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Amalia Arrieta
Office Coordinator at Panorama Wealth Management
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Work Experience
Office Coordinator
Sep 2016 - Present · 8 years and 4 months
Apr 2015 - Jul 2016 · 1 years and 3 months
Office Administrator And Survey Clerk
Aug 2015 - Jul 2016 · 11 months
Office Administrator
Apr 2015 - Apr 2015
Company Details
2-10 Employees
We offer a wide range of financial planning, estate planning, investment management and insurance services to individuals and their families. Our team of 4 advisors are very knowledgeable and have a combined industry experience of approximately 60 years.
Affiliated with Investia Financial Services and National Financial Insurance Agency Inc.
Website
Year Founded
2011
Social Media
Linkedin
Industry
Investment Management
HQ Location
150B Terence Matthews Crescent
Kanata, Ontario K2M 1X4, CA
Keywords
Financial PlanningMutual Funds and Segregated FundsLife Insuranceand Creative Investment Strategies
Contact Details
- Email AddressA**@panoramawealth.caReveal Email
- Phone Number(xxx)xxx-xxxxReveal Phone
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