
Renee Vansevenant

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About me
Experienced Financial Advisor | Edward Jones | Wealth Strategies| Retirement Strategies l Educator
Education

The University of Western Ontario
2010 - 2014BMOS Honors Specialization in Accounting
Experience

Simply Scoops
Apr 2005 - Jun 2014Managed 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 2014Manager
Apr 2005 - May 2011

Dominion Lending Centres
Oct 2010 - Apr 2011Office AssistantWorked 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 2017Advisor
Edward Jones
Jun 2017 - nowFinancial AdvisorI 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
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WME
Canadian Securities Institute (CSI)Jul 2020.webp)
CPH
Canadian Securities Institute (CSI)Aug 2017
LLQP
AdvocisApr 2016.webp)
CSC
Canadian Securities Institute (CSI)Jul 2017
Honors & Awards
- Awarded to Renee VansevenantYoung Entrepreneur of the Year 2015 Camden Council Jun 2015
Volunteer Experience
Committee Member
Issued by Ronald McDonald House Charities Southwestern Ontario on Dec 2018
Associated with Renee VansevenantBoard Member
Issued by Big Brothers Big Sisters of Canada on Jan 2022
Associated with Renee VansevenantCommittee Member
Issued by St. Thomas Elgin General Hospital Foundation on Jan 2022
Associated with Renee Vansevenant
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