Financial Planner
FP CanadaMar, 2004- Jun, 2026 -
Chartered Financial Consultant
The Institute for Advanced Financial Education -
Chartered Life Underwriter
The Institute for Advanced Financial Education
Experience
-
-
President
-
Dec 2015 - Present
-
-
-
Bloom Wealth & Legacy Planning
-
Halifax, Nova Scotia
-
Partner & Co-Founder
-
Sep 2013 - Dec 2015
-
Halifax, Nova Scotia
-
-
-
Stevenson Financial
-
Halifax, Nova Scotia
-
President
-
Nov 1989 - Aug 2013
-
Halifax, Nova Scotia
-
-
-
Sun Life Financial
-
Halifax, Nova Scotia
-
Financial Planner
-
Nov 1984 - Jan 1989
-
Halifax, Nova Scotia
-
-
-
RBC
-
Atlantic Canada
-
Loans Officer
-
Sep 1982 - Oct 1984
-
Atlantic Canada
-
-
Education
-
1978 - 1982Acadia University
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. Add an industry
Looking to Create a Custom Project?
Get Started
Need a custom project? We'll create a solution designed specifically for your project.
References
Community
You need to have a working account to view this content.
Click here to join now
