
Timeline
About me
Wealth Management Advisor | Certified Financial Planner (CFP)
Education

University of windsor
2011 - 2015Bachelors human kinetics 84%
Fanshawe college
2016 - 2018Bachelor’s degree business finance
Experience

Subway
Jul 2007 - Sept 2011Sandwich artist
Weed man ltd
Apr 2012 - Oct 2015Staff supervisor• Streamlined operations to enable the successful launch of a second company, surpassing revenue goals and leading to the profitable sale of the initial business.• Led morning operations to maximize staff efficiency, ensuring timely dispatch of fully stocked vehicles daily.

University of windsor
Aug 2014 - Dec 2014Volunteer Assistant - Disability Services
Sept 2014 - Dec 2014Research Assistant
Aug 2014 - Sept 2014

Prie-form concrete construction
Oct 2015 - Sept 2017General laborer• Collaborated with a skilled team at Prie-Form Concrete Construction in Goderich ON to efficiently complete concrete pouring and finishing projects, ensuring adherence to safety protocols.• Optimized workflow efficiency to consistently finish projects ahead of schedule, showcasing a commitment to high-quality work.• Utilized strong teamwork skills to ensure timely completion of projects, contributing to the overall success of the team.

Sun life financial
Jun 2018 - Aug 2018Advisor• Engaged with new and existing clients at Sun Life Financial to develop tailored insurance solutions, prioritizing confidentiality and high service levels.• Collaborated with team members to ensure client needs were met efficiently and effectively.• Conducted thorough analysis of client requirements to provide personalized insurance recommendations.

Mainstreet credit union limited - canada
Aug 2018 - nowWealth management advisor• Doubled book of business within 3 years, increasing portfolio by $10M, driving substantial profitability• Achieved first-ever perfect audit score, setting new standard of excellence in administrative tasks• Completed over 40 comprehensive financial plans, providing tailored strategies for individual financial goals
Licenses & Certifications
- View certificate

Certified financial planner®
Fp canadaMar 2024 
Worker health and safety awareness in 4 steps
Ontario ministry of labourOct 2016
Canadian investment funds course (cifc)
Ifse instituteMay 2017- View certificate

Certified financial planner (cfp)
Fp canadaApr 2024
Languages
- enEnglish
- frFrench
Recommendations

Tido houtepen
MSc. Graduate Aerospace EngineeringDelft, South Holland, Netherlands
Patricia stolz
Travel Agent & Vice President at Actours, LTDExcelsior, Minnesota, United States
Jaishree dwivedi
Messaging Services Senior Analyst at NTT Data || 2x Microsoft CertifiedLucknow, Uttar Pradesh, India
Unathi lynette
Finance Clerk at Hollard InsuranceCity of Johannesburg, Gauteng, South Africa
Justyna eberhardt
Management AssistantBelgium
Michael martinez
"Enthusiastic New Grad RN | Dedicated to Delivering Compassionate Patient Care | Eager to Contribute...Metropolitan Fresno
Prerna desai
MS Data Science @ Stevens Institute of TechnologyJersey City, New Jersey, United States
山内宗和
テクノブレーン株式会社 - キャリアコンサルタントTokyo, Japan
Antonio moreno
Engenheiro BiomédicoSão Paulo, São Paulo, Brazil
Brian autumn
Principal Software Engineer | Code and Coffee National Director of Operations | Generally Friendly G...Newton, Massachusetts, United States
...