Profile
“No matter how many clients I have, I make sure to call each one personally every quarter. It’s a chance to not only update them on their portfolio, but also check on how they’re doing personally”
Kelvin Rampersad,
Carte Wealth Management
Giuliano Savini has been in the financial services business for 23 years and has worked for both industry leading life insurance and mutual fund companies. Before joining Equitable Life four years ago, he spent 10 years at another top-tier insurance company as their top wholesaler in Canada for the last eight consecutive years. Prior to that, he worked for two years as a sales representative for a major mutual fund company, where he was responsible for selling mutual funds and structured products in the Toronto region. He spent the first seven years of his career with the largest insurance company in Canada, in progressively senior sales roles, serving the Atlantic and Southwestern Ontario regions.
As a regional investment sales manager, Giuliano works with advisors and focuses on helping them grow their business by using innovative ideas and strategies that meet the individual needs of clients. He is committed to providing advisors with the right tools, information and insight to help educate them and clients. Giuliano believes an educated client is the best possible client because they understand the value the advisor brings to their financial success.
Giuliano’s dedication to his own educational pursuits allows him to share his knowledge in such areas as marketing, practice management, the newer frontiers of investor psychology, and behavioural economics with advisors. The most rewarding aspect of his work is knowing that his contribution and support have helped the advisor and the client achieve their goals.
18 Squirewood Road, Toronto, ON M2J-4T3
(416) 200 3782
gsavini@equitable.ca
linkedin.com/in/giuliano-savini-67654b165
equitable.ca
Giuliano Savini
Regional Investment Sales Manager
Equitable Life
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Bio
Milestones
“I strongly believe in working smarter, not harder. I think it’s one of the keys to living a great life, and I want to share that with as many people as possible”
Kelvin Rampersad,
Carte Wealth Management
2000–2006
2006–2008
2008–2018
2019–present
2022–present
Customer Service and Inside Sales (Southwestern Ontario and Atlantic) at Manulife Financial
2000–
2006
Hybrid Wholesaler (GTA) at Sentry Investments
2006–
2008
Account Executive (wholesaler, GTA) at Empire Life
2008–
2018
Regional Sales Manager (wholesaler, GTA) at Equitable Life
2023: Wealth Professional Top 50 Wholesaler
2019–
present
March 2022–present: Vice President of Sales East at Invico Capital Corporation
2022: Top salesperson on team, achieving a year-over-year capital raise growth of 50% within the Eastern Canada territory
2023: Wealth Professional, Top 50 Wholesaler
2022–
present
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones