Paul le Bere

Paul Le Bere has a diverse and extensive work experience spanning over several years. Paul'smost recent role is as the Director of Advanced Sales at PPI, where they focus on increasing sales in the high-net-worth market and providing case consultation support on advanced concepts and estate strategies. Prior to this, they worked as a South-Western BC Sales Consultant at The Edge Benefits and as an Investment Specialist at Scotiabank. Paul also served as a Senior District Manager at Serenia Life Financial and held various positions at Sun Life Financial, including Financial Centre Manager and Senior Associate Manager. Paul's early career began with a role in campus marketing and recruiting at SIAST.

Paul Le Bere has a diverse education history that spans several decades and includes various fields of study. In 1980, they obtained their High School Diploma from Central Collegiate. Paul then attended CFB Moose Jaw and received a TQ3 Administration certificate in Public Administration from 1985 to 1987.

From 1987 to 1990, Paul pursued Marketing at SIAST Palliser Campus, earning a degree in Marketing. During this time, they also studied Business Administration and Management, General to broaden their knowledge.

In 1991, Paul obtained a Life Insurance license from LLQP, specializing in Life Insurance and Accident and Sickness Licenses. In 1994, they completed the Mutual Fund License program from the Investment Fund Institute of Canada, focusing on Investments and Securities.

Continuing their education, Paul achieved the Branch Managers Supervisory Designation from the Investment Funds of Canada in 1995, further strengthening their expertise in Investments and Securities. That same year, they also completed the Management Marketing Series from AMTC, specializing in Sales Management.

In 2015, Paul enrolled in the Labour Sponsored Investment Funds Course (LSIF) at the Investment Funds Institute of Canada, refining their knowledge in Mutual Funds. In 2019, they obtained the Fraternal Insurance Counselor certification from NAFIC, enhancing their skills in Insurance and Financial Planning.

Paul's most recent educational achievement was in 2020 when they completed the Canadian Securities Course at the Canadian Securities Institute, further expanding their knowledge in the field.

In addition to their formal education, Paul Le Bere holds the certification of Fraternal Insurance Counselor, obtained from NAFIC in August 2019. Paul also has a CFP (Certified Financial Planner) certification, although the institution and date of obtaining this certification are not provided.