Lori Ferris

Experience

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  St. Michael's Hospital

  Oct 1990 - Oct 2001

  Cardiovascular Intensive Care Nurse

  Transitioned patients from surgery to ICU dischargeActed as charge nurse of 22 nurses to ensure excellence and professional level of careTravelled to Florida to assist increased flows in their cardiovascular centerAssisted nationally with medical equipment training EXTRACURRICULARNational conferences in Niagara Falls, including advisor/associate panelsPresentations at PIP roadshowsPresentations at administrative conferencesClient events at CN Tower, Second City, Steam Whistle and Tall Ship. Show less

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  Edward Jones Investments

  Oct 2001 - Dec 2005

  Branch office administrator

  Provided proactive service, door knocking and outbound calls to existing clients and prospectsDaily preparation to facilitate account opening, transaction completion, asset transfer, tax loss selling and quarterly reporting for clientsEstablished and maintained effective working relationships within the team and regional leadersAccurately trades execution from Financial Advisor to NBCNCoordinated regional growth objectives and maintained sales training for new advisors

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  IPC Securities Corp

  Dec 2005 - Jun 2011

  Serviced fee-based practice.Acted as liaison among Financial Advisors, administration, NBCN and Head Office OperationsProvided excellence in sales and marketing support for the TCE process to AdvisorsLiaised with event coordinator and Counsel to organize high net worth client seminars and events.Effective knowledge of all relevant processes to facilitate account opening, transaction completion, asset transfer, tax loss selling and quarterly reporting for high net worth clientsEstablished and maintained effective working relationships within the teamOrganized weekly team meetings to ensure continuity in the officeAccurate trade execution from Financial Advisor to NBCN, assuring client suitabilityPrepared and executed annual set-up of RRIF payment, paragon fees and annual administration fees Liaising with the accountant, prepared and maintained the financial records and reporting for the Beaches Financial Group through QuickBooksOrganized, managed all client files and facilitated branch manager auditsProactively exceeded client expectations Show less

  • Service Manager/Office Manager

    Dec 2005 - Jun 2011

  • Client Service Manager

    Dec 2005 - Mar 2011
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  IPC Securities Corp

  Oct 2011 - Mar 2013

  National Accounts Investment Advisor
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  Evans Investment Counsel

  Mar 2013 - now

  Client Service Associate