Alexei Schwartzman CFP, CLU, RIS

Experience

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  Providence Health Care

  Jun 2004 - May 2008

  Business Analyst, Decision Support

  - Compiled and analyzed administrative and clinical data to support operations of all PHC sites.- Provided analytical support to clinical programs including Emergency and Intensive Care; non-clinical programs, such as Radiology; and administrative programs including Utilization Management Access Council, Emergency Waiting Time Working Group, IHI Impact Team, and Regional Emergency Services Council. - Created readily-available reports for hospital management; trained PHC leadership in their use.- Coordinated evaluation of new and already implemented projects.- Trained new employees. Show less

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  H&R Block

  Feb 2010 - Dec 2014

  Instructor / Tax Professional / District Support Specialist

  - Teach H&R Block Tax Preparation course on income tax return preparation to tax professionals and the general public.- Prepare personal income tax returns for existing and new clients of the company.- Address income tax preparation questions from other tax professionals within the company.- Address income tax preparation questions from the clients and the general public. - On average prepare about 200 tax returns of varying complexity per tax season.

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  Schwartzman Financial

  Apr 2010 - now

  - Provide financial planning to professionals and business owners in different industries.- Provide investment advice using mutual funds (via Investia Financial Services Inc).- Provide insurance advice for Life, Disability, Critical Illness, Long Term Care, Visitor and Travel insurance (including Super Visa).- Licensed with many insurance companies- Perform income tax preparation for clients and the general public.- Conduct seminars on different financial and tax topics. - Set strategic direction and manage the operations of the financial services firm.- Provide investment advice and insurance advice to new and existing clients.- Give seminars on various financial topics.

  • Financial planner, Investment Funds Advisor, Insurance Advisor, Instructor

    Jun 2013 - now

  • Investment Funds Advisor

    Apr 2010 - Jun 2013
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  Vancouver Financial Mastery Meetup

  Jan 2015 - now

  Director

  The Vancouver Financial Mastery Meetup provides an opportunity for success-driven, idea-hungry, passion-oriented people to get together for sharing, understanding and mastering financial ideas. The purpose of this group is to understand the causes and avenues of creation of real wealth. We will explore the answer to this and other questions, such as the following: - What is wealth? - What do wealthy people do to create and grow wealth? - How do investments work? - Should I invest? - Is insurance important? - How should I feel about taxes? - How do income taxes work? - Is there a spiritual side to money? - Is financial planning beneficial? - Should I invest into Real Estate? - What is estate planning and do I need it? - Does the Law of Attraction work in bringing me more wealth? - Many moreWe will bring experts and guest speakers to share their wisdom and experience as well. Other topics of discussion may include physical and spiritual wealth, real estate, stocks, alternative investing strategies, and many more. This group was created for individuals who would like to better understand physical and spiritual wealth in a safe environment. Show less