Freedom 55 Financial

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Freedom 55 Financial Employees

Employee
Years
Job
Industry
Iman Kanji Iman Kanji Kitchener, Canada Area Details
Iman Kanji's Freedom 55 Financial Experience December 2011 - July 2012
Job Litigation Law Clerk at Miller Thomson LLP
Industry Legal Services
Experience
Miller Thomson LLP  February 2015 - Present
Mosaic Sales Solutions  2011 - Present
Morell Kelly Accident & Injury Law   May 2014 - May 2014
Two Rivers Family Health Team   May 2010 - September 2013
McMullan's Canadian Pub & Pizzeria   July 2012 - August 2013
Freedom 55 Financial   December 2011 - July 2012
TD Bank Group  June 2011 - February 2012
University of Western Ontario  October 2010 - April 2011
East Side Mario's  April 2009 - April 2010

Skills
Advocacy, Legal Writing, Legal Research, Legal Assistance, Legal Advice, Legal Documents, Legal Issues, Litigation, Small Claims, Criminal Law, Administrative Law, Landlord/tenant Issues, Provincial Offences, Employment Law, Insurance Law, Quicklaw, Court Proceedings, Communication Skills, Analytical Reasoning, Independent Thinking, Learning Quickly, Close Attention to..., Conscientious, Creative Problem Solving, Ethical Decision Making, Persuasive Speaker, Conflict Resolution, Long-term Customer..., Building Relationships, Customer Service, Customer Acquisition, Interpersonal Leadership, Persuasive Presentations, Team-oriented, Work Well Independently, Team Leadership, Goal-oriented..., Social Networking, Organized Multi-tasker, Friendly Personality, Extrovert, Computer Proficiency, Microsoft Office, Achieving Results, Flexible to Change, Marketing, Diligent, File Management, Document Drafting, Highly Reliable

Education
Conestoga College   2013 — 2014
Paralegal Studies, Health & Life Sciences and Community Services, Post-Graduate Certificate

Wilfrid Laurier University   2012 — 2013
Political Science and Government, Interim Student

The University of Western Ontario   2007 — 2011
Bachelor of Management and Organizational Studies, Finance & Administration, Bachelor's Degree

Cameron Heights Collegiate Institute   2003 — 2007

Erica Berry-Ferg Erica Berry-Ferg Toronto, Canada Area Details
Erica Berry-Ferg's Freedom 55 Financial Experience September 2013 - Present
Job Marketing Associate
Industry Financial Services
Experience
Freedom 55 Financial   September 2013 - Present
Stericycle  April 2012 - July 2013
Stericycle  September 2011 - March 2012
Honda Canada Inc.  February 2011 - September 2011
Government of Ontario  May 2009 - February 2011
Nipissing University  October 2008 - August 2009
Caisse populaire North Bay limitee   August 2006 - January 2008
Caisse populaire North Bay limitee   April 2004 - August 2006

Skills
Customer Service, Customer Satisfaction, Team Building, Customer Experience, Process Improvement, Call Center, Data Entry, Microsoft Excel, Microsoft Word, Outlook, Meeting Planning, Client Contact, Appointment Scheduling, Medical Transcription, Clerical Work, Mail Merge, Formal Verification, Account Reconciliation, Branch Banking

Education
Canadore College   2008 — 2009
Diploma, Office Administration

Nipissing University   2003 — 2007
Bachelor of Arts, Administrative Studies

Jessica Lan Jessica Lan Vancouver, Canada Area Details
Jessica Lan's Freedom 55 Financial Experience July 2013 - Present
Job Financial Security Advisor and Investment Representative
Industry Financial Services
Experience
Freedom 55 Financial   July 2013 - Present
Armani Exchange  May 2011 - September 2011
La Vie En Rose  June 2008 - July 2010

Skills
Time Management, Microsoft Excel, Leadership, Customer Service, Teamwork, Sales, Financial Analysis, Team Leadership, Event Planning, Microsoft Word, PowerPoint, Microsoft Office, Social Media, Public Speaking, Investments

Education
The University of British Columbia   2011 — 2013
Bachelor of Commerce (B.Com.), Finance, General

Capilano University   2009 — 2011
Bachelor of Commerce (B.Com.)

Les Zacharias Les Zacharias Vancouver, Canada Area Details
Les Zacharias's Freedom 55 Financial Experience October 1994 - Present
Job Regional Director at Freedom 55 Financial
Industry Financial Services
Experience
Freedom 55 Financial   October 1994 - Present
Freedom 55 Financial   1994 - 2010

Skills
Wealth Management, Segregated Funds, Leadership, Financial Planners, Investment Strategies, Critical Illness, Retirement, Estate Planning, Mutual Funds, Retirement Planning, Wealth, Strategic Financial..., Investments, Public Speaking, Disability Insurance, Insurance, Coaching, Financial Planning

Education
British Columbia Institute of Technology   1989 — 1990

Mouat Senior Secondary   1987 — 1989

Thomas Wujtow, B. Comm. Pl. Fin. Thomas Wujtow, B. Comm. Pl. Fin. Montreal, Canada Area Details
Thomas Wujtow, B. Comm. Pl. Fin.'s Freedom 55 Financial Experience March 2010 - November 2010
Job Financial Planning Analyst RBC Wealth Management
Industry Banking
Experience
RBC Dominion Securities  September 2015 - Present
Caisse Desjardins - Notre-Dame-de-Grâce - Vaudreuil-Dorion   December 2013 - September 2015
Caisse Desjardins Notre-dame-de-Grâce   February 2013 - December 2013
Desjardins Financial Security  November 2010 - March 2013
Freedom 55 Financial   March 2010 - November 2010
New Roots Herbal   April 2008 - March 2010

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Critical Illness, Disability Insurance, Mutual Funds, Strategic Financial..., Team Leadership, Retirement Planning, Life Insurance, Fixed Annuities, Wealth Management, RRSP, TFSA, Retirement Savings, Group Benefit Plans, Permanent Life Insurance, Group Insurance, Wealth Accumulation, Term Life Insurance, Retirement, Financial Planning

Education
IQPF - Institut Québécois de Planification Financière   2013 — 2013
Planification financière - Financial planning

Concordia University   2005 — 2009
Bachelor of Commerce (B.Comm.), Management, minor finance

John Abbott College   2002 — 2004
D.E.C., Social Sciences

Jim Radcliffe Jim Radcliffe Kitchener, Canada Area Details
Jim Radcliffe's Freedom 55 Financial Experience July 1994 - Present
Job Director, Business Development
Industry Financial Services
Experience
Freedom 55 Financial   July 1994 - Present
Friends of Hockey   April 2007 - Present
CRD Construction   April 1987 - July 1994

Skills
Business Planning, Negotiation, Coaching, New Business Development, Strategic Planning, Sales Management, Financial Planning, Business Strategy, Customer Relations, Problem Solving, Consultative Selling, Team Building, Customer Service, Sales Process, Competitive Analysis, Team Leadership, Mentoring, Business Management, Relationship Development, Investments, Selling, Strategic Financial..., Risk Management, Financial Services, Financial Planners, Leadership, Sales, Disability Insurance, Time Management, Wealth, Management

Education
Conestoga College   1984 — 1986
Business, Management Studies

Michelle Lacusta, MBA Michelle Lacusta, MBA Vancouver, Canada Area Details
Michelle Lacusta, MBA's Freedom 55 Financial Experience October 2006 - January 2007
Job Digital Marketing Manager
Industry Marketing and Advertising
Experience
Beedie School of Business at SFU  October 2014 - Present
Freelance Contractor  September 2013 - Present
FCV Interactive  June 2014 - December 2014
Snackbox Media   April 2013 - March 2014
Food.ee  February 2013 - May 2013
Drake International  May 2012 - February 2013
Vancouver Fashion Week  2011 - 2011
C.H. Robinson Worldwide, Inc.   January 2007 - June 2010
Vancouver Young Professionals   2007 - 2008
Freedom 55 Financial   October 2006 - January 2007

Skills
Marketing, Digital Marketing, Social Media, Social Media Marketing, Marketing Strategy, Marketing Communications, Leadership, Recruiting, Time Management, Sales Process, Teamwork, Management, Competitive Analysis, Key Account Management, Inside Sales, Logistics Management, Market Analysis, Account Management, Pricing Negotiation, Pricing Strategy, Training, Logistics, Strategy, Event Planning, Sales, Blogging

Education
Beedie School of Business at Simon Fraser University   2010 — 2011
Masters, Business Administration

British Columbia Institute of Technology   2006 — 2007
Marketing Management Certificate, Marketing

The University of British Columbia
Bachelors of Arts, Political Science

Joe Birch Joe Birch Toronto, Canada Area Details
Joe Birch's Freedom 55 Financial Experience April 2002 - March 2004
Job Senior Director of Hockey Development & Special Events at Ontario Hockey League
Industry Sports
Experience
Ontario Hockey League  February 2013 - Present
Newport Sports Management   October 2011 - February 2013
Ontario Hockey League  March 2006 - October 2011
Cintas Canada  July 2005 - March 2006
Labatt Breweries of Canada  March 2004 - May 2005
Freedom 55 Financial   April 2002 - March 2004

Skills
Coaching, Direct Sales, Sales Process, Account Management, New Business Development, Sales Management, Sales, Sports, Sports Marketing, Event Management, Sports Management, Cold Calling, Advertising, B2B, Budgets, Building Relationships, Business Development, Contract Negotiation, Customer Service, Event Planning, Leadership, Management, Marketing, Marketing Communications, Marketing Strategy, Negotiation, Online Marketing, Public Relations, Public Speaking, Recruiting, Sales Operations, Social Media, Social Media Marketing, Social Networking, Sponsorship, Strategic Planning, Team Building, Team Leadership, Time Management, Training

Education
Athabasca University   2015 — 2018
Hockey Executive MBA

The University of Western Ontario   1997 — 2001
BA

Emie Hoang Emie Hoang Montreal, Canada Area Details
Emie Hoang's Freedom 55 Financial Experience January 2014 - July 2014
Job Funding Representative at VW Credit Canada Inc
Industry Financial Services
Experience
VW Credit, Inc.   July 2014 - Present
Freedom 55 Financial   January 2014 - July 2014
Aon Risk Solutions  May 2012 - December 2013

Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Leadership, Project Management, Event Planning, Analysis, Accounting, Time Management, Social Media, Microsoft Word, PowerPoint

Education
Concordia University   2010 — 2013
Bachelor of Commerce (B.Com.), Finance, Accounting

Dawson College   2008 — 2010
DEC, International Business Studies

Jackie Casey Jackie Casey Halifax, Canada Area Details
Jackie Casey's Freedom 55 Financial Experience 1999 - 2002
Job Associate Planner Parkhill Events
Industry Events Services
Experience
Parkhill Events   January 2010 - Present
Signature Events  January 2010 - Present
Xerox  December 2003 - May 2010
Event Trends   August 2007 - October 2009
Freedom 55 Financial   1999 - 2002

Skills
Account Management, Event Management, Direct Sales, Sales, New Business Development, Sales Management, Salesforce.com, Marketing Strategy, Customer Service, Strategic Planning, Event Planning, Sales Presentations, Marketing Communications, Marketing, Social Media, Sales Operations, Fundraising, Management

Education
Acadia University   1996 — 2001
Bachelor of Science and Nutrition

Queen Elizabeth HighSchool   1994 — 1996

Jennifer Del Rosario Jennifer Del Rosario Vancouver, Canada Area Details
Jennifer Del Rosario's Freedom 55 Financial Experience October 2009 - November 2010
Job Office Administrator at the BC Construction Safety Alliance
Industry Nonprofit Organization Management
Experience
Phone Bill Cutters Inc.   January 2013 - January 2015
Olympia Trust Company  November 2010 - April 2011
Freedom 55 Financial   October 2009 - November 2010
Robeez Footwear   November 2005 - December 2008
Canadian Western Bank  December 1999 - August 2003

Skills
Customer Service, Strategic Planning, Coaching, Finance, Manufacturing, Microsoft Excel, Negotiation, Operations Management, Process Improvement, Sales, Securities, Leadership, Team Building, Management

Education
British Columbia Institute of Technology   2003 — 2005

Alecsander Ionescu Alecsander Ionescu Montreal, Canada Area Details
Alecsander Ionescu's Freedom 55 Financial Experience December 2013 - Present
Job Financial Security Advisor Freedom 55 working with Michael Rozenek & Associates
Industry Financial Services
Experience
Freedom 55 Financial   December 2013 - Present
Spinelli  January 2013 - December 2013
Spinelli  January 2008 - January 2012
Full Bore Marketing   August 2009 - October 2010
Future Shop  December 2006 - February 2009

Skills
Sales Management, Customer Service, Contract Negotiation, Reliability, Loyal, Organizational..., Brand Developement, Sales Motivation, Sales, B2B, Sales Operations, Sales Process, Pricing, Account Management, Customer Satisfaction, Profit, Retail, Employee Training, Inventory Management, Continuous Improvement, Automotive Aftermarket, Automotive, Training, Automobile, Trade Shows, Vehicles, Team Building, Competitive Analysis, Marketing, Strategy, Negotiation, Management, Team Leadership, Leadership, Microsoft Office, Coaching, Finance

Education
Concordia University   2004 — 2008
Bachelor of Business Administration (B.B.A.), Marketing

Concordia University   2004 — 2008
Baccalauréat; B.A.A, Marketing

Collège John Abbott   2001 — 2004
D.E.C, Sciences Humaines; mathématiques

John Abbott College   2001 — 2004
Social Sciences, Commerce

Collège Beaubois   1996 — 2001
Advanced Mathematics-Pure Sciences, mathématiques avancé

John R. DiCesare John R. DiCesare Toronto, Canada Area Details
John R. DiCesare's Freedom 55 Financial Experience January 2002 - December 2010
Job The Corporate Solutions Team, Inc
Industry Financial Services
Experience
The Corporate Solutions Team, Inc.   January 1997 - Present
Freedom 55 Financial   January 2002 - December 2010
Freedom 55 Financial   January 1997 - January 2002
Carleton University  1992 - August 1996

Skills
Group Benefits, Group Pension, Pensions, Financial Advisory, Insurance, Investment Strategies, Succession Planning, Long-term Care, Income Protection, Investments, Risk Management, Term Life Insurance, Investment Advisory, Group Insurance, Mortgage Lending, Health Insurance, Personal Finance, Employee Benefits, Workshop Facilitation

Education
Carleton University   1993 — 1996
BA, Sociology

Rosseau Lake College   1990 — 1992

Eli Sun Eli Sun Toronto, Canada Area Details
Eli Sun's Freedom 55 Financial Experience June 2014 - Present
Job Financial Security Advisor at Freedom 55 Financial, Helping clients achieve financial goals and dreams
Industry Financial Services
Experience
Freedom 55 Financial   June 2014 - Present
Holcim Canada  December 2013 - January 2014
Kingsteel industrial Co.Ltd   2010 - 2013
Sinoleader Industry   2006 - 2010

Skills
International Business, Marketing Management, Business Development, Leadership, Contract Negotiation, Marketing Strategy, Communication Skills, Problem Management, Business Strategy, Strategic Planning, CRM, Marketing Communications, Public Speaking, Strategic Negotiations, Sales Presentations, Business Process, Persuasive Presentations, Big Picture View, Supervisory Management, Problem Finding, Eye for Details, Critical Thinking, Customer Service, Market Research, Strategy, Wealth and Risk..., Financial Planning, Financial Services, Financial Analysis

Education
Fudan University   2008 — 2011
Master's degree, Business Administration and Management, General

University of International Business and Economics   2004 — 2007
Bachelor's degree, International Economics and Trade

Anhui University of Science and Technology   1994 — 1997
Bachelor of Commerce (B.Com.), International Finance and Trade

