Experience
Freedom 55 Financial   February 2015 - Present
Freedom 55 Financial   March 2013 - January 2015
EPIK  September 2010 - September 2012
Elfa Insurance Service Inc.   December 2006 - August 2010

Skills
Microsoft Office, Management, Research, Sales, Leadership, Training, Photoshop

Education
University of Toronto   2006 — 2010
Bachelor of Arts (B.A.), Economics and Music and Culture

Trinity Guildhall College
Associate Diploma (ATCL) in Speech and Drama with Distinction

George Brown College   2014 — 2015
Certificate, Marketing

LOMA   2014 — 2014
LOMA 281- Meeting Customer Needs with Insurance and Annuities

Experience
Freedom 55 Financial   April 2014 - Present
Deer Ridge Golf Club   2007 - 2014
Marriott Golf / The Rock Golf Club at Red Leaves   2002 - 2007
Deerhurst Resort  1993 - 2002
National Pines Golf Club   1991 - 1992
The Fairmont Banff Springs  1990 - 1990

Skills
PGA of Canada Class A..., 25 years expereince in..., Strong blend of..., Marketing, yeild..., Golf Instruction, Resorts, Golf, Club, Golf Courses, Sports Marketing, Golf Course Management, Tournaments, Life Insurance, Critical Illness, Disability Insurance, Investments, Retirement, Fixed Annuities, Mutual Funds, Event Management

Education
Georgian College   1991 — 1994
Tourism Management

Innisdale Secondary School
Highschool

Experience
Freedom 55 Financial   February 2015 - Present
Combined Insurance United States  June 2014 - March 2015
Tigerdirect.ca  May 2012 - May 2014

Skills
Solution Selling, Channel Partners, Resellers, Key Account Management, Sales Process, Direct Sales, Team Leadership, Partner Management, Cold Calling, B2B, Salesforce.com, Sales Presentations, Lead Generation, Account Management, Selling, Sales Operations, Strategic Partnerships, Sales

Education
York University   2008 — 2011
Bachelor of Arts ( Hon B.A.), Law and Society

Humber College   2006 — 2008
College Diploma, Criminal Justice and Corrections

Experience
Freedom 55 Financial   January 2014 - Present
Freedom 55 Financial   January 2011 - December 2013
Freedom 55 Financial   January 2011 - December 2011
Freedom55 Financial   May 2008 - January 2011

Skills
Critical Illness, Retirement Planning, Wealth, Investments, Retirement, Estate Planning, Wealth Management, Portfolio Management, Employee Benefits, Insurance, Strategic Planning, Mortgage, Coaching, Planning, Customer Relations, Problem Solving, Sales Management, Health Insurance, Annuities, Insurance Planning, Mutual Funds, Disability Insurance, Group Benefits, Financial Planners, Strategic Financial..., Financial Advisory, Investment Strategies, Fixed Annuities, Pensions, Life Insurance, Investment Advisory, Customer Service

Education
Shanghai Jiao Tong University   2004 — 2006
Bachelor of Arts (B.A.), International Finance

George Brown College   1997 — 1999
Hornors Diploma, Financial Planning and Services

Experience
Sheraton Centre Toronto Hotel  April 2015 - September 2015
Maple Leaf Sports & Entertainment  February 2012 - April 2015
Electricity Distributors Association and The MEARIE Group   January 2014 - December 2014
City of Toronto - Special Events   April 2013 - September 2013
Go Bee Industries   September 2010 - December 2011
Free For All Marketing, Inc.   February 2011 - September 2011
BC Hydro  April 2009 - September 2010
Inventa and Trojan One   July 2008 - April 2009
Freedom 55 Financial   April 2007 - May 2008

Skills
Event Management, Marketing, Event Planning, CRM, Project Management, Social Media, Leadership, Public Relations, Marketing Communications, Management, Training, Social Media Marketing, Sales, Time Management, Sponsorship, Marketing Strategy

Education
George Brown College   2013 — 2013
Sport & Event Marketing Post Graduate, Event Marketing

University of Toronto   2002 — 2007
Honours Bachelor of Arts Degree, Economics Specialist

Durham College   2007 — 2007
Insurance Sales License, Insurance

Canadian Securities Institute   2007 — 2007
Canadian Securities Course, Equity Markets

Experience
Western Silverline   May 2015 - Present
WestCan/Western Silverline   October 2014 - April 2015
Highlands Golf Club  April 2014 - October 2014
Yaremchuk Residential Construction   March 2013 - November 2013
Freedom 55 Financial   February 2012 - November 2012
Power Play Sports   July 2006 - September 2012
Pro-Tech Seal   December 2010 - February 2012

Skills
Creative Problem Solving, Creative Solutions, Leadership, Adaptability, Dedicated Professional, Business Intelligence, Microsoft Excel, Microsoft Word, Mac, Networking, Negotiation, New Business Development, Outsourcing, PowerPoint, Strategic Planning, Time Management, Customer Service, Training, Coaching, Contract Negotiation, Management, Project Planning, Sales, Budgets, Microsoft Office

Education
Grant Macewan College   2005 — 2010
Bachelor of Commerce (B.Com.), Business, Management, Marketing, and Related Support Services

Experience
Singer Kwinter   January 2011 - Present
Freedom 55 Financial   June 2013 - June 2014

Skills
Accounts Payable, Accounts Receivable, Investments, Teamwork, Mutual Funds, Group Benefit Plans, Strategic Financial..., Financial Planners, Retirement Planning, Debt Management, Finance, Segregated Funds, Retirement, Financial Services, Retirement Savings, Financial Planning, Life Insurance, Estate Planning, Financial Analysis, Microsoft Office, Wealth Management, Time Management, Insurance

Education
Humber College   2008 — 2013
Business Administration Advanced Diploma, Accounting and Business/Management

Humber College   2008 — 2013
Canadian Institute of Management Certificate, Business Administration and Management, General

