Matt Shechtman, CLU

Associate Advisor at Bridgewell Financial
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Canada, CA

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Advanced Certificate in 3H Financial Planning
    FP Canada
    Jul, 2023
    - Nov, 2024
  • Chartered Life Underwriter (CLU)
    The Institute for Advanced Financial Education
    Aug, 2020
    - Nov, 2024

Experience

  • Bridgewell Financial
    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Associate Advisor
      • Feb 2023 - Present

  • Canada Life
    • Canada
    • Insurance
    • 700 & Above Employee
    • Regional Sales Representative
      • Sep 2020 - Jan 2023

  • WEALTHinsurance.com
    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Insurance Advisor
      • May 2020 - Sep 2020

      WEALTHinsurance.com is an independent High Net Worth advisory firm specializing in risk management and insurance solutions. WEALTHinsurance.com is an independent High Net Worth advisory firm specializing in risk management and insurance solutions.

  • Zoobla Financial
    • Ontario, Canada
    • Life Insurance Advisor
      • Feb 2019 - May 2020

  • Sterling Park Financial Group
    • Canada
    • Insurance
    • 1 - 100 Employee
    • Insurance Advisor
      • Sep 2017 - Dec 2018

  • CIBC
    • Canada
    • Banking
    • 700 & Above Employee
    • Head Project Coordinator
      • Jun 2016 - Aug 2016

  • CIBC
    • Canada
    • Banking
    • 700 & Above Employee
    • Summer Associate in Product Sales and Effectiveness
      • Jun 2015 - Aug 2015

Education

  • The University of Western Ontario
    Bachelor's Degree, Philosophy
    2012 - 2016

Community

You need to have a working account to view this content. Click here to join now