University of Toronto - Rotman School of Management
Rotman Executive Education

Richard Arbic, CFP Richard Arbic, CFP Ottawa, Canada Area Details
Richard Arbic, CFP's Freedom 55 Financial Experience 2008 - 2009
Job Investment Specialist
Industry Financial Services
Experience
Alterna Savings  June 2012 - Present
Educators Financial Group Inc.  May 2009 - May 2012
Freedom 55 Financial   2008 - 2009
TD Bank Group  2007 - 2008
MBNA Canada  September 2004 - 2007
Questrade  September 2003 - November 2004
Swifttrade  2001 - 2003

Skills
Retirement, Tax, Investments, Insurance, Portfolio Management, Wealth Management, Mutual Funds, Estate Planning, Retirement Planning, Strategic Financial..., Equities, Finance, Securities, Investment Advisory, Financial Services, Financial Advisory, Mortgage Lending, Financial Planners, Investment Strategies, Banking, Asset Allocation, Credit, Risk Management, Wealth, Personal Finance, Financial Risk, Wealth Management..., Asset Management, Financial Planning

Education
Algonquin College of Applied Arts and Technology

Canadian Securities Institute

Financial Planners Standards Council

Seneca College of Applied Arts and Technology

Norman Robidoux Norman Robidoux Calgary, Canada Area Details
Norman Robidoux's Freedom 55 Financial Experience June 2008 - January 2015
Job Insurance/Financial Advisor/Owner @ The Cooperators
Industry Financial Services
Experience
The Co-operators  February 2015 - Present
Bow Valley College  January 2015 - Present
Freedom 55 Financial   June 2008 - January 2015
Music Avenue Inc   November 2000 - June 2010
CYDC   2008 - 2009
St. John's Music Ltd.   1993 - 2000
Festival du Voyageur   1987 - 1988
Festival du Voyageur   1987 - 1988
Festival du Voyageur   1987 - 1988

Skills
Personal Branding, Personal Development, Time Management, Business Planning, Business Networking, Planning, Coaching, Disability Insurance, Strategic Financial..., Retirement Savings, Critical Illness, Financial Planners, Training, Project Planning, Retirement Planning, Employee Benefits, Estate Planning, Finance, Financial Advisory, Financial Planning, Insurance, Leadership, Life Insurance, Management, Mutual Funds, Sales, Investments, Wealth Management, Financial Services, Strategic Planning, Retirement, Wealth

Education
The University of British Columbia   1990 — 1993
Bachelor of Music, Secondary Education, French Minor

Capilano University   1988 — 1990
Music Performance and Production

Thomas Kahler Thomas Kahler Ottawa, Canada Area Details
Thomas Kahler's Freedom 55 Financial Experience January 2014 - Present
Job Financial Security Advisor at Freedom 55 Financial
Industry Financial Services
Experience
Freedom 55 Financial   January 2014 - Present

Skills
Financial security..., Life Insurance, Long Term Care Insurance, Disability Insurance, Retirement Planning, Child Education Savings..., Mortgage Lending, Critical Illness, Mutual Funds, Retirement, Investment Strategies, Wealth, Financial Planners

Education
Carleton University   2008 — 2012
Bachelor's degree, Honours Economics

Michael Brascia Michael Brascia Vancouver, Canada Area Details
Michael Brascia's Freedom 55 Financial Experience November 2013 - Present
Job Financial Security Advisor at Freedom 55 Financial
Industry Financial Services
Experience
Freedom 55 Financial   November 2013 - Present
Xtreme Nutrition -Lougheed Mall   January 2008 - Present

Skills
Customer Service, Marketing Strategy, Mortgage Lending, Microsoft Office, Sales, Time Management

Education
British Columbia Institute of Technology   2008 — 2010
Marketing Management, Professional Sales

Canadian Securities Course

Canadian Securities Institute
Conduct and Practises Handbook

Sandi Radcliffe Sandi Radcliffe Kitchener, Canada Area Details
Sandi Radcliffe's Freedom 55 Financial Experience July 2001 - Present
Job Financial Security Advisor at Freedom 55 Financial
Industry Financial Services
Experience
Freedom 55 Financial   July 2001 - Present

Skills
Segregated Funds, Critical Illness, Retirement Savings, RRSP, Retirement Planning, Wealth Accumulation, RESP, Disability Insurance, TFSA, Retirement, Mutual Funds, Life Insurance, Estate Planning, Investments, Financial Planners, Wealth Management, Mortgage Insurance, Strategic Financial..., Term Life Insurance, Financial Advisory, Saving for Education, Financial Planning

Education
Conestoga College   1985 — 1987

Elmira District Secondary School

Alex Byrne, CHS Alex Byrne, CHS Ottawa, Canada Area Details
Alex Byrne, CHS's Freedom 55 Financial Experience April 2003 - January 2005
Job Insurance/Financial Advisor/Byrne Insurance Agency Inc.
Industry Insurance
Experience
The Co-operators  February 2007 - Present
State Farm  January 2005 - February 2007
Freedom 55 Financial   April 2003 - January 2005
Intact  April 2002 - April 2003

Skills
Commercial Insurance, General Insurance, Insurance, Critical Illness, Term Life Insurance, Property & Casualty..., Disability Insurance, Whole Life, Universal Life, Health Insurance, Retirement, Retirement Planning, Underwriting, Casualty, Fixed Annuities, Liability, Life Insurance, Homeowners, Umbrella Insurance

Education
Algonquin College of Applied Arts and Technology   1999 — 2003
Business - Insurance

Mark Keirstead Mark Keirstead Halifax, Canada Area Details
Mark Keirstead's Freedom 55 Financial Experience 1998 - Present
Job Unleashing the potential of entrepreneurial Financial Advisors
Industry Financial Services
Experience
Freedom 55 Financial   1998 - Present
London Life  August 1995 - August 1998
Kitchener Grand River - London Life   November 1992 - July 1995
London Life  July 1990 - October 1992

Skills
Leadership, Team Leadership, Sales Management, Recruiting, Training, Business Coaching, Public Speaking, Critical Illness, Financial Planners, Disability Insurance, Retirement Planning, Program Facilitation, Segregated Funds, Insurance Planning, Strategic Financial..., Retirement, Dynamic Speaker, Sales Coaching, Mutual Funds, Insurance, Employee Benefits, Business Development, Management, Estate Planning, Investments, Wealth Management, Investment Strategies, Financial Advisory, Life Insurance, Financial Planning

Education
Dalhousie University   2008 — 2010

University of New Brunswick   1980 — 1984
BBA, Finance

Xiao(Sherry) Li Xiao(Sherry) Li Toronto, Canada Area Details
Xiao(Sherry) Li's Freedom 55 Financial Experience May 2010 - Present
Job Financial Security Advisor at Freedom 55 Financial
Industry Financial Services
Experience
Freedom 55 Financial   May 2010 - Present
Quadrus Investment Services Ltd.  May 2010 - Present

Education
Huazhong Normal University   1987 — 1991
Bachelor of Mathematics, Mathematics

Punita Bansal CHS, CFP Punita Bansal CHS, CFP Toronto, Canada Area Details
Punita Bansal CHS, CFP's Freedom 55 Financial Experience 2009 - Present
Job Wealth and Estate Planning Specialist for professionals, business owners, doctors and dentists
Industry Financial Services
Experience
Freedom 55 Financial   2009 - Present
Quadrus Investment Services Ltd.  2009 - Present
FreeMarkets Inc. / Ariba Inc.   2001 - 2004
Wal-Mart Canada  1997 - 1998

Skills
Strategic Financial..., Retirement Planning, Risk Management, Investment Planning, Estate Planning, Income Protection, Succession Planning, Employee Benefits, Critical Illness, Disability Insurance, Pension Plans, Life Insurance, Insurance, Investments, Investment Strategies, Financial Planners, Retirement, Segregated Funds, Pension Funds, Wealth Management, Management, Leadership

Education
FSCO-Financial Services Commission of Ontario   2009 — 2009
LLQP, Life Insurance

IFIC-Investment Fund Institute of Canada   2009 — 2009
CIFC, Mutual Funds

Bangalore University
BA, Industrial Psychology

Cecilia Lu Cecilia Lu Vancouver, Canada Area Details
Cecilia Lu's Freedom 55 Financial Experience January 2008 - Present
Job Coaching Business Professionals to build a successful foundation by bridging that gap! Get Trained! Get Ahead!
Industry Professional Training & Coaching
Experience
Freedom 55 Financial   January 2008 - Present
Freedom 55 Financial   August 2004 - January 2008
St. Paul Hospital  2005 - 2006
Oceanic Sportswear Ltd.   July 1998 - July 2004

Skills
Retirement Planning, Critical Illness, Estate Planning, Employee Benefits, Financial Planning, Insurance Planning, Business Planning, Sales Process, Financial Planners, Investments, Strategic Financial..., Insurance, Financial Advisory, Training, Finance, Mutual Funds, Disability Insurance, Coaching, Financial Services

Education
Capilano University   1998 — 2004
BBA, Business Administration and Marketing

Keyhan Nourmofidi, B.A., CFP, CLU Keyhan Nourmofidi, B.A., CFP, CLU Toronto, Canada Area Details
Keyhan Nourmofidi, B.A., CFP, CLU's Freedom 55 Financial Experience January 2015 - Present
Job Preserving and Protecting Capital for Businesses and Families
Industry Financial Services
Experience
Freedom 55 Financial   January 2015 - Present
Freedom 55 Financial   May 2011 - December 2014
Freedom 55 Financial   May 2008 - November 2014
Royal Bank  December 2006 - May 2008

Skills
Investments, Strategic Financial..., Entrepreneurship, Financial Planning, Retirement, Wealth Accumulation, Leadership Development, Finance, Financial Advisory, Financial Services, Financial Analysis, Strategy, Insurance, Business Development, Wealth, Retirement Planning, Critical Illness, Employee Benefits, Investment Management, Life Insurance, Wealth Management, Small Business, Estate Planning

Education
Financial Planning Standard Council   2011 — 2013
Certified Financial Planner, CFP

Concordia University   2001 — 2006
B.A, Economics & Poli Sci

Advocis
CLU, Advanced Estate Planning Designation, 96%

Breanne Mounter Ramjee Breanne Mounter Ramjee Toronto, Canada Area Details
Breanne Mounter Ramjee's Freedom 55 Financial Experience May 2010 - August 2012
Job Senior Sales Consultant, Group Benefit Solutions at RBC Insurance
Industry Insurance
Experience
RBC Insurance  February 2014 - Present
Black Artists' Networks Dialogue   June 2012 - Present
yoursoloist.ca   January 1988 - Present
Laurentian University  2004 - 2014
Best Doctors  August 2012 - November 2013
Advocis  December 2010 - June 2013
Freedom 55 Financial   May 2010 - August 2012
Great-West Life  January 2007 - April 2010
Shepell.fgi  July 2005 - January 2007
Canadore College  2000 - 2002

Skills
Sales, Building Relationships, Coaching, Business Planning, Social Media, Insurance, Marketing Strategy, Public Relations, Strategic Planning, Public Speaking, Team Building, Sales Management, Employee Benefits Design, Team Leadership, Customer Service, CRM, Leadership, Marketing, Marketing Communications, Recruiting, Sales Process, Employee Benefits, Business Development, Fundraising, Advertising, Management, Change Management, Time Management, Editing, Networking, Teamwork, Social Networking, Newsletters, Nonprofits, Strategy, Event Management, Small Business, Budgets, Account Management, Social Media Marketing, Relationship Building

Education
Cambrian College   2004 — 2005
Diploma, Public Relations Post-Grad Diploma

Laurentian University/Université Laurentienne   2002 — 2005
BA (Hons.), Communication Studies

Canadore College   1998 — 1999
Post-Grad Diploma, Interactive Multimedia

Canadore College   1996 — 1998
Diploma, Broadcast Journalism

Lasalle Secondary School   1991 — 1996
OAC Diploma, English, Music

Branden Mosher Branden Mosher Halifax, Canada Area Details
Branden Mosher's Freedom 55 Financial Experience July 2002 - September 2013
Job Regional Director, Atlantic Canada at GreatWest Life
Industry Financial Services
Experience
Great-West Life  October 2013 - Present
Ken-Wo Golf Club   December 2010 - Present
AusCan Investment Properties Ltd.   September 2007 - Present
Freedom 55 Financial   July 2002 - September 2013
Scotian Gold Co-operative Ltd   April 2000 - April 2002

Skills
Financial Planning, Employee Benefits, Investments, Insurance, Mortgage, Mutual Funds, Estate Planning, Coaching, Portfolio Management, Succession Planning, Risk, Retirement Planning, Credit, Budgeting, Wealth Management, Risk Management, Asset Management, Strategic Financial..., Personal Finance

Education
Acadia University   1998 — 2002
BBA, Business

Blair Cormier Blair Cormier Halifax, Canada Area Details
Blair Cormier's Freedom 55 Financial Experience 2012 - 2014
Job Investment and Insurance Representative
Industry Financial Services
Experience
Rockwood Wealth Management / HUB Capital Inc.   2014 - Present
Freedom 55 Financial   2012 - 2014
Scotiabank  1995 - 2012
Shell Canada Products Limited  1987 - 1995
Shell Canada Products Limited  1985 - 1987

Skills
Strategic Financial..., Wealth Management, Retirement Planning, Estate Planning, Life Insurance, Living Benefits, Employee Benefits, Tax Minimization, Business Counselling

Education
Dalhousie University
Master of Business Administration (MBA), Finance & Marketing, Top 10% standing. Recipient of Graduate Fellowship & Bursary.

