Ian D. Willmott

Experience

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  Colliers-International

  Jul 2009 - Aug 2009

  Maintenance Technician

  • Managed multiple commercial properties, dealing with issues and managing tenant requests.• Used independence and responsibility to complete tasks proactively, and suggest improvements.• Dealt directly with tenants and contractors professionally while representing Colliers International.

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  TOD Imports

  May 2012 - Jun 2012

  Team Marketing Leader

  • Helped new recruits to increase their knowledge of sales and marketing.• Set price of merchandise by analyzing sales and keeping track of orders.• Averaged $1,500 in sales every two weeks.

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  Norseman Community Center

  Jul 2012 - Aug 2012

  Senior Sports Instructor

  • Responsible for researching, coordinating, and planning activities for a group of 20 children. • Worked with a team of co-workers to resolve conflict and provide a child safe environment. • Planned, taught and evaluated a variety of sports to improve campers skills and sportsmanship.

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  Economical Insurance

  May 2013 - Aug 2013

  Commercial Insurance Analyst

  • Solved insurance application issues using VBA in a timely matter (48 hours) to meet user needs. • Developed an application which provided analysis on commercial insurance prospects and clients.• Kept and distributed weekly meeting minutes for commercial operation updates across Canada.

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  Ontario Ministry of Finance

  Jan 2014 - Apr 2014

  Research Analyst

  • Created dynamic spreadsheets using pivots and VBA to analyze program usage by demographic.• Produced concise slides for tax program proposals to be presented to the Minister of Finance. • Proactively engaged Policy Analysts for ad hoc projects and increased knowledge of tax system.

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  Unilever

  Sept 2014 - Dec 2014

  Deductions Intern

  • Implemented process improvements to save time using VBA coding in Microsoft Excel.• Analyzed entire deductions process to determine inefficiencies and suggested improvements.• Documented various standard procedures to streamline process and identify notable issues. • Complied with audit policies while validating financial deductions from a range of buyers.

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  Emerging Star Investment Group

  May 2015 - Aug 2016

  Lead Investment Analyst

  • Built a financial model for the company to forecast revenues, cash flow, and other financial data.• Calculated asset value, share price, IRR & ROI and was responsible for explaining data to investors.• Performed due diligence by analyzing model and testing validity of underlying assumptions. • Reported directly to the CEO analysis for presentations, meetings, and investor engagements.• Projected revenue, financial statements, and NPV for multiple projects using a financial model. Show less

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  Freedom 55 Financial

  Aug 2016 - Aug 2019

  Financial Security Advisor/ Investment Representative

  • Used client-focused approach to build holistic financial plans to meet goals and manage risk;• Analyzed financial information to create diversified portfolio’s adjusted for risk appetite;• Managed client relationships and kept organized client files exceeding compliance standards;• Analyzed sensitive financial information, in confidence, to execute effective financial strategies;• Proactively managed contact with clients to provide relevant content about key information.

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  The Northridge Financial Group

  Mar 2018 - Dec 2018

  Associate Advisor
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  Haunn Landers & Co.

  Mar 2018 - now

  • Evaluated investment strategies and opportunities for clients;• Analyzed capital market information, as well as, economic trends to position portfolio strategies;• Conducted investment analysis for risk exposure by asset class;• Created financial plans aimed at reaching client objectives;• Professionally managed top clients to provide knowledge, build trust and quality relationships.

  • Manager, Client Operations

    Jan 2023 - now

  • Client Analysis Leader

    Sept 2020 - Jan 2023

  • Associate

    Mar 2018 - Sept 2020