Chad Reich
Senior Wealth Advisor and Wealth Protection Specialist at GP Financial Services - Aviso Wealth and Affinity Financial Strategies | Canada
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Chad Reich is a seasoned financial professional currently serving as the Managing Partner at GP Financial Services, where he excels as a Senior Wealth Advisor with Aviso Wealth and a Wealth Protection Specialist with Affinity Financial Strategies. With a Bachelor of Commerce Degree (Distinction) majoring in Finance, Chad brings a wealth of knowledge and expertise to his role, underpinned by his certifications as a Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Certified Professional Consultant.
In his capacity as a Senior Wealth Advisor, Chad is dedicated to listening to clients to fully understand their financial aspirations and life goals. He meticulously collects and analyzes pertinent information to craft tailored recommendations that align with each client's unique situation. His approach emphasizes a holistic view of clients’ current and future financial positions, integrating comprehensive planning strategies that encompass investment planning, retirement strategies, tax optimization, and estate planning.
Chad is particularly adept at developing Wealth Partnership Solutions that are individualized, ensuring that clients are equipped with the knowledge and tools necessary to achieve their financial objectives. His expertise spans a diverse range of financial instruments, including mutual funds, stocks, and life insurance, allowing him to create well-rounded investment portfolios that address major purchases and long-term financial security.
In addition to his technical skills, Chad’s strengths in negotiation, sales management, and leadership enable him to foster strong relationships with clients, guiding them through complex financial landscapes with confidence. His commitment to excellence and client-centric approach positions him as a trusted advisor in the financial services industry, making a significant impact on the lives of those he serves.
Senior Wealth Advisor and Wealth Protection Specialist at GP Financial Services - Aviso Wealth and Affinity Financial Strategies in October 2021 to Present
Senior Financial Advisor at GP Financial Services - Manulife Securities Inc in January 2013 to October 2021
Life Insurance Agent at GP Financial Services / Manulife Securities Insurance Inc. in January 2013 to October 2021
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Investments
Mutual Funds
Stocks
Life Insurance
Insurance
Budgets
Building Relationships
Strategic Planning
Key Account Management
Negotiation
Sales Management
Leadership
Sales
Marketing
Management
Critical Illness
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What is Chad Reich email address?
Email Chad Reich at [email protected] and [email protected]. This email is the most updated Chad Reich email found in 2026.
What is Chad Reich phone number?
Chad Reich phone number is +15152494075 and +13192494075.
How to contact Chad Reich?
To contact Chad Reich send an email to [email protected] or [email protected]. If you want to call Chad Reich try calling on +15152494075 and +13192494075. (updated on October 30, 2024)
What is Chad Reich net worth?
Chad Reich has an estimated net worth of $750,000 to $999,999
What company does Chad Reich work for?
Chad Reich works for GP Financial Services - Aviso Wealth and Affinity Financial Strategies
What is Chad Reich's role at GP Financial Services - Aviso Wealth and Affinity Financial Strategies?
Chad Reich is Senior Wealth Advisor and Wealth Protection Specialist
What industry does Chad Reich work in?
Chad Reich works in the Higher Education industry.
Chad Reich Email Addresses
Chad Reich Phone Numbers
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