Filmon Gebremeskel Filmon Gebremeskel Ottawa, Canada Area Details
Filmon Gebremeskel's Freedom 55 Financial Experience April 2014 - Present
Job Group Retirement Benefit Consultant at Freedom 55 Financial
Industry Investment Management
Experience
Freedom 55 Financial   April 2014 - Present
Freedom 55 Financial   April 2014 - Present
RBC Wealth Management  June 2007 - April 2014
Crowne Plaza Hotels  February 2006 - February 2008
Jimmy The Greek   2002 - March 2007

Skills
Investment Banking, Financial Analysis, Banking, Customer Service, Teamwork, Accounting, Insurance, Credit, Time Management, Team Leadership, Community Development, Tax Accounting, Sales Management, Strategic Planning, Mortgage Lending, Management, Analysis, Microsoft Office

Education
Telfer School of Management, University of Ottawa   2010 — 2013
Bachelor of Commerce (B.Com.), Accounting

Algonquin College of Applied Arts and Technology   2008 — 2010
Business Administration, Accounting

Algonquin College of Applied Arts and Technology   2005 — 2007
Hotel & Restaurant Management, Business

Cyrus Zhang Cyrus Zhang Vancouver, Canada Area Details
Cyrus Zhang's Freedom 55 Financial Experience October 2012 - Present
Job Financial Security Advisor at Freedom 55 Financial
Industry Electrical/Electronic Manufacturing
Experience
Freedom 55 Financial   October 2012 - Present
Delta Controls  January 2009 - November 2011
SkyTrac Systems Ltd.   2008 - 2008
Information Technology Services, BCIT, Burnaby, BC   May 2007 - August 2007
SAE ELECTRONIC CO.,LTD   December 2003 - September 2004
Silvan Automation Engineering Co. Ltd   December 1999 - November 2003
Foshan Industrial Robot Co., Ltd   September 1995 - November 1999

Skills
Quality Assurance, Automation, Process Improvement, Documentation, Troubleshooting, Programming, C, Software Development, C++, Testing, MS Project, Electronics, Embedded Systems, Technical Writing, Visual Studio, PLC Programming, Electrical Engineering, Bilingual-Chinese, Software Documentation, Embedded Software, TCP/IP protocols, BACnet, AutoCAD, Automatic Control, Industrial Robots, Robot Programming, Audio Engineering, Technical Translation, Interpersonal Skill, Interpretation, Commissioning, Electrical Design, Electrical Controls..., Robotics, SQL, Subversion, Java

Education
British Columbia Institute of Technology   2013 — 2013
Diploma of Electrical and Computer Engineering Technology, Electrical Power and Industrial Control, 80%

British Columbia Institute of Technology   2006 — 2009
Diploma of Electrical and Computer Engineering Technology, Computer Control, 80%

Huazhong University of Science and Technology   1983 — 1986
Master's degree, Industrial Automation and Control Engineering

Beijing University of Aeronautics & Astronautics   1979 — 1983
Bachelor's degree, Automatic Control of Flying Vehicle

Ryan Shuman Ryan Shuman Toronto, Canada Area Details
Ryan Shuman's Freedom 55 Financial Experience July 2011 - January 2012
Job The best employee you will ever hire
Industry Food & Beverages
Experience
Romeo's Restaurant and Lounge   April 2012 - May 2013
Freedom 55 Financial   July 2011 - January 2012
Serious Coffee   December 2010 - July 2011
The Longest Yard Restaurant   February 2009 - August 2010
Timothy's World Coffee  September 2008 - March 2009
Camp Manitou  June 1999 - September 2008
EDO Restaurants Inc.   September 2000 - August 2003

Skills
Customer Service, Leadership, Mutual Funds, Strategic Financial..., Retirement Planning, Life Insurance, Coaching, Microsoft Office, Investments

Education
Concordia University   2003 — 2008
BCOMM, International Business

Valley Forge Military Academy & College   1996 — 1999

Marie Watkins Marie Watkins Ottawa, Canada Area Details
Marie Watkins's Freedom 55 Financial Experience 2002 - 2003
Job eCommerce Marketer
Industry Internet
Experience
BFM Inc.   October 2014 - Present
Marketing Strategics   2011 - Present
PageNet Canada   2004 - 2011
OREIO - Ottawa Real Estate Investors Organisation   2008 - 2009
Freedom 55 Financial   2002 - 2003
KPMG Quality Registrar Inc.   2001 - 2002
IHS PSL   1998 - 2001

Skills
Small Business Marketing, Local Marketing, Inbound Lead Generation, Video Marketing, Online Video Marketing, Mobile Marketing, Text Marketing, Small Business Online..., Internet Entrepreneur, Direct Marketing, Social Media Marketing, Marketing, Web Marketing, Sales, Marketing Strategy, Entrepreneurship, Networking, Coaching, Online Advertising, Online Marketing, B2B Marketing, Business Coaching, Affiliate Marketing, Google Adwords, Trade Shows, Integrated Marketing, Training, Small Business

Education
University of New Brunswick
B.A. (Hon), Languages, Translation

Collège Marie-Victorin
Certificate, Sales & Marketing Program

Algonquin College of Applied Arts and Technology
Internet Business Training

ON-CSPA
Instructor A&B, Skydiving

S-CAC
NCCP I & II, Coaching

Ryan Adamson Ryan Adamson Ottawa, Canada Area Details
Ryan Adamson's Freedom 55 Financial Experience January 2011 - Present
Job Advisor at Freedom 55 Financial
Industry Financial Services
Experience
Freedom 55 Financial   January 2011 - Present
Little Caesars  August 2007 - December 2010

Education
Carleton University   2003 — 2007
BA, Biology

Carleton University   2003 — 2007

Stephen Buss Stephen Buss Ottawa, Canada Area Details
Stephen Buss's Freedom 55 Financial Experience September 2001 - Present
Job Helping Top Talent find their next great challenge!
Industry Financial Services
Experience
Freedom 55 Financial   September 2001 - Present
Kanata Chamber of Commerce   2010 - 2011
London Life  1986 - 1999

Skills
Insurance Planning, Coaching, Financial Planning, Estate Planning, Retirement Planning, New Business Development, Investments, Disability Insurance, Education Savings, Retirement Savings, Critical Illness, Retirement Income..., Mutual Funds, Financial Services, Entrepreneurship, Management, Financial Planners, Financial Advisory, Training, Strategic Financial..., Insurance, Small Business, Wealth Management, Retirement, Business Planning, Wealth, Life Insurance, Investment Strategies, Recruiting

Education
Carleton University   1981 — 1984
BA, Criminology

Algonquin College of Applied Arts and Technology   1980 — 1981
General Arts and Science, Arts

Dan Stewart CFP, FMA Dan Stewart CFP, FMA Ottawa, Canada Area Details
Dan Stewart CFP, FMA's Freedom 55 Financial Experience May 2003 - September 2014
Job Regional Wealth Planner at United Financial, CI Private Counsel
Industry Financial Services
Experience
United Financial, CI Private Counsel   August 2015 - Present
Algonquin College  January 2000 - Present
Algonquin College  January 2001 - Present
Manulife Financial  September 2014 - June 2015
Freedom 55 Financial   May 2003 - September 2014
Freedom55Financial   May 2003 - February 2014
National Review Workshops   June 2003 - June 2012
SISIP Financial Services   June 1998 - May 2003
Scrivens Insurance and Investment Solutions   September 1993 - June 1998
Canada Trust  January 1992 - September 1993

Skills
CFP Instructor, Investments, Retirement, Risk Management, Succession Planning, Project Planning, Tax, Pensions, Personal Finance, Estate Planning, Strategic Financial..., Financial Planners, Retirement Planning, Wealth Management, Mutual Funds, Insurance, Banking, Disability Insurance, Term Life Insurance, Business Planning, Portfolio Management, Analysis, Program Management, Finance, Financial Services, Critical Illness, Financial Advisory, Management, Coaching, Wealth, Investment Strategies, Training, Personal Financial..., Investment Advisory, Small Business, Life Insurance, Fixed Annuities, Employee Benefits, Securities, Mortgage Lending, Asset Management, Relationship Management, Asset Allocation, Savings, Long-term Care, Wealth Management..., Financial Risk, Investment Management, Certified Financial..., Financial Analysis

Education
Algonquin College of Applied Arts and Technology   1991 — 1993
BAdmin, Finance

Trent University   1986 — 1990
B.A, Politics and Environmental Resource Management

Kaloyan Gueorguiev Kaloyan Gueorguiev Montreal, Canada Area Details
Kaloyan Gueorguiev's Freedom 55 Financial Experience May 2011 - May 2012
Job price technician at NAPACadel
Industry Political Organization
Experience
NAPA-Cadel   December 2014 - Present
Sirma   July 2013 - October 2014
Laurentian Bank  July 2012 - August 2013
Freedom 55 Financial   May 2011 - May 2012

Skills
Corporate Finance, Financial Analysis, Budgets, Teamwork, Risk Management, Financial Modeling, Microsoft Word, Microsoft Excel, Microsoft Office

Education
McGill University   2014 — 2016
Chain supply management, operations and logistics, Finance

Concordia University   2008 — 2011
Bachelors, Economics & minor in Political Science

Steve Lagos Steve Lagos Montreal, Canada Area Details
Steve Lagos's Freedom 55 Financial Experience April 2010 - March 2013
Job Business Consultant/Financial Security Advisor
Industry Management Consulting
Experience
Independent  March 2013 - Present
O.P.M. Consultants   October 1994 - Present
Freedom 55 Financial   April 2010 - March 2013

Skills
Retirement Planning, Financial Advisory, Mutual Funds, Wealth Management, Strategic Financial..., Retirement, Investments, Mortgage Lending, Investment Strategies, Securities, Wealth, Portfolio Management, Insurance, Financial Planning, Life Insurance

Education
Concordia University   1997 — 1999
Graduate Certificate, Management Accounting

McGill University   1982 — 1985
Graduate Diploma, Management

Concordia University   1972 — 1977
BSc, Physics/Marketing

School name:

Azadeh Nabavi Azadeh Nabavi Chicago, Illinois Details
Azadeh Nabavi's Freedom 55 Financial Experience January 2009 - 2012
Job Real Estate Agent at @Properties
Industry Real Estate
Experience
@properties  February 2014 - Present
Freedom 55 Financial   January 2009 - 2012
Infiniti Wealth Management   February 2007 - January 2009
Marketing Associate - FREEDOM 55 FINANCIAL (DIVISION OF LONDON LIFE)   2005 - 2007
ACID SAAZ Ltd.   2000 - 2003
Zam Zam Cola   1997 - 2000

Skills
Excellent interpersonal..., strong analytical..., •Excellent..., Excellent interpersonal..., Interpersonal..., Disability Insurance, Analytical Skills, Cross-functional Team..., Management, Analysis, CRM, Sales, Budgets, Product Development, Project Planning, Business Planning, Marketing, Market Research, Market Planning, Marketing Strategy, Leadership, Strategy, Marketing Management

Education
British Columbia Institute of Technology   2002 — 2006
Marketing Management, Marketing

Islamic Azad University   1997 — 2001
Chemical Engineering, Food Industries

Kendall College
Business Management

Biana Chan, CFP, CLU Biana Chan, CFP, CLU Vancouver, Canada Area Details
Biana Chan, CFP, CLU's Freedom 55 Financial Experience 2002 - Present
Job Director, Business Development at Freedom 55 Financial
Industry Financial Services
Experience
Freedom 55 Financial   2002 - Present
Hong Kong Trade Development Council  1997 - 2002
B C Trade and Investment Office   1994 - 1997

Skills
Strategic Financial..., Financial Advisory, Financial Planners, Critical Illness, Retirement Planning, Mutual Funds, Wealth Management, Disability Insurance, Investments, Estate Planning, Business Planning, Segregated Funds, Coaching, Training, Market Planning, Wealth, Retirement, Wealth Accumulation, Investment Strategies, Life Insurance, Investment Advisory, Personal Finance, Fixed Annuities, Finance, Insurance, Financial Planning, Employee Benefits

Education
Financial Planners Standards Council   2005 — 2012
CFP, Certified Financial Planner

Advocis   2002 — 2012
CLU, Chartered Life Underwriter

British Columbia Institute of Technology   2000 — 2002
BBA, Financial Management

Jeff Sirrs Jeff Sirrs Ottawa, Canada Area Details
Jeff Sirrs's Freedom 55 Financial Experience 2005 - Present
Job Financial Security Advisor at Freedom 55 Financial
Industry Financial Services
Experience
Freedom 55 Financial   2005 - Present
CanRich Corporation   2003 - 2005
Hewlett-Packard  2000 - 2003
Compaq  1998 - 2000
Digital Equipment Corporation  1985 - 2000

Skills
Investments, Risk Management, Insurance, Finance, Asset Managment, Customer Service, Strategic Financial..., Life Insurance, Retirement, Financial Analysis, Retirement Planning, Mutual Funds, Asset Management, Financial Planners, Wealth Management, Securities, Financial Planning

Education
Canadian Association of Insurance and Financial Advisors (CAIFA)   2005 — 2005

Investment Funds Institute of Canada (IFIC)   2005 — 2005

Project Management Institute   2001 — 2004
PMP, Project Management

George Washington University   1999 — 2001
Master's Certificate in Project Management, Project Management

Algonquin College of Applied Arts and Technology   1983 — 1985
Electronics Engineering Technician

Martin McCarthy FPL CLU Martin McCarthy FPL CLU Montreal, Canada Area Details
Martin McCarthy FPL CLU's Freedom 55 Financial Experience January 2003 - Present
Job Owner and Managing Partner at DANMAR Financial Group
Industry Financial Services
Experience
DANMAR Financial Group   November 2009 - Present
BNI  2006 - Present
Freedom 55 Financial   January 2003 - Present
BNI Corporate Connections 5   June 2013 - April 2014
BNI  2006 - April 2010
Future Electronics  January 2001 - January 2003

Skills
Disability Insurance, Strategic Financial..., Investments, Retirement, Insurance, Life Insurance, Estate Planning, Fixed Annuities, Critical Illness, Employee Benefits, Financial Advisory, Retirement Planning, Investment Strategies, Group Insurance, Wealth, Finance, Personal Financial..., Wealth Management, Financial Planners, Pensions, Term Life Insurance, Critical Illness..., Individual Pension Plans, Key Person Insurance, Corporate Law, Long-term Care, Asset Allocation, Wealth Accumulation, Pension Plans, Corporate Funded Life..., Salary Continuation..., Partnership Insurance, Financial Planning

Education
Chambre de la Sécurité Financière   2007 — 2011
Assureur Vie Agréé / Chartered Life Underwriter, Insurance of persons

Institut Québecois de Planification Financière   2003 — 2007
Financial Planner, Financial Planning

Concordia University   1998 — 2001
B.Comm., Marketing

Carol Adamakos Carol Adamakos Montreal, Canada Area Details
Carol Adamakos's Freedom 55 Financial Experience January 2005 - March 2008
Job Owner, ASSURE CITE
Industry Financial Services
Experience
ASSURE-CITE   April 2008 - Present
Freedom 55 Financial   January 2005 - March 2008

Skills
Mutual Funds, Life Insurance, Fixed Annuities, Investments, Strategic Financial..., New Business Development, Retirement, Retirement Planning, Customer Service, Segregated Funds, Financial Planning, Business Analysis, Strategic Planning, Insurance

Education
Authorité des Marchés Financiers   2005 — 2005
Mutual Funds Representative

Authorité des Marchés Financiers   2004 — 2005
License in the insurance of persons

Concordia University   2000 — 2003
Marketing Certificate, Marketing

McGill University   1980 — 1984
Communications

Alain Abdoo Alain Abdoo Montreal, Canada Area Details
Alain Abdoo's Freedom 55 Financial Experience September 2009 - December 2012
Job Risk and wealth management expert
Industry Insurance
Experience
Sun Life Financial  Financial Services ConsultantSun Life FinancialJune 2013 - March 2014
Freedom 55 Financial   September 2009 - December 2012
La Capitale  2006 - 2009
Industrial Alliance  January 2004 - August 2006

Skills
Segregated Funds, TFSA, Permanent Life Insurance, Universal Life, Whole Life, Licensed to Sell..., Income for Life, Key Person Insurance, Income Protection, Critical Illness, RESP, Mortgage Insurance

Education
   1995 — 2000
B.A., Political Science

Lee Barette Lee Barette Toronto, Canada Area Details
Lee Barette's Freedom 55 Financial Experience 2006 - 2009
Job CEO & President Canadafootballchat.com
Industry Sports
Experience
Canadafootballchat.com Ltd. (CFC)   December 2009 - Present
TSN - The Sports Network - Canada  February 2013 - Present
Saunders Equipment Ltd.   July 2012 - Present
BMO Nesbitt Burns  April 2009 - December 2009
Freedom 55 Financial   2006 - 2009
Ultimate Sports Nutrition   January 2001 - February 2006

Skills
Online Advertising, Business Development, Coaching, Entrepreneur, Retail, Entrepreneurship, Management, Sales Management, Leadership, Public Speaking, Customer Service, Fundraising, Event Management, Strategy, Business Planning, Social Media, Competitive Analysis, Team Building, Strategic Planning, Marketing, Time Management, Social Media Marketing

Education
Sobey School of Business at Saint Mary's University   2014 — 2016
Executive MBA, Sobey School of Business, EMBA, 2014 – 2016 (expected)

Saint Mary's University   2015 — 2015
University Teaching course

Acadia University   1996 — 1998
BA (Hons), History

Acadia University   1992 — 1996
B.P.E., Physical Education Teaching and Coaching

Southwood Secondary   1986 — 1991

David Hosten David Hosten Toronto, Canada Area Details
David Hosten's Freedom 55 Financial Experience March 2002 - November 2006
Job Broker
Industry Financial Services
Experience
Hub Financial  September 2011 - Present
CORE FINANCIAL  2011 - Present
City Of Hamilton  August 2005 - January 2012
Desjardins Financial Security  July 2007 - September 2011
RBC Insurance  February 2006 - June 2007
Freedom 55 Financial   March 2002 - November 2006
IBM Canada Ltd.  2000 - 2001