Humber College   2008 — 2010
Business Studies Certificate, Business Administration, Management and Operations

Experience
Compudata London Ontario   May 2015 - Present
Express Employment Professionals – London, ON   September 2013 - May 2015
CIBC  February 2013 - July 2013
Freedom 55 Financial   June 2011 - February 2013
TD Ameritrade  January 2005 - March 2010

Skills
Strategic Financial..., Investments, Insurance, Mutual Funds, Financial Planners, Financial Analysis, Wealth Management, Securities, Retirement Planning, Finance, Portfolio Management, Financial Advisory, Risk Management, Asset Managment, Asset Allocation, Estate Planning, Investment Advisory, Credit, Equities

Education
Lakehead University   1999 — 2003
B.A., History

Lakehead University

Experience
Freedom 55 Financial   November 2013 - Present
Quadrus Investments   November 2013 - January 2014

Skills
Strategic Communications, Sales, Creative Problem Solving, Technology, Maintaining A Positive..., Team-oriented, Goal Setting, Motivated self-starter, Friendly Personality, Analytical Skills, Finance, Investments, Retirement Savings, Insurance, Wealth Accumulation, Critical Illness, Permanent Life Insurance, Segregated Funds, Wealth, Personal Financial..., Key Person Insurance, Income Protection, Retirement, Savings, Group Insurance, Financial Advisory, Disability Insurance, Mutual Funds, Debt Consolidation, Long Term Care Insurance, Universal Life, Term Life Insurance, Saving for Education, Life Insurance, Whole Life, Pensions, Retirement Plan..., RRSP

Education
Seneca College of Applied Arts and Technology   2005 — 2007
Diploma, Marketing/Marketing Management, General

Fanshawe College   2004 — 2005
Marketing

Experience
Freedom 55 Financial   February 2009 - Present
Shoppers Drug Mart  August 2006 - Present
Herzing College Toronto   July 2013 - Present
Shoppers Drug Mart, Ottawa   August 1996 - August 2006
Shoppers Drug Mart, Cornwall   August 1979 - August 1996
Shoppers Drug Mart, Toronto   August 1976 - August 1979
Shoppers Drug Mart, Niagara Falls   August 1975 - August 1976

Skills
Strategic Financial..., Investments, Estate Planning, Critical Illness, Risk Management, Retirement Planning, Employee Benefits, Personal Financial..., Insurance, Mutual Funds, Wealth Management, Wealth, Investment Strategies, Disability Insurance, Financial Advisory, Business Planning, Small Business, Retirement, Leadership, Saving for Education, RESP, Retail, Team Leadership, Long-term Care, Savings, Investment Advisory, Investment Portfolio, Segregated Funds, RRSP, Life Insurance, Term Life Insurance, Small Business..., Budgets, Coaching, Team Building, Public Speaking, Management, Finance, Financial Services, Portfolio Management, CRM, Financial Planners, TFSA, Permanent Life Insurance, Universal Life, critical illness..., Tax, Debt Management, Group Benefit Plans, employee be

Education
Queen's University   2006 — 2008
MBA, Business Management

University of Toronto   1971 — 1975
B.Sc.Pharm., Pharmacy

Experience
Custom Market   January 2015 - Present
Freedom 55 Financial   December 2013 - December 2014
BMO Financial Group  September 2007 - November 2013
Rydex Communications Ltd.   September 1996 - January 2006

Skills
C#, Financial Services, Customer Service, Client Education, Mutual Funds, RESP, RRSP, TFSA, RRIF

Education
TECSUP Institute of Technology   1987 — 1990
Bachelor in Technology, Electronics and Computer Systems

Pontificia Universidad Católica del Perú   1983 — 1986
General Studies - Science

Experience
TD  March 2014 - Present
TFB Financial   March 2011 - March 2014
Investia Financial Services Inc.  March 2011 - March 2013
Quadrus Investment Services Ltd.  October 2010 - March 2011
Freedom 55 Financial   October 2010 - March 2011

Skills
Disability Insurance, Critical Illness, Segregated Funds, Employee Benefits, Mutual Funds, Pensions, Investments, Term Life Insurance, Universal Life, RRSP, Securities, RESP, TFSA, Group Insurance, Financial Services, Sales, Finance, Wealth Management, Life Insurance

Education
George Brown College   2013 — 2013
Financial Planning Post Graduation

Huron University College   2004 — 2008
B.A., Political Science

Experience
Independent Insurance and Investment   August 2014 - Present
Freedom 55 Financial   September 2012 - October 2014
Penncorp Life Insurance Company/Primerica   November 2010 - August 2012
Regency Fitness and Health   January 2009 - January 2011

Skills
Life Insurance, Team Building, Sales, Acting, Entertainment, Fitness, Fitness Training, Sales Management, Insurance, Finance, Time Management, Small Business, Disability Insurance, Project Planning, Social Networking, Coaching, Employee Benefits, Customer Service, Investments

Education
The University of British Columbia   2001 — 2003
Bachelor of Arts, Interdisciplinary Studies

Glendale Community College   1999 — 2001
Associate Arts Degree, Pre-Law Studies

Experience
Gifted People Services   August 2012 - Present
Freedom 55 Financial   March 2013 - May 2015
Rouge Valley Health System  April 2012 - October 2012
ACCES Employment  November 2008 - January 2012
Community Matters Toronto   May 2004 - 2012
ACCES Employment  March 2008 - November 2008
Centre for Education and Training  July 2006 - March 2008
Surrey Place  2004 - 2005

Skills
Fundraising, Volunteer Management, Event Planning, Community Outreach, Public Relations, Non-profits, Project Coordination, Press Releases, Career Counseling, Time Management, Resume Writing, New Business Development, Special Events, PowerPoint, Team Leadership, Grant Writing, Multilingual, MS Project, Proposal Writing, Public Speaking, Raiser's Edge, Marketing Strategy, Social Media, Consultation, Workshop Presentation, motivational speaker, Database Management, nonprofit management, Client Services, Donor Relations, Microsoft CRM, Market Research, Advocacy, Focus Groups, Event Management, Problem Solving, Budgeting, Team Building, Media Relations, Negotiation, Staff Training, Workshop Facilitation, Marketing, Nonprofits, Conflict Resolution, Management, Newsletters, Financial Services, Program Management, Training

