Akeila Houslin

Akeila Houslin

Student

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  • Timeline

  • About me

    Actively pursuing the Personal Finance Planner (PFP) Designation

  • Education

    • Lambton College

      2020 - 2022
      Postgraduate Degree Financial Planning and Wealth Management
    • The University of the West Indies, Mona

      2015 - 2019
      Bachelor's degree Biochemistry and Economics
  • Experience

    • The University of the West Indies

      Aug 2015 - May 2019
      Student
    • Freelance

      Mar 2020 - Feb 2022
      Retail Trader

      Learned how to trade currencies, commodities, and cryptocurrencies. Also, taught beginners how to navigate through the foreign exchange market.

    • Lambton College

      Sept 2020 - Feb 2022
      Graduate Student

      Financial Planning and Wealth Management student.

    • RBC

      Feb 2022 - now

      My task as a banking advisor at RBC is to aid in the provision of services to clients across a wide spectrum ranging from retail clients to corporate clients in an effort to develop customized solutions aimed at their specific issues.

      • Financial Advisor

        Apr 2024 - now
      • Banking Advisor

        Feb 2022 - Apr 2024
  • Licenses & Certifications

    • Certificate of Financial Services Advice

      Canadian Securities Institute
      Mar 2024
      View certificate certificate
    • Investment Funds in Canada (IFC)

      Canadian Securities Institute
      Oct 2021
      View certificate certificate
  • Volunteer Experience

    • Community Volunteer

      Issued by The Salvation Army on Dec 2021
      The Salvation ArmyAssociated with Akeila Houslin