Experience

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  Td bank group

  Jul 2009 - Nov 2013

  - Completing personal assessments, retirement plans and investment profiles for clients- Completing RESL deals such as mortgages and HELOCs- Educating clients on investing and assisting with mutual fund purchases and redemptions- Identifying opportunities to refer business to wealth partners such as FP, PIA and PIC - Handled inbound discount brokerage client phone calls- Obtained quotes, processed cash transfers, plan deregistrations, and contributions- Entered client orders for: equities, GIC's, mutual funds, bonds and options- Educated clients on our systems as well as registering them for local seminars

  • Financial Advisor

    Jan 2012 - Nov 2013

  • Investment Representative

    Jul 2009 - Jan 2012
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  Cibc

  Nov 2013 - Sept 2014

  Financial advisor

  - Manage a large book of high net worth clients and provide a holistic approach to financial planning - Complete retirement goal plans and investment proposals as well as cash flow and credit planning - Create and execute monthly client contact plans to offer solutions and identify sales opportunities - Consistently exceed client expectations to strengthen relationships and create potential for referrals

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  Td wealth financial planning

  Sept 2014 - Mar 2023

  Financial planner

  As a Financial Planner, I work closely with my clients to help them develop a financial plan that balances life today with their goals for the future. I take the time to understand, not just their current financial circumstances, but also the objectives and motivations intregral to it. Whether you are planning for retirement or starting a new business, I am here to help guide you every step of the way. In addition to investment advice, I can also connect my clients with the right TD specialists to help them address a range of financial goals.In my role, I focus on four keys areas:1. Build net worth - Identifying investment solutions that align with my clients' evolving needs.2. Implementing tax-efficient strategies - Working with my clients to help create and structure their accounts to help reduce tax exposure while keeping income available for when it's needed.3. Protect what matters - Leveraging the expertise of TD specialists, I help integrate strategies to protect what matters to my clients.4. Leave a legacy - Helping my clients to build a plan to effectively transfer their wealth.I am passionate and committed to helping my clients feel more confident in their financial future. Information provided is itended for Canadian residents and does not constitute advice. Ro read the full disclaimers, please go to www.td.com/legal and https://go.td.com/SocialDisclaimer. Show less