Experience

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  North america indigenous ministries

  May 1990 - Oct 2007

  Vp finance

  Financial and Analytical:• 17 consecutive years of unqualified audits• Oversee internal controls• Calculate, prepare and present yearly multiple departmental organizational budgets• Prepare multiple departmental organizational financial statements• Prepare consolidated organizational financial statements• File annual returns in a timely manner for respective Federal, Provincial and State governments• Prepared trend analysis examining revenue and expenses• Investigate investment options for surplus funds and make recommendations to Board• Prepare and present reports at annual general meetings• Provided ongoing background information to the external accountants to assist in audit• Liaise with bank account manager with regard to organization’s financial needs• Responsible for proper archiving of financial records• Preparation of personal tax returns including clergy housing allowance, small business and rental incomeAccounting and Administration:• Responsible for all accounting functions to the completion of financial statements• Preparation of year-end working papers for the external accounting firm• Responsible for all regulatory filings• Administered all records and payments for CRA, WCB, GST, PST, and payroll taxes• Oversaw and implemented accounting and administrative procedures• Coordinated the acquisition of office equipment• Responsible for the hiring, training and supervision of accounting staff Show less

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  Envision financial, a division of first west credit union

  Oct 2007 - Dec 2013

  Personal account manager

  I play a key role in the delivery of exceptional financial service to each credit union member. This role builds lasting long-term business relationships and a referral network by developing trust and providing personalized financial service to meet member needs. Through creating and updating member profiles, this role analyzes which financial solutions would be suitable to the member to help them reach their goals. I provide financial counselling and education to the member on a variety of financial products including investments and lending.Investing and Financial Planning:• Prepare and execute Personal Investment Plan• Provide personal lending, investment and financial planning services to my portfolio of members; including mortgages, loans, lines of credit, mutual funds, TFSAs, RRSPs, RESPs, RDSPs and 4-point financial planning • Provide holistic financial advice to members, assisting them with achieving their short term and long term financial goals• Portfolio Management Show less

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  Rbc

  Jan 2014 - now

  Financial planner

  I steward a portfolio of high-value Mass Affluent and strategic clients, delivering an exceptional client experience. I am an accredited professional, providing integrated financial planning and expert advice, leveraging financial planning disciplines. I deliver an exceptional client experience through availability and mobility, demonstrating active listening to understand and anticipate client needs, providing insights and advice that are meaningful, memorable, and timely.