Renee Vansevenant

Renee Vansevenant

Followers of Renee Vansevenant920 followers
location of Renee VansevenantSt Thomas, Ontario, Canada

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  • Timeline

  • About me

    Experienced Financial Advisor | Edward Jones | Wealth Strategies| Retirement Strategies l Educator

  • Education

    • The University of Western Ontario

      2010 - 2014
      BMOS Honors Specialization in Accounting
  • Experience

    • Simply Scoops

      Apr 2005 - Jun 2014

      Managed to maintain constant growth revenues of 15% per year, researched new ways of reducing cost of products by 5% which lead to an increased margin of net income in comparison to profit by 4%. Expanded customer base through different marketing options. Engaged in all aspects of the business including financial decisions, operations, human resources and marketing. Managed the store for the previous owner, by overseeing in-store operations and effectively managed a team of over 10 employees. Completed training of new staff members, and frequently completed weekly scheduling and payroll using excel and simply accounting software. Dealt with customer relations in a professional manager.

      • Owner

        Jun 2011 - Jun 2014
      • Manager

        Apr 2005 - May 2011
    • Dominion Lending Centres

      Oct 2010 - Apr 2011
      Office Assistant

      Worked as a financial assistant in the mortgage industry. Directed customer calls, sat in on customer meetings with mortgage brokers. Created customer mortgage profiles, and filled all documents.

    • RBC Insurance

      Feb 2016 - May 2017
      Advisor
    • Edward Jones

      Jun 2017 - now
      Financial Advisor

      I provide my clients with personalized investment strategies to help them realize their financial goals. I use wealth and estate planning tools, investment strategies and comprehensive financial advice all focused on providing my clients with a plan that matches their lifestyle and legacy needs and goals.

  • Licenses & Certifications

    • WME

      Canadian Securities Institute (CSI)
      Jul 2020
    • CPH

      Canadian Securities Institute (CSI)
      Aug 2017
    • LLQP

      Advocis
      Apr 2016
    • CSC

      Canadian Securities Institute (CSI)
      Jul 2017
  • Honors & Awards

    • Awarded to Renee Vansevenant
      Young Entrepreneur of the Year 2015 Camden Council Jun 2015
  • Volunteer Experience

    • Committee Member

      Issued by Ronald McDonald House Charities Southwestern Ontario on Dec 2018
      Ronald McDonald House Charities Southwestern OntarioAssociated with Renee Vansevenant
    • Board Member

      Issued by Big Brothers Big Sisters of Canada on Jan 2022
      Big Brothers Big Sisters of CanadaAssociated with Renee Vansevenant
    • Committee Member

      Issued by St. Thomas Elgin General Hospital Foundation on Jan 2022
      St. Thomas Elgin General Hospital FoundationAssociated with Renee Vansevenant