Education
North Park University   2011 — 2014
MBA, Business & Non-Profit

University of Toronto - Rotman School of Management   2008 — 2008
Certificate, Business Woman Edge program

Ryerson University   2003 — 2005
Certificate, Business Management I

Donghua University   1994 — 1998
Bachelor, International Business

Experience
Core Financial Planning Group   December 2010 - Present
Freedom 55 Financial   April 2008 - Present
CIBC  October 2000 - February 2008
Scotiabank  September 1998 - October 2000
Trans Canada Credit  1993 - 1997

Skills
Certified Financial..., CFA

Education
King's University College   1989 — 1993
BA, Economics, Political Science

Experience
Quadrus Investment Services Ltd.  March 2011 - Present
Freedom 55 Financial   March 2011 - Present
Freedom 55 Financial   March 2011 - Present
NYL Media   January 2010 - May 2011
CIBC  April 2010 - November 2010
CIBC  May 2010 - October 2010

Skills
Developing and nuturing...

Education
Investment Funds Institute   2009 — 2010
Investment Funds License, Mutual Funds

Mohawk College   2008 — 2010
Diploma, Financial Planning and Wealth Management

Mohawk College School of Business   2008 — 2010
College degree, Financial Services

Experience
Freedom 55 Financial   October 2014 - Present
Freedom 55 Financial   December 2009 - Present

Skills
Mutual Funds, Segregated Funds, Investments, Life Insurance, Personal Finance, Retirement Planning, Insurance, Financial Planners, Critical Illness, Retirement, Disability Insurance

Education
Mount Royal University   2006 — 2009
Financial Services Applied Degree, Finance

Experience
Connor, Clark & Lunn Financial Group   July 2015 - Present
Freedom 55 Financial   June 2014 - May 2015
Leafs and Stars Lacrosse   July 2012 - August 2013

Skills
Coaching, Microsoft Excel, Research, Leadership, Teaching, Mutual Funds, Investments, Financial Analysis, Due Diligence, Finance

Education
Hobart and William Smith Colleges, NY   2010 — 2014
Bachelors's of Arts, Economics

Culver Academy, IN   2008 — 2010
High School

Experience
Rexall  June 2014 - Present
Noraxis Capital Corporation (RSA Canada)   March 2012 - May 2014
Yellow Pages Group / Groupe Pages Jaunes – Canada   January 2008 - August 2010
Freedom 55 Financial   July 2006 - February 2008
Priszm Canadian Income Fund   January 2006 - June 2006
iTRANS Consulting Inc   September 2005 - December 2005

Skills
Marketing, Online Marketing, Social Media, Teamwork, Time Management, Training, Forecasting, Sales, Advertising, Microsoft Excel, Recruiting, Project Management, Budgets, Negotiation, Market Research, Social Media Marketing, Human Resources, Cross-functional Team..., Access, Competitive Analysis, Mobile Devices, Mobile Technology, Analytical Problem..., Strategy Planning, Promotions and..., Contract Negotiation, Implementing Product..., Project Coordination..., Team Environment..., Managing Client..., Written and verbal..., Portfolio Management, Excel, Word, Branding Experience, Website Promotion, Product Development, Product Marketing, Corporate Branding, Brand Development, Marketing Communications, Corporate Communications, Communication, Sales Analysis, Online Advertising, Online Research, Sourcing, Customer Service, Wireless, Smartphones

Education
Ryerson University   2010 — 2011
MBA, Management of Technology and Innovation

Western University   2000 — 2004
Bachelor of Administrative and Commercial Studies (BComm), Human Resource Management

Experience
Freedom 55 Financial   April 2009 - Present
Robert Savosardaro Investments   December 2005 - February 2007
CJL Automatics   January 1994 - November 2004

Skills
Critical Illness, Customer Service, Finance, Financial Advisory, Financial Planning, Financial Risk, Insurance, Investments, Life Insurance, Management, Mutual Funds, Retirement Planning, Sales, Securities, Strategic Financial..., Wealth

Education
Humber College

Experience
The Garland Company, Inc.   2013 - Present
Freedom 55 Financial   May 2011 - January 2013
CUTCO Cutlery  2007 - 2011

Skills
Disability Insurance, Critical Illness, Strategic Planning, Risk Management, Business Planning, Insurance, Investments, Retirement, Financial Planning, Estate Planning, Annuities, Employee Benefits, Team Building, Long Term Care, Health Insurance, Insurance Planning, Retirement Planning, Term Life Insurance, Whole Life, Group Benefits, Retirement Savings, Retirement Income..., Financial Planners, Mutual Funds, Financial Advisory, Strategic Financial..., Fixed Annuities

Education
Queen's University   2007 — 2011
BA, English

Experience
Axiom Financial Services Corporation   2000 - Present
Axiom Wealth Management Inc.   April 2008 - March 2015
London Life  1997 - 2000
Freedom 55 Financial   June 1986 - 1997

Skills
Estate Planning, Retirement, Wealth Management, Employee Benefits, Sales Management, Small Business, Wealth, Business Planning, Finance, Investment Advisory, Entrepreneurship, Investments, Strategic Financial..., Financial Advisory, Securities, Critical Illness, Asset Managment, Financial Planning, Asset Management

Education
McMaster University   1982 — 1986
B.Sc.

