
Timeline
About me
Business Owner, Coach, Portfolio Manager, High School Math & Chemistry Teacher, Ayurvedic Practionner
Education

Optionetics- elite trading
2010 - 2012Elite trading options and futures trading
University of ottawa / université d'ottawa
1986 - 1987Bachelor of education (b.ed.) mathematics, sciences and langue francaise
University of ottawa / université d'ottawa
1983 - 1986Bachelor of arts (b.a.) mathematics and langue francaise
Experience

Ecole secondaire d'alexandria
Sept 1987 - Jun 1988Math teacher• Math teacher from grade 10 to grade 13• French Teacher (French as first language) - from grade 10 to grade 12

College catholique samuel genest
Sept 1988 - Jan 1995High school math/chemistry teacher• Math/Chemistry teacher• Created, Developed and Implemented various new courses for the Ministry of Education for the scientific concentration program offered at College Catholique Samuel Genest - These 4 year-long courses included: Science and Mathematics of Music, Astrology, Biotechnoly and Bioethics and “Invention Patentive” where students had to develop a product using scientific principles, build it, create a patent and finally create a marketing plan and presentation to a panel of judges• Students participated in yearly Scientific Fair• Calculus Teacher – (evening classes for adults) for the Ottawa School Board Show less

Rbc dominion securities
Feb 1995 - Jan 2010**senior discretionary portfolio manager**• Discretionary portfolio management for US and Canadian clients• Estate planning Insurance Specialist• Portfolio risk management, investment analysis, recommendations to clients• Developed, designed and implemented Investment Policy Statements for clients• Conducted strategic planning meetings with clients and their professionals focusing on financial, estate and tax planning as well as real estate analysis• Assisted clients in setting up corporations, rewriting wills to include testamentary and spousal trusts • Created, developed, implemented and presented “Women, Wisdom and Wealth” and “Wisdom, Wealth & YOU” courses offered to clients and public Show less

University of victoria
Jan 1996 - Jan 2009Financial investment teacher• Investing for Women- Course offered through continuing studies• Developed, created and presented classes twice a year• Program included eight – two hour weekly classes• Topics covered: Investing 101, bonds, preferred shares, investment income, mutual funds, stocks, tax planning, estate planning, insurance to help women understand all the basic knowledge one should know about investing and finding professionals to assist them.

Self-employed
Sept 2010 - nowBusiness & life coach
Licenses & Certifications

Cim - certified investment manager
Canadian securities institute
Insurance level i & ii
Insurance council of bc
Languages
- enEnglish
- frFrench
- spSpanish
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