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Simon Elias

Simon Elias

Parks and Recreation

Followers of Simon Elias817 followers
location of Simon EliasMississauga, Ontario, Canada

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  • Timeline

  • About me

    CFP®

  • Education

    • University of Guelph

      2010 - 2014
      Bachelor of Arts (B.A.) Mathematics

      Activities and Societies: Area of Focus - Economics B.A - MathematicsWith area of focus in Economics

    • Advocis

      2019 - 2019
      CFP Core Curriculum

      CFP241 Financial Planning Foundation, CFP242 Taxation and Investment Planning, CFP243 Retirement Income Planning, CFP244 Insurance and Estate Planning

    • Hoopis Performance Network / LIMRA

      2019 - 2019
      Trustworthy Selling Program

    • Humberview Secondary School

      2002 - 2006

      Activities and Societies: Math Orientated Field Lacrosse Team Football Team

    • Fanshawe College

      2006 - 2009
      Business Diploma Business/Commerce, General

  • Experience

    • Town of Caledon

      May 2008 - Sept 2014
      Parks and Recreation

      I had the opportunity to be a part of the Town of Caledon's student summer employment in the Parks and Recreation department. For 7 consecutive summers I worked here during my time as a student.Duties included:-Maintenance of all Parks and buildings in them-Operating machinery-Water truck operation -Planting, mulching, weeding flower beds

    • Suxess Consulting Firm 2

      Sept 2009 - Feb 2010
      Door to Door Promitional Representative for SickKids Hospital (Third Party)

      After completion of my business program at Fanshawe College I took a job as a door to door (D2D) canvasser for a third party company representing SickKids Hospital. Given territories and approached households daily. Was promoting a monthly donation program for the hospital.

    • Esso

      Oct 2013 - Apr 2014
      Station Clerk

      Was given the opportunity to work part time during my studies. During my time at Esso I independently ran the "On The Run" gas station twice or three times a week. Given the location of the station I mainly dealt with a lot of students and elderly folks. Included providing great customer service.

    • Quadrus Investment Services

      Oct 2014 - now
      Investment Representative

      Licensed to sell mutual funds in Ontario, Canada.Ability to provide financial vehicles to achieve desired goals according to financial plans.Insurance products, including segregated fund policies, are offered through Project Financial Services Ltd., and Simon Elias offers mutual funds and referral arrangements through Quadrus Investment Services Ltd.

    • Freedom 55 Financial - Division of London Life

      Oct 2014 - Dec 2017
      Financial Security Advisor

      -Implement a personalized process-Creating goals, reviewing plans, and addressing any gaps-Mobile for client convenience -Strengthening financial habits, saving rates, monitoring cash flow-Assessing and recommending appropriate insurance needs to strength plansLicensed to sell insurance products in Ontario.

    • Elections Ontario

      Jan 2015 - Jan 2015
      Deputy Returning Office

    • Project Financial

      Dec 2017 - now
      Associate Financial Advisor

      Client Relations, Financial Planning, Servicing Project Financial's existing clientele.

  • Licenses & Certifications

  • Volunteer Experience

    • Volunteer (Set up / take down / Miscellaneous)

      Issued by Multiple Sclerosis Society of Canada on May 2015
      Multiple Sclerosis Society of CanadaAssociated with Simon Elias