AY Jackson

Experience
Freedom 55 Financial   July 1996 - Present
Grolier  July 1985 - June 1996

Skills
Retirement Planning, Mutual Funds, Strategic Financial..., Retirement, Life Insurance, Disability Insurance, Employee Benefits, Fixed Annuities, Financial Advisory, Wealth Management, Estate Planning, Financial Planners, Term Life Insurance, Pensions, Investment Strategies, Investments, Insurance, Financial Services, Long-term Care, Wealth, Financial Planning

Education
McMaster University   1973 — 1976
M.Sc., Science

Indian Institute of Technology, Roorkee   1969 — 1971
M.Sc, Applied Mathematics

Experience
Freedom 55 Financial   May 2008 - Present

Education
Humber College   2006 — 2008
Business - Marketing

Experience
HEC Montréal  2015 - Present
SRG International   November 2014 - January 2015
SYNERGX Technologies   October 2011 - 2014
André Cyr L'Équipe   2009 - 2011
Freedom 55 Financial   2007 - 2008

Skills
Business Strategy, Marketing, Project Management, New Business Development, Product Development, Marketing Strategy, Product Marketing, International Business, Market Analysis, Strategic Planning, CRM, Marketing Communications, Start-ups, Customer Service, Corporate Branding, Sales, Leadership

Education
HEC Montréal   2015 — 2016
MBA, Master in Business Administration

McGill University   2003 — 2006
Marketing, International Business

Collège Jean-de-Brebeuf   2001 — 2003
DEC, Commerce

Experience
CIBC  June 2014 - Present
CIBC  September 2013 - June 2014
3S International   March 2013 - August 2013
Freedom 55 Financial   December 2011 - February 2013
National Credit and Commerce Bank Ltd   November 2009 - July 2011
All State Consultanats Inc   April 2007 - September 2009
Standard Chartered Bank  June 2005 - August 2006

Skills
Financial Analysis, Chartered Financial..., Financial Advisory, Financial Planners, SAP FICO, Excel models, IFRS, US GAAP reporting, Foreign Exchange, Derivatives, Project Management, Credit Risk, Credit Analysis, SME management, Insurance, Financial Risk, Strategic Planning, Investments, Strategic Financial..., Financial Services, Mutual Funds, Finance, Credit, Securities, Investment Strategies, Analysis, Accounting, Financial Modeling, Forecasting, Wealth Management, Commercial Banking, Financial Reporting, Management, Strategy, Economics, Cash Management, Corporate Finance, Banking, Risk Management, Wealth Accumulation, Investment Banking, Relationship Management, Budgets, Cash Flow, Investment Advisory, Wealth, Training, Financial Accounting, Retirement Planning, Variance Analysis

Education
CFA Institute   2012 — 2013
level 2 candidate, Finance and Financial Management Services

Golden Gate University   2006 — 2008
Masters of Business Administration, Accounting and Finance

London School of Economics and Political Science   2005 — 2006
Diploma for Graduates, Banking, Corporate, Finance, and Securities Law

North South University   2001 — 2005
Bachelor of Business Administration (BBA), Accounting and Finance

Experience
Kobo Inc.  October 2014 - Present
Kobo Inc.  August 2014 - October 2014
Kobo Inc.  February 2012 - August 2014
The Infinity Network  October 2011 - April 2012
Questrade  December 2010 - September 2011
Freedom 55 Financial   April 2009 - December 2010
Marketing Extensions   January 2006 - March 2009
Adventure Attic   September 2003 - December 2005

Skills
Online Advertising, Email Marketing, Google Analytics, Social Media Marketing, Affiliate Marketing, Affiliate Management, Affiliate Networks, Affiliate Relations, Google Affiliate Network, Blogging, Product Marketing, Online Marketing, Salesforce.com, Display Advertising, Customer Acquisition, CRM, Marketing Strategy, Social Media Measurement, Social Media, SEM, Interactive Marketing, Strategic Partnerships, Lead Generation, Media Buying, Mobile Advertising, Omniture, A/B testing, SEO, Ad Networks, Relationship Marketing, Landing Page..., Social Networking, Mobile Marketing, PPC, Public Relations, Analytics, Market Research, Google Adwords, Media Planning, Marketing Communications, Brand Development, Facebook, Digital Media, Entrepreneurship, Sales, Integrated Marketing, Web Analytics, Online Lead Generation, E-commerce, Campaign Management

Education
McMaster University   2000 — 2005
B.A., Political Science

Experience
Freedom 55 Financial   July 2015 - Present
DAVIDsTEA  November 2014 - Present
Mcmr  May 2014 - January 2015
Wilfrid Pasta Bar   February 2013 - December 2014
BMO Financial Group  June 2011 - August 2012

Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Service client, Travail d'équipe, Team Spirit, Teamwork, Microsoft Powerpoint, Customer Service, Finance d'entreprise, Access, PowerPoint, Microsoft Access, Finance, French, English, Sens de l'organisation

Education
École des sciences de la gestion (ESG UQAM)   2013 — 2015
Bachelor of Business Administration (B.B.A.), Administration et gestion des affaires, général concentration finance

Université du Québec à Montréal / UQAM   2011 — 2013
Baccalauréat, Actuariat

École des sciences de la gestion (ESG UQAM)   2010 — 2012
Baccalauréat, Business Administration and Management, General

Collège Montmorency   2007 — 2010
Préuniversitaire (DEC), Sciences humaines (profil gestion des organisations)

Experience
SEG/Pyramid Global Entertainment   January 2007 - Present
Freedom 55 Financial   November 2012 - April 2014
Mortgage Reform Canada   July 2006 - December 2009
BMO - Bank of Montreal  September 1998 - June 2006

Education
Investment Funds Institute of Canada (IFIC)
IFC - Investment Funds In Canada

Life License Qualification Program (LLQP)
LLQP - Segregated Funds, Insurance, Group Benefits

Seneca College of Applied Arts and Technology
Financial Services Underwriting, Mortgage Brokering

Ohio University
Bachelor of Science (B.Sc.), Communications/Audio Engineering

McMaster University
Master's degree, Theology/Theological Studies, (Ongoing)

