Francesca Mackie Email & Phone Number | I was a Qualified Associate Financial Planner, approved for financial planning, and also licensed Life Insurance and Mutual Fund Advisor. I had many years of experience working with individuals, families & business owners, helping them clarify their personal insurance & money management objectives and working out a plan with them to help them achieve their financial goals. I particularly enjoyed working with people who are close to retirement, helping them with setting up income plans and providing advice on the options available to them. I have also offered consulting services to employers for group employee benefit plans & group savings plans. I started my career in Group Insurance/Employee Benefits, working in both sales and service. Since 2006, I have been a personal financial and insurance advisor, working in both retail and employer-sponsored markets. I have a proven track record of being dedicated to my clients, making sure they receive realistic and actionable advice. Specialties: I was licenced in the province of Ontario to provide advice on Life Insurance, Critical Illness Insurance, Disability Insurance, Long Term Care Insurance, Personal Health Insurance, Travel Insurance, Group Insurance, Mutual Funds and Segregated Funds.

Francesca Mackie

I was a Qualified Associate Financial Planner, approved for financial planning, and also licensed Li...
Toronto, Ontario, Canada

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Francesca Mackie’s Location Toronto, Ontario, Canada

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Wealth Advisor

2019-06-01 00:00:00 - 2024-08-01 00:00:00

Advisor

2006-11-01 00:00:00 - 2018-03-01 00:00:00

Team Leader, Client Services

2003-11-01 00:00:00 - 2006-06-01 00:00:00

Account Executive, Group Benefits

1998-06-01 00:00:00 - 2003-09-01 00:00:00

Senior Service Representative

1994-06-01 00:00:00 - 1998-06-01 00:00:00

Group Service Representative

1991-01-01 00:00:00 - 1994-01-01 00:00:00

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No Languages Available

Francesca Mackie is a I was a Qualified Associate Financial Planner, approved for financial planning, and also licensed Life Insurance and Mutual Fund Advisor. I had many years of experience working with individuals, families & business owners, helping them clarify their personal insurance & money management objectives and working out a plan with them to help them achieve their financial goals. I particularly enjoyed working with people who are close to retirement, helping them with setting up income plans and providing advice on the options available to them. I have also offered consulting services to employers for group employee benefit plans & group savings plans. I started my career in Group Insurance/Employee Benefits, working in both sales and service. Since 2006, I have been a personal financial and insurance advisor, working in both retail and employer-sponsored markets. I have a proven track record of being dedicated to my clients, making sure they receive realistic and actionable advice. Specialties: I was licenced in the province of Ontario to provide advice on Life Insurance, Critical Illness Insurance, Disability Insurance, Long Term Care Insurance, Personal Health Insurance, Travel Insurance, Group Insurance, Mutual Funds and Segregated Funds.

Francesca Mackie has prior
experience in the following industries:
Manulife Wealth | Sun Life | Desjardins Financial Security | Jarvis And Associates | Manulife Financial | Prudential Group Assurance

Francesca Mackie has the following professional experience:
Manulife Wealth | Sun Life | Desjardins Financial Security | Jarvis And Associates | Manulife Financial | Prudential Group Assurance