Sylvie Audet, CFP, CCS
Director, financial planning and insurance solutions at Castlemark Wealth Management Inc.- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Canada, CA
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Experience
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Castlemark Wealth Management Inc.
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Canada
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Financial Services
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1 - 100 Employee
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Director, financial planning and insurance solutions
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May 2023 - Present
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Keith Wealth Management Inc.
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Canada
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1 - 100 Employee
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Certified Financial Planner
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May 2022 - Apr 2023
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R.E.A.L. Consulting
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United States
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Hospitals and Health Care
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Director Of Operations
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Sep 2020 - May 2022
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TD
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Pakistan
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Technology, Information and Media
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1 - 100 Employee
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Assistant Branch Manager
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Apr 2019 - Sep 2020
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THE TEN SPOT beauty bar
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Canada
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Consumer Services
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100 - 200 Employee
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Franchise Partner - Don Mills & Oakville
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2016 - Mar 2019
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RBC Wealth Management Financial Services
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Canada
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Financial Services
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100 - 200 Employee
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Estate Planning Specialist
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Feb 2014 - Jul 2015
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Living Benefits Specialist
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Apr 2011 - Jan 2014
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Sun Life Financial
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Canada
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Investment Banking
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Sales Manager/Advisor
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Apr 2008 - Apr 2011
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Russell Investments
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United States
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Financial Services
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700 & Above Employee
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Regional Sales Associate
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Mar 2007 - Apr 2008
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RBC Insurance
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Canada
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Insurance
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1 - 100 Employee
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Sales Consultant - Group Insurance
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Feb 2006 - Feb 2007
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Great-West Life
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Canada
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Insurance
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700 & Above Employee
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Advanced Sales Manager - Living Benefits
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May 2000 - Feb 2006
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Education
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Universite de Moncton
BBA, Bachelor Degree in Business Administration
Community
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