Experience
JBR Construction Ltd.   May 2015 - Present
Avante Concrete   March 2013 - August 2014
Authentic Construction   April 2011 - March 2013
Van New Construction   July 2009 - August 2010
Freedom 55 Financial   January 2009 - June 2009
Fenway Construction   April 2005 - January 2009

Skills
Customer Service, Project Management, Training, Management, Leadership, Sales, Process Scheduler, New Home Building, Construction Drawings, Construction Management, Entrepreneurship, Team Building, Budgets, Team Leadership, Business Development

Education
British Columbia Institute of Technology   2015 — 2016
Bachelor of Technology (B.Tech.), Construction Management

Douglas College   2010 — 2012
Associate's degree, Business Administration and Management, General

Experience
Investors Group  May 2015 - Present
Freedom 55 Financial   May 2012 - August 2013
Fairwinds Golf Club   April 2008 - August 2008
Oceanside Minor Hockey Association   October 2003 - April 2005

Skills
Strategic Financial..., Financial Analysis, Investments, Finance, Microsoft Office, Tax-advantaged..., Business Strategy, Microsoft Excel, Event Planning, Leadership, Microsoft Word, PowerPoint, Mutual Funds, Wealth Management, Securities, Segregated Funds, Financial Modeling, RRSP, Retirement Planning, Wealth Accumulation

Education
Sauder School of Business, The University of British Columbia   2010 — 2012
Bachelor of Commerce with Honours, Finance

Langara College   2008 — 2010
Transfer Program

CFA Institute
2016 CFA Level III Candidate

Experience
Freedom 55 Financial   January 2010 - Present

Skills
Retirement Planning, Retirement Income..., Retirement, Segregated Funds, Insurance Planning, Disability Insurance, Critical Illness, Financial Planning, Estate Planning, Retirement Savings, Education Savings, Wealth Accumulation, Mutual Funds, Income Protection, Annuities, Group Benefits, Insurance Strategies, Financial Advice, Investments, Financial Advisory, Employee Benefits, Life Insurance

Education
Wilfrid Laurier University   1984 — 1990
BA, Psychology, Accounting

Loyalist College
DSW

Experience
Freedom 55 Financial   March 2011 - Present
MedStaff Consulting   2011 - Present

Skills
Retirement Savings, Critical Illness, Group Benefits, Retirement Planning, Mutual Funds, Retirement, Segregated Funds

Education
Universtiy of Western Ontario
BA

Humber College   1996 — 1998
post graduate, jounalism

Experience
Freedom 55 Financial   Mobile Mortgage SpecialitsTD Canada TrustMay 2006 - August 2010

Education
Far Eastern University   1979 — 1984
Bachelor of Science, Civil Engineering

Experience
Starboard Wealth Planners   May 2012 - Present
Stephenson Daigle Financial   2006 - June 2012
Freedom 55 Financial   June 1989 - November 2006

Education
University of Waterloo   1985 — 1987
M.A., English

Mount Allison University   1980 — 1985
BA (Honours), English

liverpool regional high school

Experience
Freedom 55 Financial   June 2015 - September 2015
The Minacs Group  March 2014 - April 2015
Cognizant Technology Solutions  November 2013 - March 2014
Lexmark  August 2012 - September 2013
WNS Global Services  November 2011 - July 2012
Aegis PeopleSupport  January 2008 - October 2011
Aegis PeopleSupport  January 2008 - October 2011
PeopleSupport  June 2003 - December 2007
De La Salle University  1999 - 2003

Skills
Vendor Management, BPO, Performance Management, Team Management, Call Centers, Outsourcing, Operations Management, Management, Leadership, Training, Customer Experience, Service Delivery, Customer Satisfaction, Call Center, Analysis, Customer Service, Stakeholder..., Project Management, Talent Management, Workforce Management, Six Sigma, Coaching, Financial Advising, International..., Business Development, Human Resources, Quality Assurance, Team Leadership, Budget Management, Business Process..., IT Relationships, Driving Profitability, Sla, Client Services, Team Building, Investments, Project Planning, Talent Development, P&L Management, Business Process, Continuous Improvement, Contact Centers, Transition Management, Leadership Development, Executive Management, COPC, Client Relationships, Analytics, Telecommunications, Offshoring

Education
De La Salle University   2007 — 2009
MBA

De La Salle University   1999 — 2003
AB-ISE (Honors)

Experience
Surfwood Equipment   July 2011 - Present
Mencius   March 2011 - Present
Radisson Hotel Vancouver Airport   April 2011 - June 2011
Freedom 55 Financial   June 2010 - March 2011
Radisson Hotel Vancouver Airport   March 2008 - April 2010

Education
The Institute of Certified Management Accountant   2009 — 2012
Accounting Designation, Strategic Accounting Management

Royal Roads University   2006 — 2008
B.A, International Hotel Management

Experience
CENTUM Mortgage Inc.   January 2010 - Present
New Brunswick Securities Commission   May 2009 - October 2009
UNB  September 2008 - October 2009
Freedom 55 Financial   April 2008 - October 2008
CERNET Corporation   September 2003 - April 2007

Education
University of New Brunswick   2008 — 2009
Master, MBA

Nanjing University   1999 — 2003
Bachelor, Finance

Experience
Liberal Party of Canada in BC   February 2015 - Present
McCallum for Mayor   July 2014 - March 2015
Motor Vehicle Sales Authority of British Columbia   July 2013 - July 2014
Motor Vehicle Sales Authority of British Columbia   July 2012 - July 2013
BC Liberal Party  February 2013 - May 2013
Liberal Party of Canada  June 2012 - September 2012
Surrey First Education   September 2011 - November 2011
Liberal Party of Canada  April 2011 - May 2011
House of Commons  January 2006 - May 2011
Freedom 55 Financial   April 1997 - March 2006

