Darren Knott CFP CLU ChFC
Burlington,ON
Summary
Insurance specialist and Financial advisor with more than 32 years of experience planning, developing and implementing insurance based tax and estate planning strategies, as well as experience in financial planning and investment planning advice.
Self-motivated and dependable while achieving high performance with minimal supervision.
Articulate insurance advisor driven to succeed. Strategic planning and client relationship management expert.
Overview
38
38
years of professional experience
1
1
Certification
Work History
Regional Sales Manager
Canada life
Burlington, Ontario
05.2021 - Current
Financial Consultant
IG Wealth Management
London
06.2019 - 05.2021
Counseled clients on financial matters and provided recommendations on investment opportunities, products and services based on client needs and asset availability.
Built financial plans in order to developed investment, tax and insurance planning strategies.
Estate and Insurance Advisor
BMO Nesbitt Burns
Waterloo, ON
09.2015 - 02.2019
Specialist in insurance based financial and estate planning solutions.
Hiring, training and supervising staff.
Developing networking opportunities with Investment advisors, Private bankers and Business banking.
Estate Planning Specialist
CIBC Wood Gundy
Southwestern Ontario, Ontario
06.2001 - 09.2015
Specialist in insurance based estate and financial planning.
Hiring, training and supervising staff.
Developing networking opportunities with Investment advisors.
Insurance Advisor
Mutual life of Canada
London, Ontario
08.1987 - 06.2001
Sale of insurance and investment products.
Financial planning.
Developing and growing client relationships.
Education
Bachelor of Arts - Economics and Finance
University of Guelph
Guelph, Ontario1986
Business Diploma - Business
Fanshawe college
London, Ontario1987
Skills
- Results oriented sales
- Sales expertise
- Excellent communication skills
- Time management ability
- Customer and service oriented
Certification
Certified Financial Planner (CFP)
Chartered Life Underwriter(CLU)
Chartered Financial Consultant(ChFC)
Affiliations
Member, Advocis
President, Life Underwriters Association of London (1997)
Board Member, Life Underwriters Association of London(1993-1998)
Board member, Learning Disabilities Association of London/Middlesex(1992-1996)
Coach, Youth Bowling Council London(2004-2017)
Coach, London girls fastball league(2004-2018)
Timeline
Regional Sales Manager
Canada life
05.2021 - Current
Financial Consultant
IG Wealth Management
06.2019 - 05.2021
Estate and Insurance Advisor
BMO Nesbitt Burns
09.2015 - 02.2019
Estate Planning Specialist
CIBC Wood Gundy
06.2001 - 09.2015
Insurance Advisor
Mutual life of Canada
08.1987 - 06.2001
Bachelor of Arts - Economics and Finance
University of Guelph
Business Diploma - Business
Fanshawe college
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