Tammy Laframboise
Financial Advisor at INSURMAX- Claim this Profile
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Bio
Credentials
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Motivating and Engaging Employees
LinkedInJan, 2019- Oct, 2024
Experience
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INSURMAX
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Insurance
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1 - 100 Employee
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Financial Advisor
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Nov 2016 - Present
I work with a select group of individual and business clients to service their segregated fund and group health and dental plan needs. I also provide insurance on an individual basis as appropriate. I work with a select group of individual and business clients to service their segregated fund and group health and dental plan needs. I also provide insurance on an individual basis as appropriate.
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Insurmax Inc.
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United States
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Insurance
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1 - 100 Employee
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Insurance Advisor
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Sep 2006 - Present
Tammy's comprehensive financial planning approach to wealth management includes a review of client insurance needs to ensure the risks in life are minimized. This includes life, disability, critical illness, and long term care needs are met with the most cost-effective and appropriate solution. Tammy's comprehensive financial planning approach to wealth management includes a review of client insurance needs to ensure the risks in life are minimized. This includes life, disability, critical illness, and long term care needs are met with the most cost-effective and appropriate solution.
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Coach
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Jan 2000 - Present
MONEY MANAGEMENT MADE EASY! Tammy Laframboise is a dynamic money management coach working with individuals and groups. In private coaching sessions, Tammy helps clients fully understand the financial and emotional issues preventing them from reaching their personal and financial goals. In group coaching sessions, Tammy presents money management concepts in an easily understood and immediately applicable format. Tammy helps clients to clearly articulate their goals and use financial tools, like budgeting, to attain those goals.
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Be Money Smart
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E-learning
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Business Owner
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Feb 2006 - Present
Tammy Laframboise is the president of “Be Money Smart”, a company offering a web- based educational program, (the Money Management Guide) and seminars. “Be Money Smart” teaches how to: • Identify and achieve your goals • Develop effective organizational habits • Prepare for unexpected expenses • Create your own Spending Plan • Make bookkeeping fun and easy • Plan your expenses around sporadic income • Cope during a financial crisis • Deal with credit cards and debt
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OPB (Ontario Pension Board)
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Canada
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Financial Services
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100 - 200 Employee
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Client Relations and Education Specialist
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Mar 2017 - Apr 2022
My passion has always been to help people understand their financial options. My skill is to be able to explain scary financial concepts easily. My passion has always been to help people understand their financial options. My skill is to be able to explain scary financial concepts easily.
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Manulife Securities
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Canada
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Financial Services
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700 & Above Employee
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Financial Advisor
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Jun 2006 - Nov 2016
As a Financial Advisor at Manulife Securities, Tammy provides effective wealth building solutions and saving strategies, incorporating excellent listening and problem-solving skills in a client-centered approach, translating complex concepts and rules and respecting the client's unique needs and goals. Tammy prepares comprehensive financial plans for clients to meet their goals and bring a common sense, methodical approach to meeting their financial and investment needs, with an eye to appropriate tax minimization strategies.
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Education
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1976 - 1980
University of Windsor
Bachelor of Commerce (B.Com.), Accounting
Community