Skills
Event Planning, Research, Event Management, Public Relations, Contact Management, Microsoft Office, Strategic Communications, IT Operations, Desktop Publishing, Campaign Management, Financial Planning, Public Policy, Management, Team Building, Political Campaigns, Social Media, Project Management, Policy Analysis, Leadership, Politics, Stakeholder Engagement, Strategic Planning, Team Leadership, Political Consulting, Training, Speech Writing, Strategic Financial..., Public Affairs, Public Speaking, Corporate Communications, Non-profits, Political Communication, Crisis Communications, Fundraising, Proposal Writing, Editing, Media Relations, Internal Communications, Government, Community Development, Marketing Communications, Nonprofits

Education
The University of British Columbia   1981 — 1983
Bachelor of Arts (BA), Psychology

Kwantlen Polytechnic University   1980 — 1981
Associate of Arts (AA), Psychology

Douglas College   1979 — 1980
Associate Arts, None

Experience
Freedom 55 Financial   April 2014 - Present
Top Tomato Foods LTD   2006 - 2013
American Express  2011 - 2012
Quiznos  2005 - 2011

Skills
Customer Service, Time Management, Customer Oriented, Customer Experience, Teamwork, Motivation, Team Leadership, Ethics, Hardwork, Professional..., Committment, Leadership, Management, Employee Engagement, Team Building, Prioritisation, Operations Management, Strategic Planning, Sales, Event Planning, Social Networking, Call Centers, Social Media, Microsoft Word, PowerPoint, Outlook

Education
Seneca College of Applied Arts and Technology   2010 — 2014
Continuing Education, Languages

George Brown College   2008 — 2010
Ontario College Diploma, Hospitality, Travel and Tourism

St. Augustine Catholic High School   2002 — 2006

Experience
Milestones Grill and Bar at Lansdowne Park   March 2014 - Present
Freedom 55 Financial   May 2003 - January 2014
Ottawa Board of Education  September 1984 - June 1994

Skills
Retirement, Strategic Financial..., Wealth Accumulation, Critical Illness, Retirement Planning, Retirement Savings, Segregated Funds

Education
McGill University   1980 — 1981
B.ED

Queen's University   1974 — 1978
BA-BPHE

Experience
Sun Life Financial  June 2015 - Present
Sun Life Financial  May 2014 - Present
Freedom 55 Financial   May 2012 - May 2013
Moores Clothing For Men  September 2009 - April 2012

Skills
Business Development, Market Research, Direct Sales, Sales Management, Sales Presentations, Strategic Planning, Social Media Marketing, Business Strategy, Bilingual, Public Speaking, Financial Advisory, Investment Advisory, Finance, Strategic Financial..., Insurance, Customer Service, Analysis, Critical Illness, Retirement Planning, Mutual Funds, Life Insurance, Financial Planning

Education
Nova Scotia Community College   2009 — 2011
Diploma Business Administration, Marketing

Charles P Allen Highschool   2004 — 2007
Diploma, High School/Secondary Diplomas and Certificates, 12

Experience
Freedom 55 Financial   August 2011 - Present

Skills
Investments, Financial Planning, Mutual Funds, Insurance, Finance, Microsoft Excel, Microsoft Office, Wealth Management, Retirement Planning, Risk Management

Education
Red River College

Experience
TRG Group Benefits & Pensions   October 2006 - Present
Freedom 55 Financial   January 2005 - October 2006
The Economical Insurance Group  August 2003 - January 2005

Skills
Employee Benefits, Group Benefits, Group Retirement..., Retirement Planning, Disability Insurance, Strategic Planning, Management, Critical Illness, Pensions, Analysis, Retirement, Brokers, Insurance, Defined Benefit, Customer Service, Financial Services, Benefits Administration, Health Insurance, Risk Management, Succession Planning, Time Management, Life Insurance, Account Management, Underwriting, Healthcare, Performance Management, Health Savings Accounts, Pension Administration

Education
Monmouth College   2001 — 2003
BA, Business

Corpus Christi College   1999 — 2001
Liberal Arts

St. Thomas More Collegiate   1992 — 1997

Experience
Sun Life Financial  March 2012 - June 2015
BMO Nesbitt Burns  April 2009 - March 2012
CIBC  April 2008 - October 2008
Freedom 55 Financial   May 2005 - May 2008

Skills
Investments, Insurance, Portfolio Management, Retirement Planning, Finance, Corporate Finance, Marketing, Negotiation, Management, Mutual Funds, Business Strategy

Education
HEC Montréal   2002 — 2005
Bachelor of Science (B.S.), Marketing, Finance and Financial Planning, 2005

Experience
Sagium   October 2015 - Present
Quadrus Investment Services Ltd.  January 2001 - Present
Synergy Financial Group  October 2006 - September 2015
Freedom 55 Financial   January 2001 - October 2006

Skills
Business Planning, Succession Planning, Estate Planning, Financial Planning, Risk Management, Strategic Financial..., Small Business, Mutual Funds, Retirement Planning, Investments, Wealth Management, Insurance, Life Insurance, Critical Illness, Financial Services, Wealth, Finance, Wealth Management..., Financial Planners, Retirement, Financial Advisory, Disability Insurance, Portfolio Management, Wealth Accumulation

Education
STEP - Society of Trust and Estate Practictioners   2014 — 2015
STEP Canada Diploma Program

Advocis/CLU Institute   2010 — 2011
CLU, Chartered Life Underwriter

Advocis
CFP, Certified Financial Planner

The Invesment Funds Institute of Canada   2001 — 2001
The Canadian Investment Funds Course

Mount Royal College   1996 — 1999
Diploma, Marketing

Experience
UniPac products Canada   April 2015 - Present
Old Dutch Foods  April 2009 - April 2015
Old Dutch Foods  January 2006 - April 2009
Freedom 55 Financial   January 2002 - May 2004
Reebok CCM Hockey  December 1996 - August 1997
peoria rivermen hockey team   1989 - 1996
John Hancock Financial Services  1994 - 1995