Skills
Investments, Insurance, Financial Planners, Retirement, Portfolio Management, Estate Planning, Business Continuity..., Health Insurance, Disability Insurance, Critical Illness, Segregated Funds, Mutual Funds, Estate Tax Planning, Capital Gains Tax, Retirement Planning, Strategic Financial..., Long-term Care, Savings, Securities, Term Life Insurance, Risk Management, Team Building, Financial Risk, Pensions, Wealth Management, Life Insurance, Small Business, Investment Strategies, Wealth, Employee Benefits, Investment Advisory, Succession Planning, Financial Services, Finance, Fixed Annuities, Personal Finance, Wealth Accumulation, Asset Management, Wealth Management..., Personal Financial..., Retirement Savings, Long Term Care Insurance, Relationship Management, Asset Allocation, Universal Life, Whole Life, Underwriting, Brokers, Financial Planning

Education
University of Ottawa   1993 — 1997
B.A. Hons., Mass Communication

Carleton University   1993 — 1996
Bachelor of Arts (B.A.), Mass Communication

St. Andrew's Presbyterian College   1984 — 1985
Economics

Florida Air Academy   1980 — 1984

St. Mary's College, Port-of-Spain   1977 — 1980

Westmoreland School

Geoffrey Menzies B.A, FMA Geoffrey Menzies B.A, FMA Toronto, Canada Area Details
Geoffrey Menzies B.A, FMA's Freedom 55 Financial Experience 2001 - 2003
Job Wealth Advisor at Family Wealth Concepts / Worldsource Financial Management Inc.
Industry Insurance
Experience
Family Wealth Concepts / Worldsource Financial Management Inc.   June 2015 - Present
Ten Star Financial Services   February 2014 - Present
RBC Insurance  February 2013 - January 2014
RBC Insurance  April 2011 - February 2013
TD Bank  May 2010 - September 2010
Sun Life Financial  September 2008 - January 2009
Bank of Montreal  2006 - 2008
Bank of Montreal  2003 - 2006
Freedom 55 Financial   2001 - 2003
Standard of Living   2000 - 2001

Skills
Strategic Financial..., Retirement Planning, Investments, Mutual Funds, Insurance, Securities, Life Insurance, Retirement, Wealth, Portfolio Management, Financial Planners, Underwriting, Banking, Disability Insurance, Critical Illness, Mortgage Lending, Estate Planning, Financial Advisory, Financial Planning

Education
Brock University   1985 — 1990
B.A., English / History

Durham College   2008 — 2008
LLQP, Life Insurance

Canadian Securities Institute   2003 — 2008
CSC, Investments

The Anex Village Campus   1984 — 1985
Diploma, High School/Secondary Diploma Programs

ritaban roy ritaban roy Toronto, Canada Area Details
ritaban roy's Freedom 55 Financial Experience March 2015 - June 2015
Job Financial Advisor at Freedom 55 Financial
Industry Financial Services
Experience
CLS CATERING SERVICES   August 2013 - Present
Freedom 55 Financial   March 2015 - June 2015
Ritz Carlton, Toronto   March 2013 - June 2013
Far Niente LLC   2012 - 2013
st. Georges Golf And Country Club  April 2011 - January 2012
Taj Hotels Resorts and Palaces  2004 - 2011

Skills
Banquets, Fine Dining, Hospitality Management, Hotel Management, Food & Beverage, Hotels, Hospitality Industry, Catering, Culinary Skills, Pre-opening, Hospitality, Restaurants, Menu Development, Cuisine, Micros, Food, Resorts, Cooking, Chef, Restaurant Management, Recipes, Food Safety, Revenue Analysis

Education
Institute of Hotel Management   1997 — 2000
Diploma in Hotel Management, Restaurant, Culinary, and Catering Management/Manager

Dolna Day School, Kolkata, India   1979 — 1994

Hilary Casey Hilary Casey Toronto, Canada Area Details
Hilary Casey's Freedom 55 Financial Experience November 2013 - Present
Job Discovering what is most important to you, and advising how to best protect it.
Industry Financial Services
Experience
Freedom 55 Financial   November 2013 - Present
Theriault Financial Inc   January 2011 - April 2013
Top Drawer Creative  April 2012 - August 2012
Titika Activewear   July 2012 - July 2012
Deloitte  June 2010 - August 2010
Golf Town  June 2010 - August 2010
Ministry of Natural Resources  June 2009 - August 2009

Skills
Holistic Financial..., Licensed Life & Health..., Life Insurance, Disability Insurance, Liquidity Solutions, Retirement Planning, Investment Strategies, Marketing, Social Networking, PowerPoint, Microsoft Office, Social Media, Sales, Event Management, Event Planning, Photography, Social Media Marketing, Advertising, Market Research, Customer Service, Photoshop, Public Speaking, Access, Marketing Strategy, Public Relations, Research, Direct Marketing

Education
Dalhousie University   2009 — 2013
BCOMM, Marketing Management

Crestwood Preparatory College   2005 — 2009
High School, Grade 8 - 12

Gordon A. Brown Middle School   2004 — 2005
Grade 6 - 7

Presteign Heights Elementary School   2004 — 2004
Grade 5

Roden Junior Public School   1998 — 2004
Kindergarten - Grade 5

Danielle Marchand Danielle Marchand Halifax, Canada Area Details
Danielle Marchand's Freedom 55 Financial Experience December 2012 - July 2013
Job Teacher at IWK Health Centre
Industry Education Management
Experience
IWK Health Centre  April 2014 - Present
SSRSB   August 2013 - February 2014
Freedom 55 Financial   December 2012 - July 2013
Chebucto Connections - Pathways to Education   September 2012 - November 2012
South Shore Regional School Board  November 2011 - September 2012
Halifax Regional School Board  May 2011 - February 2012
Department of Justice - Corrections   June 2011 - August 2011
King's View Academy   September 2006 - August 2007

Skills
Public Relations, Curriculum Design, Classroom, System Administration, Lesson Planning, Teaching English as a..., Teaching, Coaching, Leadership Development, Team Building, Editing, Public Speaking, Fundraising

Education
MSVU   2009 — 2011
B.Ed, Science, Social Studies

The University of Western Ontario   1994 — 1998
Bachelor of Science (B.Sc.), Biology, General

MVDHS   1990 — 1994
Ontario Academic Credit

Acadia University
Master's of Education, Inclusive Education

London

Anna Gadelia Anna Gadelia Montreal, Canada Area Details
Anna Gadelia's Freedom 55 Financial Experience 2010 - 2011
Job Quantum
Industry Staffing and Recruiting
Experience
Quantum Management Services  April 2012 - Present
Freedom 55 Financial   2010 - 2011
Melies   2009 - 2011

Skills
Recruitments, Head Hunting, Managment, Sales, Event Planning, Marketing, Puclic Relation, Human Resources, Recruiting, Team Management, Social Networking, Team Building, Leadership, Marketing Strategy, Training, Business Development, Customer Service, Management, Time Management, Negotiation, Talent Management, Employee Relations, Technical Recruiting, Hiring, Talent Acquisition, Account Management, Organizational..., Temporary Staffing, CRM, Sourcing, Teamwork, Performance Management, Finance, Strategic Planning, New Business Development, Contract Negotiation, Sales Management, Team Leadership, Interviews, Coaching, Cold Calling, Sales Manager

Education
Concordia University   2004 — 2007
Marketing Diploma

Dawson College   2000 — 2003

Steve Healy Steve Healy Halifax, Canada Area Details
Steve Healy's Freedom 55 Financial Experience July 2008 - January 2012
Job Financial Advisor, The Healy Legacy Group
Industry Financial Services
Experience
The Healy Legacy Group   January 2012 - Present
Freedom 55 Financial   July 2008 - January 2012

Skills
Retirement Planning, Disability Insurance, Estate Planning, Wealth Management, Investments, Retirement Savings, Life Insurance, Saving for Education, Wealth Accumulation, Critical Illness, Personal Financial..., Finance, Financial Services, Retirement, Strategic Financial..., Financial Planning

Education
Acadia University   2004 — 2008
BBA

Westminster School   2001 — 2004

Chris McCuaig Chris McCuaig Ottawa, Canada Area Details
Chris McCuaig's Freedom 55 Financial Experience September 2010 - Present
Job Director, Business Development
Industry Financial Services
Experience
Freedom 55 Financial   September 2010 - Present
Royal LePage Performance Realty  January 2004 - August 2010
BMO Nesbitt Burns  2001 - 2004

Skills
Coaching, Entrepreneurship, Strategic Planning, Sales, Recruiting

Education
Carleton University   1994 — 1997
BA, Political Science

Andrew Cooke Andrew Cooke Vancouver, Canada Area Details
Andrew Cooke's Freedom 55 Financial Experience March 2010 - May 2014
Job Investment Advisor at English Bay Capital
Industry Financial Services
Experience
In  May 2014 - Present
Freedom 55 Financial   March 2010 - May 2014

Skills
Estate Planning, Financial Planning, Group Benefits, Retirement Planning, Wealth Management, Insurance Planning, Buy-sell Agreements, Risk Management, Savings, Retirement Income..., Wealth Accumulation, Strategic Financial..., Financial Planners, Retirement

Education
British Columbia Institute of Technology   2007 — 2009
Marketing Management, Entrepreneurship

The University of British Columbia   2002 — 2007
Bachelor of Arts, Political Science

St. Georges

Frederic Lampron Frederic Lampron Ottawa, Canada Area Details
Frederic Lampron's Freedom 55 Financial Experience July 2010 - Present
Job Financial Security Advisor at Freedom 55 Financial
Industry Financial Services
Experience
Freedom 55 Financial   July 2010 - Present

Education
Algonquin College of Applied Arts and Technology   2007 — 2010
Diploma, Business Administration - Financial Services

Garneau Secondary High School

Andrea Verasamy Andrea Verasamy Toronto, Canada Area Details
Andrea Verasamy's Freedom 55 Financial Experience February 2006 - Present
Job Financial Security Advisor at Freedom 55 Financial
Industry Financial Services
Experience
Freedom 55 Financial   February 2006 - Present

Education
Conestoga College
Business

Conestoga College
Business

Gordon He Gordon He Toronto, Canada Area Details
Gordon He's Freedom 55 Financial Experience 2007 - Present
Job Investment | Insurance Planning | Wealth & Risk management | Retirement & Estate planning
Industry Financial Services
Experience
Quadrus Investment Services Ltd.  March 2007 - Present
Freedom 55 Financial   2007 - Present
Beauhorse Professional Translation Ltd.   May 2003 - May 2004

Skills
Financial Planning, Investment Advisory, Direct Sales, Language Skills, Investments, Estate Planning, Wealth, Personal Finance, Retirement, Mutual Funds, Investment Strategies, Wealth Management, Financial Advisory, Financial Planners, Financial Risk, Risk Management, Portfolio Management, Financial Analysis, Retirement Planning, Securities, Insurance, Asset Managment, Finance, Options, Critical Illness, Mortgage Lending, Asset Allocation, Retirement Savings, Strategic Financial...

Education
Brock University   2004 — 2006
BBA, Business Administration, Finance

Taylor Wardle Taylor Wardle Ottawa, Canada Area Details
Taylor Wardle's Freedom 55 Financial Experience April 2011 - June 2014
Job Content Curator | Brand Development | Client Solutions
Industry Marketing and Advertising
Experience
PromoMedia Group Inc.   June 2014 - Present
Freedom 55 Financial   April 2011 - June 2014
Mobi Apps Experts   January 2014 - May 2014
Freedom 55 Financial   April 2011 - October 2011
City of Ottawa  2007 - 2011

Skills
Social Media, Customer Service, Teamwork, Research, Marketing Communications, Social Media Marketing, Microsoft Excel, PowerPoint, Search Engine..., Microsoft Office

Education
Carleton University   2008 — 2013
Bachelor of Arts (B.A.), Communications with a Specialization in Image Politics & Persuasion ; Minor in Psychology

Timothy Zulkarnain Timothy Zulkarnain Montreal, Canada Area Details
Timothy Zulkarnain's Freedom 55 Financial Experience November 2012 - October 2013
Job Accounts Payable Coordinator at FLS Transportation Services, Inc.
Industry Accounting
Experience
FLS Transportation Services, Inc.   May 2014 - Present
CSSS Cavendish  June 2008 - January 2014
Freedom 55 Financial   November 2012 - October 2013
Law and Wong, CA, CPA   February 2012 - April 2012

Skills
Investments, Financial Planners, Retirement, Strategic Financial..., Retirement Planning, Portfolio Management, Mutual Funds, Estate Planning, Financial Advisory, Accounts Payable, Teamwork, Wealth Management, Securities, Investment Strategies, Insurance, Financial Planning, Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, Team Leadership, Time Management, PowerPoint, Leadership

Education
Concordia University   2008 — 2012
Bachelor of Business Administration (B.B.A.), Specialization in Accounting

Vanier College   2005 — 2008
Commerce

Nicole Boreland Nicole Boreland Toronto, Canada Area Details
Nicole Boreland's Freedom 55 Financial Experience Curriculum CoordinatorAl BateelSeptember 2012 - December 2013
Job Recruiting & Training Coordinator at Freedom 55 Financial
Industry Primary/Secondary Education
Experience
Freedom 55 Financial   Curriculum CoordinatorAl BateelSeptember 2012 - December 2013
Growing Tykes Learning Center   July 2011 - July 2012
Sylvan Learning Centers  June 2010 - August 2011
Boulton Ave. Child Care Center   November 2010 - May 2011

Skills
Early Childhood..., Lesson Planning, Social Studies, K-12, Language Arts, Behavior Management

Education
Medaille College   2009 — 2010
Masters of Science in Education, Elementary Education

Centennial College
Early Childhood Education, Early Childhood Education

York University
Bachelor of Arts, Sociology

Corey Ravenda Corey Ravenda Montreal, Canada Area Details
Corey Ravenda's Freedom 55 Financial Experience September 2012 - Present
Job Financial Advisor Specializing in Professionals and Business Owners
Industry Financial Services
Experience
Freedom 55 Financial   September 2012 - Present
Chubb Insurance Company of Canada  January 2012 - May 2012

Skills
Financial Advisory, Wealth Management, Risk Management, Retirement Planning, Estate Planning, Mutual Funds, Segregated Funds, Life Insurance, Disability Insurance, Critical Illness, Leadership, Analytical Skills, Strategic Financial..., Corporate Finance, Investment Strategies, Personal Financial..., Wealth Accumulation, Investment Management, Personal Budgeting, Young Professionals, French

Education
McGill University   2008 — 2011
Bachelor of Commerce (B.Comm), Finance Major

CEGEP - John Abbott College   2006 — 2008
Diploma of College Studies (D.E.C), Commerce

Hannah Perez Hannah Perez Kitchener, Canada Area Details
Hannah Perez's Freedom 55 Financial Experience November 2012 - Present
Job Financial Security Advisor at Freedom 55 Financial
Industry Human Resources
Experience
Freedom 55 Financial   November 2012 - Present
Rogers Communications  March 2011 - November 2012
Designers Optical   April 2007 - September 2008

Skills
Recruiting, Performance Management, Succession Planning, Human Resources, Onboarding, New Hire Orientations, Employee Engagement, HR Policies, Talent Management, Talent Acquisition, HRIS, Personnel Management, Management, Employee Training, Employee Benefits

