Experience

La Capitale

• Canada
• Insurance
• 700 & Above Employee

• Financial Advisor

  • Apr 2023 - Present

• Financial Advisor

  • Apr 2023 - Present



RCG Insurance

• Ontario, Canada

• Financial Advisor

  • Apr 2004 - Apr 2023

  I have been working since 2004 as a financial advisor to protect you, your family, and your business through different insurance policies like: life insurance, health insurance, critical illness insurance, disability insurance, and group insurance. You can rely on me due to my experience and professionalism, I will work for you to get you the insurance plan that is best suited for your needs. I have been working since 2004 as a financial advisor to protect you, your family, and your business through different insurance policies like: life insurance, health insurance, critical illness insurance, disability insurance, and group insurance. You can rely on me due to my experience and professionalism, I will work for you to get you the insurance plan that is best suited for your needs.



Cataldo Financial Solutions Inc.

• Canada
• Financial Services
• 1 - 100 Employee

• Senior Financial Advisor

  • Apr 2020 - Apr 2021

  Assisting Canadians with a holistic financial planning approach. To protect the client and advise with proper guidance of Life Insurance| Investments | Retirement planning | Estate planning. Voted Top Insurance Company In Hamilton Diamond Award Winner2019! Services driven, to give the best possible experience with every sales opportunity. Assisting Canadians with a holistic financial planning approach. To protect the client and advise with proper guidance of Life Insurance| Investments | Retirement planning | Estate planning. Voted Top Insurance Company In Hamilton Diamond Award Winner2019! Services driven, to give the best possible experience with every sales opportunity.



Desjardin Insurance

• Hamilton, Ontario, Canada

• Insurance Agent

  • Dec 2018 - Apr 2020



CIBC

• Hamilton, ON

• Mobile Investment Consultant

  • Jan 2018 - Nov 2018



Desjardins Financial Security Independent Network

• Canada
• Financial Services
• 400 - 500 Employee

• Financial Advisor.

  • Jun 2017 - Jan 2018

  Financial Security Advisor Offering Life, Health, Group Insurance and Investment. I am registered to offer mutual funds in the province of Ontario. Mutual funds are distributed through Desjardins Financial Security Investments Inc. Financial Security Advisor Offering Life, Health, Group Insurance and Investment. I am registered to offer mutual funds in the province of Ontario. Mutual funds are distributed through Desjardins Financial Security Investments Inc.



Sun Life

• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Mar 2015 - Dec 2016

  Insurance with Sun Life Financial to offer the product that best suits the needs of the applicant, Life, Critical illness, disability, Long Term Care and Investments. see more information on Ricardo Cespedes Hamilton On. Seguros de Personas, Vida, Enfermedades Criticas, Incapacidad, cuidados a largo plazo e inversions y ahorros para el retiro. Insurance with Sun Life Financial to offer the product that best suits the needs of the applicant, Life, Critical illness, disability, Long Term Care and Investments. see more information on Ricardo Cespedes Hamilton On. Seguros de Personas, Vida, Enfermedades Criticas, Incapacidad, cuidados a largo plazo e inversions y ahorros para el retiro.



Desjardins Financial Security Independent Network

• Canada
• Financial Services
• 400 - 500 Employee

• Financial Security Advisor Offering Life, Health, Group Insurance & Investments

  • Sep 2013 - Feb 2015

  Insurance with Desjardines to offer the product that best suits the needs of the applicant, Life, Critical illness, disability, Long Term Care and Investments. I am registered to offer mutual funds in the province of Ontario. Insurance with Desjardines to offer the product that best suits the needs of the applicant, Life, Critical illness, disability, Long Term Care and Investments. I am registered to offer mutual funds in the province of Ontario.



Global RESP Coop

• 1030 Upper James St. Hamilton On.

• Agency Director

  • Jun 2012 - Sep 2013

  recruiting and Training new Representatives. recruiting and Training new Representatives.



Sun Life

• Financial Services
• 700 & Above Employee

• Advisor

  • Apr 2004 - May 2012

  At Sun Life Financial I started in April 2004 as an insurance advisor, them I got the license of mutual funds in 2006, in 2008 I got the License of Branch Manager, I sold insurance and mutual funds for 5 years, I was manager at Sun Life Financial for 3 years, then I moved to Global RESP Corporation in 2012. I started to sell Insurance in Colombia in 1979 in "La Nacional Seguros" in Cali. En Sun Life empece en Abril del 2004 como vendedor de seguros, despues obtuve la licencia de fondos mutuales en el 2006 , en el 2008 saque la Licencia de Branch Manager despues de 5 anos fui gerente por 3 anos mas, despues pase a Global en el 2012. Empece a vender seguros en Colombia en 1979, en "La Nacional Seguros" en Cali. Show less