Skills
Food, Grocery, HACCP, Key Account Development, Forecasting, Inventory Management, FMCG, Retail, Cross-functional Team..., Sales Management, Key Account Management, Customer Service, SAP, Budgets, TPM, Purchasing, Microsoft Excel, Hiring, Training, Sales Operations, Sales, Sales Process

Education
Merrimack College   1985 — 1989
Bachelor of Arts (BA), Sociology, 2.8

Dawson College   1983 — 1985
dec, General Studies, 70

st puis x comprehension high   1978 — 1982

Experience
Freedom 55 Financial   January 1994 - Present
Spruce Grove Saints JR A Hockey   August 2013 - Present
Chamber of Commerce of Stony Plain   January 2007 - Present
Parkland County  March 2015 - Present

Skills
Certified Financial..., Retirement Planning, Investments, Insurance, Disability Insurance, Health Insurance, Critical Illness, Employee Benefits, Pensions, Term Life Insurance, Executive Compensation, tax free savings..., Enhanced retirement..., Small Business, Mortgage Lending, Life Insurance, Financial Planners, Mutual Funds, Finance, TFSA, Wealth Management

Education
Northern Alberta Institute of Technology   1990 — 1992

Northern Alberta Institute of Technology / NAIT   1990 — 1992
Business management, Business/Managerial Economics

Experience
Progressive Systems & Packaging   April 2013 - Present
Navigo Financial Solutions Inc.   December 2010 - March 2013
Freedom 55 Financial   2010 - 2011

Skills
Customer Service, Estate Planning, Strategic Financial..., Small Business, Finance, Strategic Planning, Management, Entrepreneurship

Education
McMaster University   2007 — 2010
B.A., Economics

Holy Trinity   2002 — 2006

Experience
Sears Canada  November 2013 - Present
Sears Canada  December 2012 - November 2013
Loblaw Companies Limited  January 2011 - December 2012
Loblaw Companies Limited  June 2010 - January 2011
Loblaw Companies Limited  October 2008 - June 2010
Loblaw Companies Limited  October 2007 - October 2008
Freedom 55 Financial   April 2007 - October 2007
Fidelity National Finance Canada   September 2006 - December 2006
Tall Poppy Advertising & Design   October 2005 - May 2006
Beanstalk Consulting   October 2004 - August 2005

Skills
Direct Marketing, Business Development, Marketing Strategy, Analytics, Analysis, Competitive Analysis, Forecasting, Management, Market Analysis, Marketing, Online Marketing, Sales, Strategic Partnerships, Budgets, Pricing

Education
Ryerson University   2010 — 2012
MBA, Business

Royal Roads University   2004 — 2005
BA, Entrepreneurial Management

Humber College   1999 — 2002
Diploma, Business Administration

Experience
Freedom 55 Financial   Personal TrainerSports Clubs of CanadaMarch 2003 - April 2007

Education
McMaster University   1998 — 2006

Experience
Sheffar Potter Muchan Inc.   January 2015 - Present
Sheffar Potter Muchan Inc.   March 2007 - December 2014
Freedom 55 Financial   May 2004 - March 2007
FundEX   January 2000 - April 2004

Skills
Investments, Mutual Funds, Retirement Planning, Wealth, Estate Planning, Small Business, Strategic Financial..., Critical Illness, Life Insurance

Education
Fanshawe College   1999 — 2001
Financial Services, Honours, Financial Planning

Experience
MD Management Ltd.  February 2012 - Present
Freedom 55 Financial   August 2004 - February 2012

Skills
Leadership, Critical Illness, Retirement Planning, Investments, Financial Services, Strategic Planning, Strategic Financial..., Mutual Funds, Wealth Management, Retirement, Business Development, Financial Planners, Wealth, Investment Strategies, Insurance, Estate Planning

Education
CFP - Certified Financial Planner

CPH - Conduct and Practices Course

CSC - Canadian Securities Course

Mount Saint Vincent University
Bachelor of Business Administration (BBA)

Experience
Freedom 55 Financial   2009 - Present

Education
Certified Health Insurance Specialist   2013 — 2014

The Canadian Film Centre   1999 — 2000
Screenwriting

IFIC - Investment Funds Institute of Canada

LLQP - Life License Qualification Program

Queen's University
Bachelor of Arts

Experience
London Small Business Centre   January 2015 - Present
Freedom 55 Financial   2013 - Present
Youth Opportunities Unlimited  2012 - 2013
Career Managment Solutions   2004 - 2013
Global Vocational Services   2008 - 2012
London Employment help centre  2001 - 2004
Retail Sales Management   1990 - 2000

Skills
Resume Writing, Career Counseling, Job Search Strategies, Workshop Facilitation, Career Development, Career Management, Coaching, Case Managment, Social Media, Public Speaking, Career Assessment, Job Search, Microsoft Office, Job Coaching, Cover Letters, Interview Preparation, Workshop Development, Mock Interviews, Case Management

Education
Certified Coaches Federation   2009 — 2009
Certified Coach Practitioner, Life Coaching and Development

Georgian College   1999 — 2001
Teaching and Training Adults, Adult and Continuing Education and Teaching

Experience
TD Waterhouse  March 2008 - Present
RBC  May 2006 - March 2008
Freedom 55 Financial   January 2004 - May 2006

Skills
Wealth Management, Retirement Planning, Mutual Funds, Mortgage Lending, Investment Advisory, Wealth, Investments, Strategic Financial..., Investment Strategies, Portfolio Management, Loans, Banking, Debt Consolidation, Credit, Residential Mortgages, Asset Allocation, Financial Advisory, Canadian Securities..., Wealth Management..., Retail Banking

Education
Mount Royal College   2000 — 2006
Bachelor of Applied Financial Services, Finance and Financial Management Services

Experience
ACAMS - Association of Certified Anti-Money Laundering Specialists   February 2015 - Present
Canon Canada  April 2012 - January 2015
Freedom 55 Financial   January 2010 - April 2012
The Summit Golf Club   March 2005 - November 2009

