Chris Velasco, CFP®

Experience

• 

  Delta Arts Council

  May 2009 - Aug 2009

  Marketing Coordinator

  • Developed and managed marketing projects involving heavy workloads.• Created and managed the Arts Council's e-mail marketing database • Performed website updates and created graphic designs.• Managed volunteers applications and delegated duties to unpaid assistants.

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  Hiretheworld.com

  Jun 2010 - Aug 2010

  Business Development Coordinator

  • Gathered research from multiple sources to successfully implement the structure of the website forum and allow members to provide content in a manner that optimizes SEO.• Represented the company at networking events to generate leads and sales revenues.• Managed job applications - scheduled and conducted interviews for potential candidates.

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  Self-Employed

  Sept 2010 - Jul 2014

  Website Development Manager

  • Working closely with companies to determine what should be on their websites that attracts new clients.• Developing websites from scratch; using Adobe Dreamweaver, Wordpress, and content management systems to add content as required.

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  PNG Construction

  Jan 2012 - Apr 2013

  Estimator & Business Development

  • Created and monitored construction estimates including lump sum, construction management and design build.• Built and monitored construction schedules to ensure that construction projects end on budget, on time, exactly as promised.• Reviewed final estimate packages to ensure accuracy and completeness, prior to formal quotation.• Provided technical assistance in negotiating contracts, change orders, invoices, etc. as required.

• 

  Universal Living

  Feb 2012 - Jan 2013

  Manager - Business Development

  As Canada's aging population starts to create an unprecedented demand for accessible facilities, Universal Living responds by being the leader in the creation of barrier-free environments in homes, health and business establishments. Helping seniors and those physically challenged continue living decent, independent lives.• Provided opportunities for investors to generate wealth in Canada's aging population.• Consulted for barrier-free environments.• Created partnerships between companies, government agencies, and non-profits to create more accessible environments for the physically challenged.• Developed the knowledge centre for finding top-quality, cost-effective suppliers and installers for creating accessible, barrier-free buildings. Show less

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  BMO

  Mar 2014 - Nov 2019

  • Providing core considerations to clients to help them set realistic financial & personal goals.• Assessing a client's current financial health through the examination of assets, liabilities, income, insurance, investments, taxes, and estate plan.• Executing and monitoring a financial plan through regular follow-up meetings in order to account for changing goals, priorities, personal circumstances, life stages, as well as market & tax laws. • Provided custom-tailored lending & investment solutions through a thorough needs-based analysis of a customer's current personal & financial situation.• Opened estate accounts, personal & commercial bank accounts, processing investment/lending transactions, setting up loan/mortgages for clients. • Consulted with clients on potential banking, lending, & investment solutions to help them achieve their financial goals, one step at a time.• Processed everyday banking transactions and decisions for customers while providing exceptional service.

  • Financial Planner, Retirement & Investment Planning

    Jan 2018 - Nov 2019

  • Financial Services Manager

    Aug 2015 - Jan 2018

  • Customer Service Representative

    Mar 2014 - Aug 2015
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  TD

  Nov 2019 - Feb 2024

  Financial Planner at TD Wealth Financial Planning

  I had been actively engaged in fostering strong client relationships & helping clients achieve their personal financial goals.

• 

  Edward Jones

  Feb 2024 - now

  Financial Advisor

  In my role, I provide personalized financial advice and develop customized investment strategies tailored to each client's unique circumstances and objectives. By conducting thorough financial analyses and staying informed about market trends, I empower my clients to make well-informed decisions about their finances.I am committed to building long-lasting relationships based on trust, transparency, and integrity. I take great pride in helping my clients navigate the complexities of financial strategies and investment management with clarity and confidence.At Edward Jones, I am continuously expanding my knowledge and skills to provide the highest level of service to my clients. I am passionate about helping individuals build and protect their wealth, plan for retirement, and achieve their financial aspirations. Show less