Education
Certification, Human Resources Management at Conestoga College

Conestoga College
Diploma; OSSD Diploma, Human Resource Management

london Life

Hani Badran Hani Badran Montreal, Canada Area Details
Hani Badran's Freedom 55 Financial Experience May 2015 - Present
Job CEO at Research Equator INC
Industry Hospital & Health Care
Experience
Freedom 55 Financial   May 2015 - Present
Research Equator INC   September 2014 - Present
Trends Journal of Sciences Research   March 2014 - Present
Saint Mary Hospital, McGill University   September 2013 - Present
Health Science Inquiry Journal   August 2013 - Present
McGill University  February 2012 - January 2015
Canadian Pharmacists Association  February 2012 - January 2015
Industrial Alliance  2015 - 2015
Industrial Alliance  2015 - 2015
Trailblazer Life Choices Inc.   January 2011 - September 2011

Skills
Family Medicine, Surgery, Medical Education, Internal Medicine, Emergency Medicine, Medicine, Pediatrics, Public Health, Clinical Research, Hospitals, Board Certified, Healthcare, Obstetrics, Healthcare Management, Epidemiology, Treatment, General Surgery, Psychiatry, Patient Safety, Medical Research, Patient Education, Healthcare Information..., Information Assessment..., Data Validation, Analytical Method..., Qualitative Research, Quantitative Research, Static Analysis, Mixed Method Research, Dentistry, Quality Improvement, Nephrology, ICU, Radiology, Medical Imaging

Education
McGill University   2012 — 2014
Master's degree, Family Medicine

Collège de Bois-de-Boulogne   2012 — 2012
French Language, French Language and Literature

Medical Council of Canada   2009 — 2012
LMCC, Medicine

Red River College   2011 — 2011
CCSPTA, Communication Skills, Diploma

International Society of Bone Denistometry   2006 — 2006
CCD, Bone Denistometry, Post-Graduate

Ain Shams University   2001 — 2003
Post-Graduate, Internal Medicine

Cairo University   1992 — 1998
M.B.B.Ch, Medicine

Al Dubé Al Dubé Halifax, Canada Area Details
Al Dubé's Freedom 55 Financial Experience November 2011 - Present
Job Financial Security Advisor Freedom 55 Financial
Industry Financial Services
Experience
Freedom 55 Financial   November 2011 - Present
Quadrus Investment Services Ltd.  November 2011 - Present
The Golf Guy   January 1999 - Present
Future Shop  October 2000 - January 2012

Skills
Group Benefits, Disability Insurance, Mortgage, Wealth Management, Estate Planning, Critical Illness, Individual Health..., Individual Life, Group Retirement Plans, RESP, Retirement, Employee Benefits, Mortgage Lending, Sales Management, Retirement Planning, Customer Service, Coaching, Retail, Mutual Funds, Investments, CRM, Personal Finance, Portfolio Management, Time Management, Strategic Financial..., Insurance, Financial Advisory, Life Insurance, Finance, Wealth, Investment Strategies, Small Business, Pensions, Fixed Annuities, Investment Advisory, Asset Management, Succession Planning, Long-term Care, Risk Management, Term Life Insurance, Relationship Management, Business Planning, Credit, Health Insurance, Financial Risk, Financial Analysis, Mergers & Acquisitions, Real Estate, Banking, Tax

Education
Dalhousie University   1988 — 1992
B Comm, Finance

Canadian Securities Institute   2013 — 2014
CFP/PFP, Currently enrolled in the final phase of program

Prince Andrew   1980 — 1983

Brian Primeau Brian Primeau Kitchener, Canada Area Details
Brian Primeau's Freedom 55 Financial Experience August 1988 - June 2000
Job Guide, Trip Coordinator. at ChileTrout.com
Industry Leisure, Travel & Tourism
Experience
ChileTrout.com   November 2009 - Present
Die Supply Guys   February 2011 - September 2014
Hook Line and Sinker /The First Cast Fly Shop   August 2006 - February 2011
Freedom 55 Financial   August 1988 - June 2000
London Life Insurance  July 1985 - August 1988

Skills
Sales, Recruiting, Customer Service, Sales Management, Training, Cold Calling, Sales Operations, Team Leadership, Public Speaking, Negotiation, Customer Retention, Team Building, Strategic Planning, Direct Sales, Business Development

Education
Conestoga College   2002 — 2003
Program Certificate, Teacher / Trainer of Adults

Lambton College   2001 — 2002
Diploma, Computer Systems Technician

Bob McGaraughty Bob McGaraughty Ottawa, Canada Area Details
Bob McGaraughty's Freedom 55 Financial Experience April 2004 - Present
Job Member Board of Directors at Western Ottawa Community Resource Centre
Industry Financial Services
Experience
Western Ottawa Community Resource Centre  September 2009 - Present
Freedom 55 Financial   April 2004 - Present
Western Ottawa Community Resource Centre  April 2011 - March 2014
Freedom 55 Financial   October 2010 - September 2013
Western Ottawa Community Resource Centre  September 2009 - March 2011
Great-West Life and Annuity Insurance Company  January 1990 - March 2004

Skills
Financial Planning, Retirement Planning, Coaching, Estate Planning, Strategic Financial..., Financial Planners, Mutual Funds, Investments, Wealth Management, Insurance, Business Development, Disability Insurance, Life Insurance, Financial Advisory, Critical Illness, Retirement, Finance, Wealth, Financial Analysis, Investment Strategies

Education
McGill University   1986 — 1988
Human Resources

Concordia University   1981 — 1984
Commerce, Economics

Loyola High School   1974 — 1979

Katie Aitken (Gorman) Katie Aitken (Gorman) Toronto, Canada Area Details
Katie Aitken (Gorman)'s Freedom 55 Financial Experience September 2009 - April 2011
Job Project Manager | Driving brand advocacy and customer experience management for leading brands
Industry Market Research
Experience
InMoment - Formally Empathica   May 2013 - Present
InMoment - Formally Empathica   May 2012 - Present
InMoment - Formally Empathica   April 2011 - May 2012
Freedom 55 Financial   September 2009 - April 2011
Robertson Human Asset Management Inc.   February 2009 - September 2009
Robertson Human Asset Management Inc.   February 2008 - February 2009
Big Brothers Big Sisters of Canada  May 2007 - August 2007

Education
Brock University   2003 — 2008
Hon. BBA (Business Administration), Human Resources

M.M Robinson High School

Evangelos Caffatos Evangelos Caffatos Halifax, Canada Area Details
Evangelos Caffatos's Freedom 55 Financial Experience July 2009 - Present
Job Financial Security Advisor at Freedom 55 Financial
Industry Financial Services
Experience
Freedom 55 Financial   July 2009 - Present
Casino Nova Scotia  June 1995 - June 2008

Skills
Strategic Financial..., Critical Illness, Life Insurance, Retirement Planning, Succession Planning, Wealth, Retirement, Insurance, Employee Benefits, Financial Planners, Business Planning, Coaching, Disability Insurance, Small Business, Financial Advisory, Finance, Mutual Funds, Estate Planning, Investments, Retirement Savings, Investment Strategies, Wealth Accumulation, Pensions, Fixed Annuities, Wealth Management, Savings, Income Protection, Term Life Insurance, Mortgage Lending, Segregated Funds, Investment Advisory, Long-term Care, Personal Finance, High Net Worth..., Asset Allocation, Financial Planning

Education
Dalhousie University   1987 — 1994
B Mus, Music

Acadia University   1986 — 1987

Andre Coulombe Andre Coulombe Ottawa, Canada Area Details
Andre Coulombe's Freedom 55 Financial Experience June 2011 - February 2013
Job Coowner / Operator at East Coast Masonry
Industry Financial Services
Experience
East Coast Masonry   August 2012 - Present
Freedom 55 Financial   June 2011 - February 2013
Keystone Traditional Masonry   August 2007 - May 2011

Education
Bishop's University   1992 — 1997
B.A., Geography, Philosophy, Economics

Minna Schmidt Minna Schmidt Toronto, Canada Area Details
Minna Schmidt's Freedom 55 Financial Experience April 2010 - April 2014
Job Associate Advisor
Industry Financial Services
Experience
Independent Financial Concepts Group Ltd.   April 2014 - Present
Freedom 55 Financial   April 2010 - April 2014
Ad*Reach   September 2004 - November 2009
IT World Canada  November 1996 - August 2004
Ingram Micro Canada  January 1992 - October 1995

Skills
Mutual Funds, Strategic Financial..., Financial Advisory, Retirement, Investments, Disability Insurance, Critical Illness, Retirement Planning, Wealth, Employee Benefits, Financial Planners, Insurance, Asset Management, Wealth Management, Financial Planning, Account Management

Education
Freedom 55 Financial
LLQP, Life License Qualification Program (LLQP)

Investment Funds Institute of Canada
IFIC Certification

Concordia University
B. Comm., Business

Maryam Soleymani Maryam Soleymani Montreal, Canada Area Details
Maryam Soleymani's Freedom 55 Financial Experience February 2008 - May 2009
Job Senior Client Solutions Analyst, Commercial Banking
Industry Financial Services
Experience
Scotiabank  June 2015 - Present
Scotiabank  June 2013 - June 2015
Scotia iTRADE  January 2012 - June 2013
Scotia iTRADE  June 2011 - June 2013
Scotia McLeod Direct Investing   June 2009 - November 2011
Freedom 55 Financial   February 2008 - May 2009
Jean Coutu  September 2004 - August 2006

Skills
Mutual Funds, Investments, Portfolio Management, Trading, Stock Market, Quality Assurance, Customer Service, Reorganisation, Lotus Notes, Microsoft Office, ThomsonOne, Valuation, Finance, Financial Markets, Investment Advisory, Banking, Analysis, Securities, Corporate Finance, Derivatives, Financial Analysis, Risk Management

Education
Concordia University   2005 — 2008
Bachelor of Commerce (B.Com.), Finance, minor International Business

Kenneth Corber Kenneth Corber Montreal, Canada Area Details
Kenneth Corber's Freedom 55 Financial Experience December 2008 - December 2010
Job Financial Security (Insurance) Advisor & Investment Representative. Unique strategies for all your needs.
Industry Financial Services
Experience
Kenneth Corber Insurance and Investment Services   December 2010 - Present
BNI Advance   April 2010 - Present
Freedom 55 Financial   December 2008 - December 2010
Corber Marketing   May 2006 - December 2008
EconoPost   February 1997 - August 2006
Total Brake Industries   1991 - 1997
Procan Automotive Inc.   1980 - 1991

Skills
Life Insurance, Disability Insurance, Critical Illness, Health Insurance, Long Term Care Insurance, Travel Insurance, Employee Benefits, Insurance, Investments, Retirement Planning, Retirement Savings, Retirement, Fixed Annuities, Mortgage Lending, Mortgage, Strategic Planning, Marketing Strategy, Financial Planning, Assurance, Leadership, Finance

Education
Concordia University   1963 — 1967
Bachelor of Arts (B.A.), Economics

Monklands High School   1958 — 1962
High School Leaving certificate

James Bridgewater James Bridgewater Ottawa, Canada Area Details
James Bridgewater's Freedom 55 Financial Experience January 2011 - June 2011
Job Information Technology Officer CASN/ACESI Canadian Association of Schools of Nursing
Industry Consumer Services
Experience
CASN/ACESI - Canadian Association of Schools of Nursing   August 2013 - Present
Crohn's and Colitis Canada  April 2012 - Present
Rogers TV  March 2013 - May 2013
Freedom 55 Financial   January 2011 - June 2011
Ceridian Canada  February 2006 - April 2006
KPMG  February 2003 - May 2003

Skills
Time Management, Mutual Funds, Editing, Analysis, Investments, Microsoft Office, Microsoft Excel, •Ability to work well..., •Comfortable working..., •Proven leadership and..., •Proven self-starter,..., Social Media, •Excellent..., •Task oriented,..., •Bilingual..., •Excellent computer..., ENG camera work, Closed Captioning, Content Management, Fundraising

Education
Algonquin College   2008 — 2010
Business Administration Diploma (Finance Major), 2010

Carleton University   2001 — 2006
Bachelor of Science, Chemistry

Randy Kerman Randy Kerman Toronto, Canada Area Details
Randy Kerman's Freedom 55 Financial Experience December 2009 - January 2014
Job Specializing working with business owners
Industry Financial Services
Experience
Silvercreek Financial Services Inc.   January 2014 - Present
Freedom 55 Financial   December 2009 - January 2014
Freedom 55 Financial   June 2000 - January 2014
Eagle Ridge Financial Services Ltd.   August 2005 - December 2009
Freedom 55 Financial   June 2000 - August 2005
London Life  June 1989 - June 2000

Skills
Specializing working..., Retirement, Estate Planning, Financial Planning, Investment Strategies, Succession Planning, Tax, Strategic Financial..., Small Business, Business Development, Employee Benefits, Wealth, Financial Services, Leadership, Financial Planners, Retirement Planning, Wealth Management, Mutual Funds, Financial Advisory, Investments, Management, Life Insurance, Recruiting, Critical Illness, Training, Disability Insurance, Portfolio Management, Fixed Annuities, Finance, Investment Advisory, Insurance, Wealth Accumulation, Wealth Management..., Securities, Personal Finance, Term Life Insurance, Long-term Care, Pensions, Asset Allocation, High Net Worth..., Mortgage Lending

Education
Humber College   1982 — 1983
Small Business

Cornell University   1979 — 1980
Retail Management

Andrew Clark, PFP Andrew Clark, PFP Toronto, Canada Area Details
Andrew Clark, PFP's Freedom 55 Financial Experience January 2006 - January 2008
Job Inside Investment specialist at Scotia Asset Management
Industry Financial Services
Experience
Scotia Asset Management LP  May 2015 - Present
Scotiabank  May 2013 - May 2015
Scotiabank  January 2008 - April 2013
Freedom 55 Financial   January 2006 - January 2008

Skills
Financial Planning, Financial Advice, Financial Analysis, Investment Advisory, Financial Advisory, Strategic Financial..., Wealth Management, Finance, Insurance, Mortgage Lending, Securities

Education
Centennial College

York University

Brebeuf College

Harry Madan Harry Madan Vancouver, Canada Area Details
Harry Madan's Freedom 55 Financial Experience July 2013 - Present
Job Freedom 55 Financial, Madan Tax & Accounting and MrMikes Langley
Industry Financial Services
Experience
Freedom 55 Financial   July 2013 - Present
Madan Tax & Accounting Services.Inc   January 2006 - Present
Mr.Mikes Langley   September 2012 - Present
Mr Mikes Surrey   August 2009 - December 2013
KASM International Enterprises Ltd.   April 2009 - December 2013
RBC  July 2000 - December 2004

Skills
Strategic Planning, Restaurants, Customer Service, Marketing Strategy, Social Media, Marketing, Team Building, Hospitality, Sales, Food, Management, Event Management, Recruiting, Sales Management, Budgets, Financial Analysis, Leadership, Training

Education
British Columbia Institute of Technology   2001 — 2008
Accounting and Finance

Kwantlen University College   2000 — 2005
Bachelor's degree, Accounting

Jason Phillips CFP® CIM® Jason Phillips CFP® CIM® Ottawa, Canada Area Details
Jason Phillips CFP® CIM®'s Freedom 55 Financial Experience August 2008 - December 2009
Job Branch Manager at Scotiabank
Industry Financial Services
Experience
Scotiabank  June 2014 - Present
Scotiabank  February 2010 - Present
Scotiabank  October 2013 - June 2014
Freedom 55 Financial   August 2008 - December 2009
Quadrus Investment Services   December 2004 - December 2009
Freedom 55 Financial   December 2004 - August 2008

Skills
Financial Planning, Estate Planning, Mortgage, Retirement Planning, Wealth Management, Mortgage Lending, Strategic Financial..., Retirement, Pensions, Investments, Portfolio Management, Mutual Funds, Certified Financial..., Wealth, Residential Mortgages, High Net Worth..., Retail Banking

Education
Canadian Securities Institute / Moody's AT&CS   2012 — 2012
Chartered Investment Manager®