Skills
B2B, Cold Calling, Solution Selling, Sales Process, Sales, Customer Service, Retirement Planning, Strategic Financial..., New Business Development, Account Management, Coaching, Leadership

Education
,

Humber College
Business Progessional Golf Management

Experience
Home Daycare  February 2008 - Present
Freedom 55 Financial   April 2007 - February 2008
Canon Business Solutions  2004 - 2007
CN  October 1997 - October 2004

Skills
Home Staging, Interior Design, Creative Direction, Business Strategy, New Business Development, Marketing, Marketing Strategy, Sales, Direct Sales, Transportation..., Business Development, Social Media, Customer Satisfaction, Residential Homes, Selling, Negotiation, Real Estate, Budgets, Management, Customer Service, Sales Operations

Education
University of Manitoba   1994 — 1997
Bachelor of Commerce (BCom), Marketing/Small Business

Dalhousie University   1992 — 1994
Statistics and Psychology

Experience
Brainchild Partners Canada Inc.   April 2014 - Present
Freedom 55 Financial   October 2006 - July 2014
Daewoo Securities  November 2003 - February 2006

Skills
Finance, Investments, Mutual Funds, Retirement, Wealth Management, Retirement Planning, Strategy

Education
Korea University   2001 — 2003
Master, International Business

Queen's University   1998 — 2001
BA, Economics

Experience
London Life  September 2011 - Present
Fanshawe College  2005 - Present
Freedom 55 Financial   October 1998 - August 2011
London Life Insurance Company  October 1996 - August 1998
London Life Insurance  February 1992 - January 1996
London Life Insurance Company  May 1973 - January 1992

Skills
Team Leadership, Customer Service, Coaching, Change Management, Sales Management, Employee Training, Training, Staff Development, Leadership, Team Building, Insurance, Sales, Budgets, Management, Recruiting, Leadership Development, Adult Education, Succession Planning, Business Planning, Public Speaking, Teaching, Performance Management, Workshop Facilitation, Marketing, Time Management, Employee Relations, Strategic Planning, Organizational...

Education
Fanshawe College

Experience
Freedom 55 Financial   July 2015 - Present
SUNAFIL   December 2013 - January 2015
St. Joseph Immigration Centre   October 2012 - June 2014
McMaster University  August 2011 - March 2012
RDC  2011 - 2012
Ministry of Education  January 2004 - July 2009
Ministry of Education  January 2004 - March 2009
hired by United Nations Development Program   May 1996 - June 2007
Telecommunications Regulatory Authority   October 2000 - August 2003
Ministry of Finance  January 2000 - October 2000

Skills
Statistics, Research, Policy Analysis, Public Policy Research, Research on Education, Data Analysis, Economics, Econometrics, Public Policy, Policy, Project Management, Government, Program Management, Analysis, Management, Spanish, Policy Research, Qualitative Research

Education
McMaster University   2010 — 2012
Master of Science (M.Sc.), Statistics, Thesis to be published

Nanyang Technological University   1998 — 1999
Master, Business Administration

International Institute of Social Studies, Erasmus Rotterdam University, The   1990 — 1991
Master of Arts, Development Studies; Public Policy and Administration

Universidad del Pacifico   1980 — 1984
Bachelor; Bachelor's degree, Economics; Economics

Universidad del Pacífico (PE)   1980 — 1984
Bachelor, Economics

Experience
Freedom 55 Financial   December 2000 - Present
The Guarantee Company of North America  July 2000 - January 2001

Skills
Investments

Education
Fanshawe College   1998 — 2000
Business Insurance

Experience
Bilingual Source  September 2002 - Present
Freedom 55 Financial   October 1999 - August 2002
Wells Fargo  April 1996 - October 1999

Skills
Public Speaking, Salary Negotiation, Change Management, Sales Management, Coaching, Recruiting, Account Management, Sales, Philanthropy, Benefits Negotiation, Human Resources, Technical Recruiting, Performance Management, Management, Time Management, Interview Preparation, Temporary Placement, Contract Negotiation, New Business Development, Employee Engagement, Teamwork, Recruitment Advertising, Contract Recruitment, CRM, Talent Management, Team Leadership, Talent Acquisition, Screening Resumes, Executive Search, Applicant Tracking..., Negotiation, Sourcing, Customer Retention, Permanent Placement, Internet Recruiting, Resume Writing, Staffing Services, Job Coaching, New Hire Orientations, Screening, Reference Checking, Employer Branding, Succession Planning, Business Development, Employee Relations, Onboarding, Training, Interviews, Leadership, Employee Benefits

Education
Laurentian University/Université Laurentienne   1993 — 1996
BA, Psychology

Lo Ellen Park S.S.   1987 — 1993

Experience
Freedom 55 Financial   June 2005 - January 2010
Great-West Life  September 1990 - January 2004

Education
Red River College   2011 — 2013
Business Administration

Experience
St. Petersburg College  January 2012 - Present
Freedom 55 Financial   March 2010 - January 2011
Tutor Doctor  November 2008 - July 2009

Education
Harvard University
Certificate, International Law and Legal Studies

Queen's University
BA, Economics

Experience
Freedom 55 Financial   July 2012 - Present

Skills
Teaching, Research, PowerPoint, Microsoft Office, Public Speaking, Editing, Outlook, Customer Service, Microsoft Word, Non-profits, Fundraising, Microsoft Excel, Nonprofits, Time Management, Event Planning

Education
Queen's University   2007 — 2011
BAH, Linguistics

Experience
Pearson Embanet  October 2010 - Present
Freedom 55 Financial   December 2009 - March 2011

Education
Norwich University   2012 — 2013
Master's Degree, Public Administration

University of Toronto   2004 — 2009
Bachelor's Degree, Sociology

University of Toronto   2004 — 2009
Bachelor's Degree, Criminology