
Timeline
About me
Chartered Financial Planner®
Education
Chartered institute of financial planning
-Chartered financial planner® financial planning and servicesCanadian institute of financial planning
2021 - 2023Cifp diploma financial planning and servicesCanadian securities institute
2019 - 2020Canadian securities course finance, generalBeatrice-desloges
2001 - 2007High school diploma high school/secondary diplomas and certificates 12
Experience
Precision drilling
Oct 2008 - Apr 2024-Operation and maintenance of industry leading state of the art equipment and all it’s systems: electric, computing, HMI, mechanical, hydraulic, air and others. -Uphold excellent company image to the customer. Ensure constant customer satisfaction. Uphold a functional and successful customer relationship.-Best known for operational excellence throughout the positions of increasing responsibilities. Consistently chosen for the superior roles from a pool of qualified professionals for this reason. -Expertise: NOV Amphion systems, Pason and NOV EDR systems, Purchasing & equipment transfer software SAP/SAP fiori/Concur/Citrix, managed pressure systems, etc. -Management systems expertise and full utilization to promote workplace efficiency and compliance. Show less Tour Rig Manager, 9/2017 – Present✰Time management and optimization to limit non productive time, which in turn keeps customer cost down and company reputation up. ✰Manage operational costs to remain profitable via: motivating a team of experts to efficiency, inventory management, preemptive maintenance.✰ Recognized for some of greatest rig move times in the fleet with 23-min. average theoretical time (allocated theoretical time is one-hour, the fleet average is 46 min.).✰ Maintained rig downtime of under two hours for the year, due to preemptive equipment maintenance; seamlessly transferred over to new SAP operating system without lapse in regulatory duties.✰ Hold oversight responsibility for drilling and crew operations on Amphion Walking rig.✰ Oversee crew with innovative people management and consultative leadership skills based on maintaining safety, quality, and performance.✰ Expertise: NOV Amphion systems, Pason EDR systems & purchasing & equipment transfer software SAP/SAP fiori. Show less Driller, 11/2014 – 9/2017✰Hold oversight responsibility for team operations with innovative people management and consultative leadership skills. Oversight responsibilities based on maintaining safety, quality, and performance.✰ Recognized for quickly completing assigned work while maintaining strictest safety measures. ✰ Consistently lead theoretical and average tripping times (allocated 4 min. per connection, average 2.12min.) with average of 1.25min.; recognized for outstanding "bit on bottom time" during slides with very minimal non- productive time on slides. ✰ Served as Amphion cyber chair Driller on multiple generations of NOV Amphion systems and NOV Top Drives.✰ Expertise in managed pressure drilling, conventional mud motor drilling (vertical and lateral wells up to 3300m legs), rotary steerable lateral wells (up to 3500m legs). Show less
Tour Rig Manager, Driller, Derrickhand, Motorhand, Floorhand
Oct 2008 - Apr 2024Financial Clerkship / Financial Optimisation
Jan 2014 - Jan 2020Team Leader and Manager
Jan 2014 - Jan 2020Tour Rig Manager
Sept 2017 - Jan 2019Driller
Nov 2014 - Sept 2017Derrickhand to Leasehand
Oct 2008 - Nov 2014
Scotiabank
Oct 2021 - nowSenior financial advisor- Broad spectrum of Financial Advisory and Management of a Book of Client of over 600 clients.- Advise clients on credit related products: Mortgages, Real Estate Secured Lending, Mortgage Blending, Secured and Unsecured Lines of Credit, Unsecured Personal loans, Credit Card Optimization.- Advise clients on how to achieve their financial goal through investing. Planning and investing for goals like: Major Purchases, Retirement, Education, Emergency fund, Risk/Insurance protection.- Investment Account Optimization, and of their associated programs: RRSP, RRIF, Spousal RRSP/RRIF, LIRA, LIF, LRSP, LRIF, TFSA, FHSA, Non-Registered.- Investment Advisory based on Client’s risk tolerance: Portfolio Mutual Funds, Index Mutual Funds, Specified Equity Mutual Funds, Mutual funds with ETF exposure, Market Linked GICs, GICs.- Constant outreach to existing Clients and prospective Clients: Ensure progression towards Client’s financial goals, Maintain/Deepen Client relationships and Grow the quality of the Client Book. Show less
Licenses & Certifications
Second line well control (enform), first line well control (enform), fall arrest, rig rescue, confined space entry, tdg, loader operator, boiler tech. (absa), h2s alive, first aid, amphion troubleshooting training (pd), rigging & slinging (pd), disc perso
Enform and othersMar 2016Canadian securities course
Canadian securities institute (csi)Jun 2020Mutual fund representative
Ciro / ocriDec 2021
Languages
- enEnglish
- frFrench
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