Financial Planning Standards Council   2006 — 2008
Certified Financial Planner®

Carleton University   2000 — 2004
B.A., Economics

Chris Mustard Chris Mustard Vancouver, Canada Area Details
Chris Mustard's Freedom 55 Financial Experience December 2010 - Present
Job Financial Security Advisor
Industry Financial Services
Experience
BNI Fast Forward   2013 - Present
Vancouver Board of Trade  2012 - Present
Freedom 55 Financial   December 2010 - Present
ProCoach, Inc   2013 - 2013
High output business networking   2011 - 2011
Wickaninnish Inn   2001 - 2007
Liberty Wine Merchants   1999 - 2000
Aerie Resort   1996 - 1999

Skills
Retirement Planning, Financial Planning, Investments, Insurance, Wealth Management, Critical Illness, Disability Insurance, Insurance Planning, Segregated Funds, Wealth, Group Benefits, Financial Planners, Employee Benefits, Strategic Financial..., Estate Planning, Mutual Funds, Small Business, Financial Advisory, Retirement, Investment Strategies, Fixed Annuities, Wealth Accumulation, Mortgage Lending, Income Protection, Life Insurance, Financial Services, Leadership

Education
IFSE   2010 — 2010
Canadian Investment Funds Course, Finance and Financial Management Services

Insurance Council of BC   2010 — 2010
Life Licence Qualifications Program, Life, Critical Illness, Disability Insurance

Camosun College   1992 — 1994
Hospitality & Tourism

ADSS   1990 — 1991

Camosun College

Zak Pernari Zak Pernari Toronto, Canada Area Details
Zak Pernari's Freedom 55 Financial Experience July 2012 - January 2013
Job Commercial Credit Analyst at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group  April 2015 - Present
BMO Harris Private Banking  September 2014 - April 2015
BMO Harris Private Banking  July 2013 - September 2014
BMO Financial Group  January 2013 - June 2013
Freedom 55 Financial   July 2012 - January 2013

Skills
Analytical Skills, Customer Service, Banking, Goal Oriented, Investment Management, Communication Skills, Financial Analysis, Asset Allocation, Portfolio Management, Investments, Financial Modeling, Microsoft Office, High level of initiative, Microsoft Excel, Sales, Finance, Customer Oriented, Mathematics, High Organizational..., Work Ethic, Report Writing Skills, Teamwork, Trend Researching, Superior Sales Skills, People Skills, Creative Ability, Initiative, Superior Computer Skills, Financial Planning, Financial Services, Accounting, Analysis, Risk Management, Financial Risk, Securities, Credit, Mutual Funds, Retirement Planning, Estate Planning, Tax

Education
CFA Institute
CFA Level 2 Candidate

Carleton University   2007 — 2011
Bachelor of Commerce, Commerce

Independent Coursework

Ahmad Halak Ahmad Halak Ottawa, Canada Area Details
Ahmad Halak's Freedom 55 Financial Experience May 2011 - September 2011
Job Policy AnalystCanadian Shipowners Association
Industry Public Policy
Experience
Canadian Shipowners Association   January 2013 - Present
Canadian Coast Guard- Fisheries and Oceans Canada   July 2012 - September 2012
Human Resources & Skills Development Canada   February 2012 - May 2012
Carleton University- Department of Economics   September 2010 - April 2012
Canadian Coast Guard- Fisheries and Oceans Canada   September 2011 - December 2011
Freedom 55 Financial   May 2011 - September 2011

Education
Carleton University   2010 — 2012
Master of Arts (M.A.), Economics Concentration in Financial Economics

Carleton University   2006 — 2010
Bachelor of Arts (B.A.), Applied Economics Concentration in Financial Economics Minor in Statistics, High Honors

Jarrett Robertson Jarrett Robertson Toronto, Canada Area Details
Jarrett Robertson's Freedom 55 Financial Experience January 2010 - Present
Job Professional, Living Benefit Solutions
Industry Financial Services
Experience
Freedom 55 Financial   January 2010 - Present
Freedom  2010 - 2013

Skills
Disability Insurance, Critical Illness, Insurance Planning, Risk Management, Wealth Transfer, Estate Planning, Wealth Accumulation, Wealth Distribution, Financial Planners, Retirement Planning, Retirement, Life Insurance, Segregated Funds, Strategic Financial..., Wealth Management, Retirement Savings, Living Benefit Solutions, Employee Benefits, Financial Planning, Financial Advisory, Insurance

Education
Brown University   2001 — 2006
BA, Education - Human Development

Brown University

Amanda Lynch Amanda Lynch Vancouver, Canada Area Details
Amanda Lynch's Freedom 55 Financial Experience January 2015 - Present
Job Financial Security Advisor Freedom 55 Financial
Industry Financial Services
Experience
Freedom 55 Financial   January 2015 - Present
The Village Tap House   June 2014 - January 2015
Cactus Club  October 2012 - June 2014
Arbonne International Canada  September 2011 - January 2013
Cactus Club  September 2006 - October 2012
Chandler Associates Architecture   July 2011 - February 2012
photographytips.com Ltd   2003 - 2007

Skills
Management, Payroll, Event Planning, Customer Service, Time Management, Research, Event Management, Microsoft Excel, Public Speaking, Marketing, Leadership, Social Media, Social Networking, Team Leadership, Project Management, Teamwork, Team Building, Marketing Communications, Social Media Marketing, Microsoft Office, Sales

Education
British Columbia Institute of Technology   2014 — 2019
Certified Financial Planner Associates Certificate, Financial Planning and Services

Capilano University   2006 — 2011
BBA, Strategic Human Resource Management

Alain Constantineau Alain Constantineau Montreal, Canada Area Details
Alain Constantineau's Freedom 55 Financial Experience October 2011 - Present
Job Directeur, Développement des affaires. Encadrement, Formation et Recrutement chez Financière Liberté 55
Industry Financial Services
Experience
Financière Liberté 55   May 2015 - Present
Freedom 55 Financial   October 2011 - Present

Skills
Mutual Funds, Retirement Planning, Retirement, Wealth Management, Investments, Disability Insurance, Mortgage Lending, Negotiation, Insurance, Portfolio Management, Business Planning, Assurance, Investissements, Assurance invalidité, Fonds mutuel, Gestion de patrimoine

Education
Concordia University   1998 — 2010
Bachelor of Business Administration (B.B.A.), Marketing

Julie Beliveau Julie Beliveau Montreal, Canada Area Details
Julie Beliveau's Freedom 55 Financial Experience November 2007 - September 2012
Job Directrice Principale, Vérification de la Conformité Régionale
Industry Financial Services
Experience
London Life  April 2015 - Present
London Life  2012 - Present
Freedom 55 Financial   November 2007 - September 2012
Great West Life  June 2006 - November 2007
Corporation Financière Ethicor   June 2004 - June 2006

Skills
Mutual Funds, Retirement, Disability Insurance, Fixed Annuities, Life Insurance, Insurance

Education
LOMA   2014 — 2015
Associate, Insurance Regulatory Compliance (AIRC)

Bishop's University   1995 — 1998
Bachelor of Arts Degree, Sociology and Foreign Languages

Champlain Regional College   1993 — 1995

Brock Wilimek Brock Wilimek Toronto, Canada Area Details
Brock Wilimek's Freedom 55 Financial Experience April 2008 - Present
Job Wealth Builder and Risk Manager
Industry Financial Services
Experience
Ontario Blue Jays   August 2011 - Present
Freedom 55 Financial   April 2008 - Present
Freedom 55 Financial   April 2008 - Present
Advocis Toronto   January 2010 - December 2010
Carnival Cruise Lines  May 2007 - February 2008
Toronto Marlies   2005 - 2005
Dundee Wealth  2002 - 2005
Ryerson University - School of Retail Management   2001 - 2005

Skills
Financial Coaching, Succession Planning, Budgets, Key Person Insurance, Mortgage Insurance, Financial Advisory, Retirement Planning, Strategic Financial..., Wealth Management, Leadership, Financial Services, Small Business, Wealth, Critical Illness, Life Insurance, Estate Planning, Employee Benefits, Disability Insurance, Financial Planners, Retirement, Mutual Funds, Investment Strategies, Risk Management, Term Life Insurance, Fixed Annuities, Insurance, Investment Advisory, Long-term Care, Investments, Pensions, Personal Finance, Personal Financial..., Asset Allocation, Finance, Financial Planning

Education
Middlesex University   2005 — 2005
International Exchange, Marketing, Project Management, Business Administration

Ryerson University   2002 — 2005
Bachelor of Commerce, Retail Management

Concordia University   2001 — 2002
Sociology

Innisdale Secondary School

Mathieu Beaudoin Mathieu Beaudoin Montreal, Canada Area Details
Mathieu Beaudoin's Freedom 55 Financial Experience July 2015 - Present
Job Finance Professional
Industry Financial Services
Experience
Freedom 55 Financial   July 2015 - Present
Industrielle Alliance  November 2014 - July 2015
Fastenal  September 2011 - May 2014

Education
Concordia University   2006 — 2010
Bachelor of Commerce (BCom)

Fastenal School of Business   2011 — 2014
(various)

School of the open road   2010 — 2011

Collège catholique Samuel-Genest
OSSD/DÉSO, Concentration scientifique

Leah Marinelli Leah Marinelli Ottawa, Canada Area Details
Leah Marinelli's Freedom 55 Financial Experience November 2011 - Present
Job Financial Security Advisor and Investment Representative at Freedom 55 Financial
Industry Financial Services
Experience
Freedom 55 Financial   November 2011 - Present

Skills
Retirement Planning, Investments, Life Insurance, Group Benefit Plans, Mortgage Insurance, Employee Benefits, Mutual Funds, Retirement, Disability Insurance, Strategic Financial..., Fixed Annuities, Securities, Financial Planners, Critical Illness, Savings, Health Insurance, RESP, Retirement Savings, RRSP, Wealth Accumulation, Estate Planning, Segregated Funds, Income Protection, TFSA, Wealth, Financial Advisory, Term Life Insurance, Wealth Management, Financial Planning

Education
Carleton University
Bachelor of Arts B.A. Hons.

Ria Manansala Ria Manansala Toronto, Canada Area Details
Ria Manansala's Freedom 55 Financial Experience June 2014 - Present
Job Financial Security Advisor & Investment Representative, Arts Instructor
Industry Financial Services
Experience
Freedom 55 Financial   June 2014 - Present
The Living Arts Centre Mississauga  January 2014 - Present
Theatre InspiraTO   January 2014 - March 2014
StageCoach Theatre Arts Canada   March 2013 - September 2013
C.o.A.T : PuSH International Performing Arts Festival   September 2012 - February 2013
C.o.A.T : FUSE   August 2012 - October 2012

Education
Ryerson University   2014 — 2014
Arts & Entertainment Administration

Capilano University   2012 — 2013
Bachelor of Performing Arts

Thompson Rivers University
English

Capilano University   2009 — 2012
Diploma in Musical Theatre

British Columbia Institute of Technology   2008 — 2008
Courses: Accounting, Communications

Jorge M. Simoes, CFP Jorge M. Simoes, CFP Toronto, Canada Area Details
Jorge M. Simoes, CFP's Freedom 55 Financial Experience June 2005 - March 2010
Job National Accounts/Senior Broker Development Specialist
Industry Financial Services
Experience
HUB Financial  July 2013 - Present
HUB Financial  January 2012 - June 2013
HUB Financial  August 2010 - January 2012
National Bank of Canada  March 2010 - July 2010
Freedom 55 Financial   June 2005 - March 2010

Skills
Problem Solving, Helping Clients, Financial Analysis, Strategic Financial..., Financial Risk, Insurance, Investments, Competitive Analysis, Retirement Planning, Employee Benefits, Pensions, Presentations, Sales, Sales Presentations, Education, Teaching, Critical Illness, Disability Insurance, Term Life Insurance, Universal Life, Whole Life, Long-term Care, Leadership, Technical Analysis, Compliant, Wealth Management, Underwriting, Financial Planners, Financial Services, Portfolio Management, Standards Compliance

Education
York University   2010 — 2010
Financial Plans

Centennial College   2008 — 2009
Financial Planning

Seneca College of Applied Arts and Technology   2001 — 2005
Civil Engineering Technology

Joel Lapierre Joel Lapierre Ottawa, Canada Area Details
Joel Lapierre's Freedom 55 Financial Experience February 2015 - Present
Job Investment Representative at Quadrus Investment Services Ltd.
Industry Financial Services
Experience
Freedom 55 Financial   February 2015 - Present
Quadrus Investment Services Ltd.  February 2015 - Present
Sport Chek  September 2009 - September 2014
Research In Motion  December 2012 - August 2013
AECL  May 2011 - September 2011
Ontario Clean Water Agency  June 2008 - August 2009
Save Those Memories   June 2007 - March 2009

Skills
Energy, Project Management, Project Planning, Team Leadership, Strategic Planning, Cross-functional Team..., Marketing Strategy, Business Planning, Business Analysis, Teamwork, Management, Time Management

Education
Carleton University   2010 — 2015
Commerce, Marketing

Algonquin College of Applied Arts and Technology   2009 — 2010
Business, Business

Bishop Smith Catholic High School   2004 — 2009

Michael Lutes Michael Lutes Ottawa, Canada Area Details
Michael Lutes's Freedom 55 Financial Experience February 2015 - Present
Job Connecting highlymotivated, trusted people to a purposeful and rewarding career!
Industry Financial Services
Experience
Freedom 55 Financial   February 2015 - Present
Freedom 55 Financial   September 2012 - Present
Government of British Columbia  May 2011 - August 2011
West Coast Waffles   March 2010 - March 2011

Skills
Strategic Financial..., Mutual Funds, Disability Insurance, Financial Analysis, Strategic Planning, Retirement Planning, Investments, Microsoft Excel, Wealth Management, Retirement, Life Insurance, Critical Illness, Financial Advisory, Segregated Funds, Risk Management, Term Life Insurance, Financial Planning, Leadership, Management

Education
Dalhousie University   2011 — 2012
Master's Degree, Economics

University of Victoria   2006 — 2010
Bachelor of Arts (B.A.), Economics and Statistics

Steven Persaud Steven Persaud Montreal, Canada Area Details
Steven Persaud's Freedom 55 Financial Experience June 2012 - Present
Job Looking for new opportunities, how can I help?
Industry Financial Services
Experience
Freedom 55 Financial   June 2012 - Present
Freedom 55 Financial   June 2008 - June 2012

Skills
Team Leadership, Problem Solving, Critical Illness, Mutual Funds, Segregated Funds, Disability Insurance, Life Insurance, Retirement Planning, Insurance, Business Development, Portfolio Management, Training, Wealth Management, Investment Strategies

Education
Concordia University   2003 — 2008
B.Comm, Finance

Joe Hashem Joe Hashem Ottawa, Canada Area Details
Joe Hashem's Freedom 55 Financial Experience April 2014 - Present
Job Passionate about Ottawa. Compassionate towards others. Combining both to create financial plans that make sense.
Industry Financial Services
Experience
Freedom 55 Financial   April 2014 - Present
Quadrus Investment Services Ltd.  April 2014 - Present
Starbucks  October 2011 - May 2013
Ottawa Marriott Hotel  November 2010 - October 2011
Ottawa Marriott Hotel  October 2009 - November 2010
Ottawa Marriott Hotel  November 2008 - October 2009
Novotel Ottawa Hotel   November 2006 - November 2008

Skills
Financial Planning, Mutual Funds, Life Insurance, Residential Mortgages, Group Benefit Plans, Investments, Critical Illness..., Disability Insurance, RRSP, Budgets, Strategic Financial..., Public Relations, Customer Service, Social Media, Cost Control, Strategic Planning, Training, Team Building, Sales, Account Management, Team Leadership, Leadership

Education
Algonquin College of Applied Arts and Technology   2003 — 2005
Hotel & Restaurant Management, Hospitality

Stacey Shufelt Stacey Shufelt Ottawa, Canada Area Details
Stacey Shufelt's Freedom 55 Financial Experience November 2013 - October 2014
Job General Sales Manager, Camco Acura
Industry Automotive
Experience
Camco Acura   October 2014 - Present
Freedom 55 Financial   November 2013 - October 2014
Otto's Subaru   September 2005 - May 2013
Canadian Airlines / Air Canada   July 1996 - December 2005

Skills
Social Media, Customer Service, Investments, Sales, Strategic Planning, Equities, Sales Operations, Business Development, Time Management, Leadership, Training, Social Networking, Marketing, Finance, Negotiation, Marketing Strategy, Management, Team Leadership, Team Building, Sales Management

Education
Bishop's University   1992 — 1995

Champlain College   1990 — 1992

Antigoni Michalopoulos Antigoni Michalopoulos Montreal, Canada Area Details
Antigoni Michalopoulos's Freedom 55 Financial Experience September 2011 - August 2012
Job Senior Tax Analyst Global Employer Services
Industry Accounting
Experience
Deloitte  October 2013 - Present
Freedom 55 Financial   September 2011 - August 2012
Concordia University  May 2010 - February 2011

Skills
Social Media, French, Investments, Research

Education
HEC Montréal   2012 — 2013
Master's degree, Tax Law/Taxation

Concordia University   2009 — 2011
Bachelor of Applied Science (B.Sc.), Actuarial Science, 3.6/4.3

Tarek Balkis Tarek Balkis Ottawa, Canada Area Details
Tarek Balkis's Freedom 55 Financial Experience April 2014 - April 2014
Job Bank Teller at Scotiabank
Industry Financial Services
Experience
Scotiabank  October 2014 - Present
Freedom 55 Financial   April 2014 - April 2014
SDI Marketing  November 2013 - November 2013
Ottawa home wrapping   September 2010 - June 2011

Skills
Customer Service, Cashiering, Microeconomics, Macroeconomics, sales, Microsoft Office, adobe photoshop, Graphic Design, Highly motivated..., Leadership, Teamwork, Financial Analysis, Sales, Photoshop, Data Analysis, CRM, Market Research, PowerPoint, Finance, Microsoft Excel, Risk Management, Economics, Team Leadership, Business Analysis, Project Planning, Strategic Planning, Project Management, Microsoft Word, Negotiation

Education
Algonquin College of Applied Arts and Technology   2014 — 2014
Post-Graduate Certificate, Financial services

Carleton University   2009 — 2013
Bachelor of Arts (B.A.), Economics

Kyle McDowell, BComm Kyle McDowell, BComm Ottawa, Canada Area Details
Kyle McDowell, BComm's Freedom 55 Financial Experience November 2013 - Present
Job Financial Security Advisor
Industry Financial Services
Experience
Freedom 55 Financial   November 2013 - Present
Perfect Cutt   April 2002 - November 2013
Navan Curling Club   September 2007 - February 2008
CUSC   May 2003 - September 2007

Skills
Training, Marketing, Leadership, Customer Service, Team Leadership, Social Networking, Sales, New Business Development, Negotiation, Social Media, Event Planning, Teamwork, Strategic Planning, Marketing Strategy, Sales Management, Microsoft Office, Microsoft Excel, Business Strategy, Retirement Planning, TFSA, RRSP, Strategic Financial..., Mutual Funds, Segregated Funds, Life Insurance, Disability Insurance, Financial Planning

Education
Nipissing University   2012 — 2013
Bachelor's degree, Business/Commerce, General, 78.9%

Algonquin College of Applied Arts and Technology   2009 — 2012
Advanced Diploma Business Administration, International Business, 3.58 GPA

Julia Hodsman Julia Hodsman Vancouver, Canada Area Details
Julia Hodsman's Freedom 55 Financial Experience September 2005 - Present
Job Operations Manager at Freedom 55 Financial
Industry Financial Services
Experience
Freedom 55 Financial   September 2005 - Present
Delany's Coffee House   June 1999 - September 2005

Skills
Critical Illness, Retirement Planning, Mutual Funds, Strategic Planning, Investments, Retirement, Wealth Management, Insurance, Life Insurance, Disability Insurance, Financial Planners, Fixed Annuities, Estate Planning, Strategic Financial..., Term Life Insurance, Financial Advisory, Customer Service

Education
Capilano University
Business Administration Diploma

Richard Ribaya Richard Ribaya Montreal, Canada Area Details
Richard Ribaya's Freedom 55 Financial Experience July 2011 - September 2012
Job Financial Security Advisor at RBC Insurance
Industry Insurance
Experience
RBC Insurance  April 2013 - Present
Campbell Cohen Law Firm Inc.   October 2012 - April 2013
Freedom 55 Financial   July 2011 - September 2012

Education
Concordia University   2006 — 2011

St. Mark's School   2004 — 2006

Tricia Koebel Tricia Koebel Kitchener, Canada Area Details
Tricia Koebel's Freedom 55 Financial Experience 2009 - Present
Job Financial Security Advisor at Freedom 55 Financial
Industry Financial Services
Experience
Freedom 55 Financial   2009 - Present

Skills
Disability Insurance, Term Life Insurance, Retirement Planning, Critical Illness

Education
University of Waterloo   2007 — 2009
Health Science

Conestoga College

Timothy Schiavi Timothy Schiavi Montreal, Canada Area Details
Timothy Schiavi's Freedom 55 Financial Experience November 2010 - October 2013
Job Financial Advisor at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial  October 2013 - Present
Freedom 55 Financial   November 2010 - October 2013

Skills
Mutual Funds, Strategic Financial..., Marketing Strategy, Investments, Business Development, Critical Illness, Disability Insurance, Finance, Financial Planning, Life Insurance, Personal Finance, Retirement, Risk Management, Securities, Wealth Accumulation

Education
Concordia University   2007 — 2011
B.Comm, Finance, General

Loyola high school

Paul Kingsbury Paul Kingsbury Miami, Florida Details
Paul Kingsbury's Freedom 55 Financial Experience September 2005 - June 2007
Job Manager, Nautical and Navigation Safety
Industry Maritime
Experience
Royal Caribbean International  November 2012 - Present
Royal Caribbean Cruises, Ltd.   August 2009 - November 2012
Freedom 55 Financial   September 2005 - June 2007
Laurentian Financial Services   June 2005 - September 2005

Skills
Business Planning, Team Leadership, Business Analysis, Team Building, Management, Personal Development, Nautical Safety, Leadership Development, Change Management, Leadership, Management Consulting, Navigation, Operations Management, Risk Management, Strategy, Training

Education
British Columbia Institute of Technology   2007 — 2011
Chief Officer, Nautical Science

Queen's University   1995 — 1999
Bachelor of Arts (B.A.), Economics

Royal Military College of Canada/Collège militaire royal du Canada   1994 — 1996
Business/Managerial Economics

Roger Richard Roger Richard Montreal, Canada Area Details
Roger Richard's Freedom 55 Financial Experience October 2002 - Present
Job A Career worth exploring
Industry Financial Services
Experience
Freedom 55 Financial   October 2002 - Present
Freedom 55 Financial   January 1990 - Present
London Life Insurance Company  January 1990 - October 2002

Skills
Mutual Funds, Life Insurance, Retirement Planning, Group Insurance, Leadership, Critical Illness, Disability Insurance, Segregated Funds, Retirement, Investments

Education
Concordia University   1977 — 1980
Bachelor's degree

Barry Payne, P. Log Barry Payne, P. Log Kitchener, Canada Area Details
Barry Payne, P. Log's Freedom 55 Financial Experience November 2008 - January 2011
Job Sales & Operations Consulting
Industry Information Technology and Services
Experience
Consulting  March 2011 - Present
Freedom 55 Financial   November 2008 - January 2011
Protiviti  March 2007 - July 2007
APICS  2003 - 2007
Saucony Canada Inc./Stride Rite Inc.   January 2004 - October 2006
Galileo Canada Distribution Systems Inc.   January 2000 - September 2002
Cargo Records Canada Inc.   August 1996 - July 1998
Cargo Records Canada Inc.   January 1996 - August 1996
Cargo Records Canada Inc.   August 1995 - December 1995
Cargo Records Canada Inc.   March 1990 - July 1995

Skills
Operations Management, Business Analysis, Supply Chain, Process Improvement, Forecasting

Education
Conestoga College   2005 — 2005
CPIM Course, Supply Chain Management

Canadian Professional Logistics Institute   2001 — 2001
P. Log., Logistics Management

Conestoga College   1999 — 1999
CPIM Course, Principles of Operations Management

Robert F(Bob) Healy Robert F(Bob) Healy Halifax, Canada Area Details
Robert F(Bob) Healy's Freedom 55 Financial Experience 1970 - 2010
Job Experienced Financial Adviser to Successful Business
Industry Insurance
Experience
Healy Financial Planning   January 1986 - Present
Healy Financial Planning   January 1982 - Present
Nautel Capital Corportation Inc   October 2011 - November 2013
Nautel Limited  2011 - 2012
London Life WEPG   1970 - 2010
Freedom 55 Financial   1970 - 2010
Advocis  January 1990 - September 2008

Skills
Succession Planning, Employee Benefits, Pensions, Retirement Planning, Wealth Management, Financial Planning, Group Benefits, Insurance Planning, Critical Illness, Disability Insurance, Retirement, Term Life Insurance, Long Term Care, Insurance, Annuities, Estate Planning, Financial Planners, Strategic Financial..., Savings, Small Business, Long-term Care, Asset Management, Life Insurance, Wealth, Financial Risk, Risk Management, Fixed Annuities, Investment Advisory, Financial Advisory, Mutual Funds

Education
CALU   1973 — 1976
CLU, ChFC, Insurance

Acadia University   1967 — 1970
B Comm, Business mgmt, finance

Concordia University   1965 — 1967
Diploma, Retailing

Jessica Healy Jessica Healy Halifax, Canada Area Details
Jessica Healy's Freedom 55 Financial Experience January 2010 - Present
Job at Freedom 55 Financial
Industry Business Supplies and Equipment
Experience
Freedom 55 Financial   January 2010 - Present
Xerox  September 2007 - January 2010

Education
Dalhousie University   2005 — 2007

Lake Forest College   2002 — 2005

Leech, Vanessa Leech, Vanessa Vancouver, Canada Area Details
Leech, Vanessa's Freedom 55 Financial Experience Personal and Business Financial PlannerFreedom 55 FinancialApril 2006 - Present
Job Financial Advisor at Freedom 55 Financial
Industry Financial Services
Experience
Freedom 55 Financial   Personal and Business Financial PlannerFreedom 55 FinancialApril 2006 - Present

Education
British Columbia Institute of Technology   2006 — 2007
Business, Financial Planning, Communications

The University of British Columbia

Denyse Braid Denyse Braid Ottawa, Canada Area Details
Denyse Braid's Freedom 55 Financial Experience September 2015 - Present
Job Director, Business Development at Freedom 55 Financial
Industry Financial Services
Experience
Freedom 55 Financial   September 2015 - Present
Freedom 55 Financial   October 2013 - September 2015
Simply Therapy Inc.   October 2005 - September 2015
Arbonne International Canada  April 2009 - December 2011

Skills
Customer Service, Wellness, Coaching, Leadership, Life Insurance, Financial Planning, Sales, Marketing, Retirement, Strategic Planning

Education
John Abbott College
Creative Arts

Bradley Zbriger, CPA, CA Bradley Zbriger, CPA, CA Montreal, Canada Area Details
Bradley Zbriger, CPA, CA's Freedom 55 Financial Experience November 2007 - Present
Job Financial Security Advisor at Freedom 55 Financial and Investment Representative at Quadrus Investment Services Ltd.
Industry Financial Services
Experience
Freedom 55 Financial   November 2007 - Present

Skills
Retirement, Securities, Financial Advisory, Employee Benefits, Finance, Estate Planning, Mutual Funds, Strategic Financial..., Disability Insurance, Investments, Retirement Planning

Education
Concordia University   2001 — 2003
C.A., Chartered Accountant

McGill University   1998 — 2001
B.Com, Honours Accounting

Florin Enciu Florin Enciu Toronto, Canada Area Details
Florin Enciu's Freedom 55 Financial Experience 2009 - Present
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Freedom 55 Financial   2009 - Present
Seagate Recovery Services   2005 - 2008

Education
Institute for Computer Studies Toronto   1998 — 1999
Diploma

   1982 — 1986
Master's Degree

   1977 — 1981
Undergraduate

Luis Enrique Acosta Luis Enrique Acosta Toronto, Canada Area Details
Luis Enrique Acosta's Freedom 55 Financial Experience September 2006 - April 2008
Job Account Executive at Procter & Gamble
Industry Consumer Goods
Experience
Procter & Gamble  July 2009 - Present
Freedom 55 Financial   September 2006 - April 2008
Procter & Gamble de Venezuela   March 1993 - April 2006

Education
University of Toronto   2008 — 2009
Certificate, Marketing

Universidad Nacional de Trujillo   1983 — 1989
Licenciado, Economics

Roger Corley-Byrne Roger Corley-Byrne Ottawa, Canada Area Details
Roger Corley-Byrne's Freedom 55 Financial Experience August 1986 - Present
Job Owner, Freedom 55 Financial
Industry Financial Services
Experience
Freedom 55 Financial   August 1986 - Present

Skills
Estate Planning

Education
Carleton University   1980 — 1985
B.A. (Econ.), Economics / Business

Phil Rayson Phil Rayson Toronto, Canada Area Details
Phil Rayson's Freedom 55 Financial Experience June 2011 - Present
Job Helping concerned families understand their finances.
Industry Financial Services
Experience
Freedom 55 Financial   June 2011 - Present
Freedom 55 Financial   March 2002 - Present

Skills
Retirement Planning, Critical Illness, Disability Insurance, Wealth Accumulation, Life Insurance, Estate Planning, Wealth Management...

Education
Advocis   2010 — 2015
Chartered Life Underwriter, Financial Planning and Estate Planning Services, In Progress

Advocis   2006 — 2009
Certified Financial Planner, Financial Planning and Services

Centennial College   1981 — 1984
Diploma in Marketing Management, Business, Management, Marketing, and Related Support Services

Robert An Robert An Vancouver, Canada Area Details
Robert An's Freedom 55 Financial Experience September 2013 - June 2014
Job Client Services Accountant at RHN CPA
Industry Accounting
Experience
RHN CPA   July 2014 - Present
Freedom 55 Financial   September 2013 - June 2014
Reid Hurst Nagy Inc., CGAs   June 2007 - August 2013
H&R Block  February 2007 - April 2007
Starbucks  December 2006 - April 2007
Starbucks  July 2006 - December 2006

Skills
CaseWare, CaseView, Profile, Simply Accounting, Quickbooks, MS Office Suite, iWork, External Audit, Canadian GAAP, US GAAP, IFRS, Individual Taxation, Corporate Tax, Caseview, QuickBooks, Tax, Accounting, Bookkeeping, Sage, Accounts Payable, Bank Reconciliation, Budgets, Microsoft Office, Financial Reporting, Internal Controls, Auditing, GAAP, Accounts Receivable, Nonprofits, Small Business, Financial Analysis, Income Tax, Financial Statements, Cash Flow, Account Reconciliation, Tax Preparation

Education
British Columbia Institute of Technology   2006 — 2009
Bachelor of Technology, Accounting

Canadian West Coast Chapter PMI   2011 — 2011
PMP Prep Course

UBC Sauder School of Business Executive Education   2010 — 2010
Leadership Series for Emerging Leaders

British Columbia Institute of Technology   2005 — 2006
Diploma of Technology, Financial Management (Advanced Taxation)

The University of British Columbia   2000 — 2005
Bachelor of Science, Chemistry & Biochemistry (Double Major)

Matt Bertrand Matt Bertrand Toronto, Canada Area Details
Matt Bertrand's Freedom 55 Financial Experience August 2004 - April 2005
Job Sales Representative at TestSource Inc.
Industry Information Technology and Services
Experience
TestSource Inc.   BookkeeperTestSource Inc.May 2005 - September 2008
Freedom 55 Financial   August 2004 - April 2005

Education
Algonquin College of Applied Arts and Technology   2002 — 2004
Business Administration

Daniel Aronovitch Daniel Aronovitch Montreal, Canada Area Details
Daniel Aronovitch's Freedom 55 Financial Experience August 2009 - August 2012
Job Life & Living Benefits Advisor at RBC Insurance
Industry Financial Services
Experience
RBC Insurance  October 2013 - Present
Insurance & Investment Broker   August 2009 - November 2013
Freedom 55 Financial   August 2009 - August 2012

Skills
Life Insurance, Disability Insurance, Critical Illness, Segregated Funds, Retirement Savings, Wealth Accumulation, Retirement Planning, RRSP, Mutual Funds, Wealth Management, Estate Planning, TFSA

Education
Algonquin College of Applied Arts and Technology

Concordia University

Asif Farooq Asif Farooq Toronto, Canada Area Details
Asif Farooq's Freedom 55 Financial Experience 2001 - 2002
Job Supervisor at Nissan Canada
Industry Automotive
Experience
Nissan Canada Finance Inc   2015 - Present
Nissan Canada  2014 - 2015
Acura Canada   2012 - 2014
Honda Canada Inc.  2008 - 2012
Honda Canada  2005 - 2008
Citibank  2003 - 2005
Freedom 55 Financial   2001 - 2002

Skills
Customer Satisfaction, Automotive, Financial Analysis, Forecasting, Negotiation, Strategic Financial..., Strategic Planning, Risk Management, Business Planning, Management, Analysis, Customer Service, Sales Operations, Process Improvement, Sales, Vehicles, Automobile, Financial Planning, Sales Management

Education
Concordia University
Bachelor

Diane Soroka Diane Soroka Montreal, Canada Area Details
Diane Soroka's Freedom 55 Financial Experience May 1999 - December 2010
Job Financial Secuirty Advisor / Advisor in Group Insurance at Soroka Financial Services
Industry Financial Services
Experience
Soroka Financial Services   January 2011 - Present
Freedom 55 Financial   May 1999 - December 2010

Skills
Disability Insurance, Retirement Savings, Critical Illness, Retirement Planning, Wealth Accumulation, Life Insurance, Financial Planners, Wealth, Term Life Insurance, Estate Planning, Retirement, Insurance, Investments, Financial Planning, Team Building, Customer Service

Education
Concordia University
B.A., Psychology

John Abbott College

QIAN YOU QIAN YOU Montreal, Canada Area Details
QIAN YOU's Freedom 55 Financial Experience April 2011 - February 2013
Job Mechanical or Industrial Engineering Professional
Industry Mechanical or Industrial Engineering
Experience
Freedom 55 Financial   April 2011 - February 2013
Wuxi Woyo Superdo Compressor Co., LTD   September 2009 - December 2010
Wuxi Woyo Superdo Compressor Co., LTD   September 2004 - January 2005

Skills
Catia V5, AutoCAD, Solidworks, ANSYS, Matlab, Microsoft Office, Drawing, Microsoft Word, Microsoft Excel, Six Sigma, Project Management, Engineering, Lean Manufacturing, Manufacturing, 3D Modeling, Finite Element Analysis, Testing, Catia, Pro Engineer, CAD, Simulink, Mechanical Engineering

Education
Concordia University   2013 — 2015
Master's degree, Mechanical Engineering-specialization in Thermo-fluids

Concordia University   2005 — 2009
Bachelor of Engineering (B.Eng.), Mechanical Engineering -specialization in Design And Manufacturing

Danya Wang CFP, RRC Danya Wang CFP, RRC Vancouver, Canada Area Details
Danya Wang CFP, RRC's Freedom 55 Financial Experience June 2005 - April 2009
Job Living Benefits Specialist
Industry Financial Services
Experience
IA Excellence Life Insurance Company   April 2013 - Present
Industrial Alliance  April 2009 - April 2013
Freedom 55 Financial   June 2005 - April 2009

Skills
Critical Illness, Retirement Planning, Insurance, Financial Planning, Disability Insurance, Life Insurance, Retirement, Fixed Annuities, Mutual Funds, Employee Benefits, Financial Planners, Term Life Insurance

Education
CIFP   2011 — 2011
Financial Planning and Services, RRC and CFP

British Columbia Institute of Technology   2006 — 2010
Marketing, Leadership

Kwantlen University College   2003 — 2006
Marketing

Heilongjiang University   1999 — 2003
Bachelor, Business Administration

Jonathan Bullock Jonathan Bullock Ottawa, Canada Area Details
Jonathan Bullock's Freedom 55 Financial Experience September 2009 - September 2012
Job Systems Integrator at Grade A
Industry Information Technology and Services
Experience
Grade A  September 2014 - Present
Grade A  June 2013 - September 2014
Freedom 55 Financial   September 2009 - September 2012

Skills
VMware, Hyper-V, Microsoft Exchange, Active Directory..., Windows Server, Linux, Windows 7, Fortinet, Sonicwall, Cisco IOS, Kaseya, Kaspersky Antivirus, Avaya, PCLaw, Office 365, Hosted Microsoft..., Managed Services, Blackberry Enterprise..., Group Policy, Remote Desktop, Microsoft SQL Server, ConnectWise, NAS, SAN, vSphere, A+ Certified, Network Administration, Active Directory, DNS, System Deployment, System Administration, Networking

Education
Algonquin College of Applied Arts and Technology
Associate's Degree, Information Technology

Bruce Heggie Bruce Heggie Toronto, Canada Area Details
Bruce Heggie's Freedom 55 Financial Experience February 1983 - Present
Job FINANCIAL ADVISOR at Freedom 55 Financial
Industry Financial Services
Experience
Freedom 55 Financial   February 1983 - Present

Skills
Finance, Investments, Financial Planning, Retirement Planning, Wealth Management, Mutual Funds, Insurance, Portfolio Management, Financial Analysis, Risk Management

Education
Algonquin College of Applied Arts and Technology   1975 — 1978
3 year Business (Marketing), Marketing and Economics

Karen Nyman Karen Nyman Toronto, Canada Area Details
Karen Nyman's Freedom 55 Financial Experience December 2010 - Present
Job at Freedom 55 Financial
Industry Insurance
Experience
Freedom 55 Financial   December 2010 - Present

Education
Calvin College   1981 — 1983
BA, Education; Mathematics; History

Jemma Mendoza Jemma Mendoza Calgary, Canada Area Details
Jemma Mendoza's Freedom 55 Financial Experience May 2011 - February 2012
Job Account Coordinator
Industry Consumer Services
Experience
Jade Stone Ltd   June 2014 - Present
Sport Chek  December 2011 - Present
Fedmet Tubulars   November 2013 - March 2014
Alpine Tubular Management & Supply   July 2013 - October 2013
Freedom 55 Financial   May 2011 - February 2012
La Senza  September 2008 - October 2009
Caltech Design Corp   September 2006 - December 2006

Skills
Data Entry, Management, Microsoft Excel, Time Management, Software Documentation, Microsoft Office, Sales, Outlook

Education
CDI College   2012 — 2013
Business Administration, Oil and Gas

Southern Alberta Institute of Technology / SAIT   2011 — 2012
Business Administration, Personal Finance

Bow Valley College   2009 — 2010
Business Administration, Oil and Gas

Mount Royal College   2007 — 2008
General Arts and Science, General Studies

Dan Sotto Dan Sotto Montreal, Canada Area Details
Dan Sotto's Freedom 55 Financial Experience March 2015 - Present
Job Financial Security Advisor
Industry Insurance
Experience
Freedom 55 Financial   March 2015 - Present
FedEx Canada  August 2002 - November 2014
Pitney Bowes  January 2000 - August 2002

Skills
Cold Calling, Freight, Account Management, Sales Management, Social Media, Logistics, Solution Selling, Shipping, Air Freight, Sales Process, Sales, Transportation, Transportation..., New Business Development, LTL, Management, Transport, Negotiation, Fret

Education
Concordia University

Dawson College

Alex V. Ramos Alex V. Ramos Toronto, Canada Area Details
Alex V. Ramos's Freedom 55 Financial Experience 1996 - Present
Job Financial Security Advisor & Investment Representative
Industry Insurance
Experience
Insuranceland Inc   2004 - Present
Freedom 55 Financial   1996 - Present
Quadrus Investments   1993 - Present
Mortgage Alliance  2006 - 2009
Prudential Insurance  1990 - 1996
Ciba-Geigy Pharmaceuticals  1973 - 1989

Skills
Investments, Retirement Planning, Financial Planning, Mortgage, Insurance, Critical Illness, Insurance Planning, Disability Insurance, Mutual Funds, Retirement, Wealth Management, Estate Planning

Education
Pontifical University of Santo Tomas   1967 — 1971
BSMT, Medical Science

Asian Institute of Management
Business Management Program, Sales & Marketing Management

Brittany Inshaw Brittany Inshaw Ottawa, Canada Area Details
Brittany Inshaw's Freedom 55 Financial Experience March 2014 - November 2014
Job General Mananger of Operations at AList Charters | actKIDvity | CargoWerks Canada Limited
Industry Transportation/Trucking/Railroad
Experience
A-List Charters actKIdvity Cargo-Werks Canada Limited   January 2015 - Present
Freedom 55 Financial   March 2014 - November 2014
L'Autobus Campeau   March 2009 - March 2014
Stock Transportation  December 2008 - February 2010

Skills
Fleet Management, Transportation..., Dispatching, Transportation, Public Transport, Defensive Driving, Transportation Planning, Retirement Planning, Investments, Life Insurance, Insurance, Customer Service, Microsoft Office, Mutual Funds, Insurance Planning, Employee Benefits, Critical Illness, Disability Insurance, Marketing, Wealth Management, Microsoft Word, Financial Advisory, Estate Planning, Retirement, Finance, Risk Management, Financial Planners, Financial Planning, Strategic Planning, Budgets, Management, Leadership, Public Speaking, Team Building

Education
Loyalist College   2006 — 2007
Early Childhood Education and Teaching

Algonquin College of Applied Arts and Technology   2005 — 2006
General Arts and Science

Insurance Institute of Canada
Insurance, General

Kara Westlake Kara Westlake Vancouver, Canada Area Details
Kara Westlake's Freedom 55 Financial Experience April 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Freedom 55 Financial   April 2014 - Present
The Old Spaghetti Factory  June 2010 - March 2014
Stroh Health Care Consulting Corporation   June 2011 - August 2012

Skills
Customer Service, PowerPoint, Social Networking, Microsoft Office, Microsoft Excel, Research, Sales, Employee Training, Event Planning, Microsoft Word, Program Management, Public Speaking

Education
Acadia University   2006 — 2011
Bachelor of Science (BS), Psychology

Lucila King Lucila King Toronto, Canada Area Details
Lucila King's Freedom 55 Financial Experience February 2007 - Present
Job Financial Security Advisor at Freedom 55 Financial
Industry Financial Services
Experience
Freedom 55 Financial   February 2007 - Present
Fidelity Investments  November 2005 - May 2006
Manulife Financial  August 1981 - November 2005

Skills
Strategic Financial..., Critical Illness, Disability Insurance, Segregated Funds, Mutual Funds, Estate Planning, Retirement Planning, Investments, Life Insurance, Investment Strategies, Wealth Management, Retirement, Financial Advisory, Finance, Insurance, Customer Service, Financial Planning

Education
Centennial College   2004 — 2005
Intermediate Microcomputer Applications Software, Information Technology

LOMA Canada   1994 — 1995
Legal & Life Insurance Industry Overview, Legal Studies, General

Ryerson University   1988 — 1992
Business Communications Certificate, Business/Corporate Communications

Centennial College   1982 — 1986
Human Resources Management, Human Resources Management/Personnel Administration, General

David Letourneau Sullivan David Letourneau Sullivan Montreal, Canada Area Details
David Letourneau Sullivan's Freedom 55 Financial Experience June 2011 - January 2013
Job Manager at Gamekeeper Verdun
Industry Higher Education
Experience
Gamekeeper Verdun   May 2013 - Present
Freedom 55 Financial   June 2011 - January 2013
UPS  November 2006 - July 2011

Education
Concordia University   2007 — 2010
B.Comm, Finance

Dawson College   2005 — 2007
DEC, Commerce

Lillian Culumovic Lillian Culumovic Ottawa, Canada Area Details
Lillian Culumovic's Freedom 55 Financial Experience 1999 - 2005
Job Owner, Lillian A.Culumovic
Industry Financial Services
Experience
Lillian A.Culumovic   2005 - Present
Freedom 55 Financial   1999 - 2005

Skills
Public Speaking, Outlook, Microsoft Excel, Research, Microsoft Office, Fundraising, Account Management, Public Relations, Coaching, Non-profits, Leadership Development, Community Development, Social Media, Data Analysis, Community Outreach, Leadership, Strategic Planning, Qualitative Research, Team Building, Customer Service, Copywriting, Budgets, Policy Analysis, Facebook, PowerPoint, Marketing, Editing, Small Business, Teamwork, Creative Writing, Microsoft Word, Event Planning

Education
Carleton University   1970 — 1974
Bachelor of Arts (B.A.), Sociology and Economics

Université des Sciences humaines de Strasbourg   1974 — 1975
Diplôme d’Études françaises, French as a Foreign Language

Danny Yau Danny Yau Montreal, Canada Area Details
Danny Yau's Freedom 55 Financial Experience July 2013 - August 2013
Job Insurance Advisor at TD
Industry Financial Services
Experience
TD  January 2015 - Present
CIBC  February 2014 - October 2014
Freedom 55 Financial   July 2013 - August 2013
Midtown Athletic Clubs  October 2012 - July 2013

Skills
Microsoft Office, Financial Analysis, Microsoft Excel, PowerPoint, Teamwork, Mac OS, Internet, Account Management, Investments, Sales, Finance, Time Management, Financial Services, Customer Service, Banking, Management, Microsoft Word, Credit, Risk Management, Portfolio Management, Retail Banking, Financial Planning

Education
Concordia University   2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General

Robin Brandon Robin Brandon Kitchener, Canada Area Details
Robin Brandon's Freedom 55 Financial Experience April 2015 - Present
Job Financial Security Advisor at Freedom 55 Financial
Industry Financial Services
Experience
Freedom 55 Financial   April 2015 - Present
FBC, Canada's Farm & Small Business Tax Specialist   November 2013 - October 2014
Patene Building Supplies Ltd   June 2012 - November 2013
True Colours Painting   1999 - June 2012

Skills
Accounting, Financial Reporting, Marketing, Negotiation, New Business Development, Financial Planning

Education
The University of Western Ontario   1991 — 1995
Bachelor of Arts (B.A.), Economics

Conestoga College
Professional Accounting Practice - CPA Designation, Accounting, 3.83

Helen Raptis Helen Raptis Toronto, Canada Area Details
Helen Raptis's Freedom 55 Financial Experience 2005 - 2009
Job Energy / Spiritual Healer / Practitioner of Neurolinguistic Programming
Industry Health, Wellness and Fitness
Experience
Positive Connections  January 2013 - Present
Freedom 55 Financial   2005 - 2009

Skills
Holistic Health, Energy Healing, spiritual healing, Public Speaking, Seminars, Healing Circles, Guidance, Motivational Speaking, Building Relationships, Meditation, Microsoft Office, Microsoft Excel, Microsoft Word, Pain Management, Coaching, Social Networking, Teaching

Education
McMaster University   2000 — 2004
Bachelor's degree, Gerontology and Health Studies

Canadian Academy of Osteopathy

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