Freedom 55 Financial
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Freedom 55 Financial Employees
Employee
Years
Job
Industry
Xiao (Katie) Liu Provisional Licensee, E.I.T. Xiao (Katie) Liu Provisional Licensee, E.I.T.'s Freedom 55 Financial Experience January 2013 - September 2013
Job Seeking Filed Service Engineer or Catalyst Sales/Application Engineer position.
Industry Oil & Energy
Experience
University of Alberta January 2015 - Present
Freedom 55 Financial January 2013 - September 2013
China National Petroleum Corporation July 2006 - July 2012
Skills
Hydrocracking, Project Planning, Lubrication, Heavy Oil, Independent Financial..., Industrial Catalysis, Development of..., Leadership, Training, Fielding Project..., Petroleum Processing, Fluid Catalytic Cracking, DCS, Distillation Unit, Customer Satisfaction, Technical Support, Engineering Design, Process Improvement, Cross-Team Collaboration, AutoCAD, MS Word, MS Excel, MS Power Point, Commissioning, Energy, Engineering, Petroleum, Process Engineering, Project Management, Research, Petrochemical, Microsoft Office, Microsoft Excel, Microsoft Word
Education
University of Alberta 2013 — 2014
Master's Degree, Chemical Engineering, 3.2/4.0
University of Petroleum (East China) 2004 — 2006
Master's Degree, Industrial Catalysis, 3.4/4.0
University of Petroleum (East China) 2000 — 2004
Bachelor's Degree, Chemical Engineering and Technology, 3.8/4.0
University of Alberta January 2015 - Present
Freedom 55 Financial January 2013 - September 2013
China National Petroleum Corporation July 2006 - July 2012
Skills
Hydrocracking, Project Planning, Lubrication, Heavy Oil, Independent Financial..., Industrial Catalysis, Development of..., Leadership, Training, Fielding Project..., Petroleum Processing, Fluid Catalytic Cracking, DCS, Distillation Unit, Customer Satisfaction, Technical Support, Engineering Design, Process Improvement, Cross-Team Collaboration, AutoCAD, MS Word, MS Excel, MS Power Point, Commissioning, Energy, Engineering, Petroleum, Process Engineering, Project Management, Research, Petrochemical, Microsoft Office, Microsoft Excel, Microsoft Word
Education
University of Alberta 2013 — 2014
Master's Degree, Chemical Engineering, 3.2/4.0
University of Petroleum (East China) 2004 — 2006
Master's Degree, Industrial Catalysis, 3.4/4.0
University of Petroleum (East China) 2000 — 2004
Bachelor's Degree, Chemical Engineering and Technology, 3.8/4.0
Amity Doyle Amity Doyle's Freedom 55 Financial Experience December 2012 - Present
Job I am HIRING!! Looking for someone with passion and determination! Learn more about why my team delivers top results!
Industry Financial Services
Experience
Freedom 55 Financial December 2012 - Present
Freedom 55 Financial 2008 - Present
Freedom 55 Financial June 2011 - December 2012
BNI Destiny 2010 - 2012
Accounting January 1997 - November 2008
Skills
Retirement Planning, Insurance, Critical Illness, Disability Insurance, Strategic Financial..., Financial Planners, Retirement, Training, Communication Training, Financial Advisory, Wealth Management, Mutual Funds, Life Insurance, Financial Services, Employee Benefits, Leadership Development, Recruiting, Public Speaking, Seminars, Networking, Sales Rep Training, Leadership, Entrepreneurship, Team Building, Management, Portfolio Management, Investments, Risk Management, Sales, Asset Management, Wealth, Small Business, Securities, Fixed Annuities, Mortgage Lending, Estate Planning, Savings, Coaching, Personal Finance, Term Life Insurance, Finance, Long-term Care, Investment Strategies, High Net Worth..., Investment Advisory, Wealth Accumulation, Segregated Funds, Time Management, Pensions, Financial Planning
Education
Thompson Rivers University
B.Comm, Accounting
notre dame
High School
Freedom 55 Financial December 2012 - Present
Freedom 55 Financial 2008 - Present
Freedom 55 Financial June 2011 - December 2012
BNI Destiny 2010 - 2012
Accounting January 1997 - November 2008
Skills
Retirement Planning, Insurance, Critical Illness, Disability Insurance, Strategic Financial..., Financial Planners, Retirement, Training, Communication Training, Financial Advisory, Wealth Management, Mutual Funds, Life Insurance, Financial Services, Employee Benefits, Leadership Development, Recruiting, Public Speaking, Seminars, Networking, Sales Rep Training, Leadership, Entrepreneurship, Team Building, Management, Portfolio Management, Investments, Risk Management, Sales, Asset Management, Wealth, Small Business, Securities, Fixed Annuities, Mortgage Lending, Estate Planning, Savings, Coaching, Personal Finance, Term Life Insurance, Finance, Long-term Care, Investment Strategies, High Net Worth..., Investment Advisory, Wealth Accumulation, Segregated Funds, Time Management, Pensions, Financial Planning
Education
Thompson Rivers University
B.Comm, Accounting
notre dame
High School
Dan MacMaster Dan MacMaster's Freedom 55 Financial Experience October 2012 - Present
Job Financial Advisor & Investment Representative at Freedom 55 Financial
Industry Financial Services
Experience
Freedom 55 Financial October 2012 - Present
TaylorMade-adidas Golf March 2013 - November 2013
Manulife Financial April 2012 - October 2012
Oakfield Golf & Country Club April 2009 - November 2011
Skills
Time Management, Teamwork, Customer Service, Leadership, Financial Analysis, Microsoft Office, Microsoft Excel, Insurance, Sales, Research, Social Media, Financial Statement..., Finance, Social Media Marketing, Life Insurance, New Business Development, Analysis, Wealth Management
Education
St. Francis Xavier University 2007 — 2011
Bachelor of Business Administration (BBA), Business/Commerce, General
Freedom 55 Financial October 2012 - Present
TaylorMade-adidas Golf March 2013 - November 2013
Manulife Financial April 2012 - October 2012
Oakfield Golf & Country Club April 2009 - November 2011
Skills
Time Management, Teamwork, Customer Service, Leadership, Financial Analysis, Microsoft Office, Microsoft Excel, Insurance, Sales, Research, Social Media, Financial Statement..., Finance, Social Media Marketing, Life Insurance, New Business Development, Analysis, Wealth Management
Education
St. Francis Xavier University 2007 — 2011
Bachelor of Business Administration (BBA), Business/Commerce, General
Cheryl Andreoli Cheryl Andreoli's Freedom 55 Financial Experience July 1988 - September 2010
Job Independent Silpada Designs Representative
Industry Luxury Goods & Jewelry
Experience
Silpada Designs October 2009 - Present
Freedom 55 Financial July 1988 - September 2010
Skills
Direct Sales, Office Administration, People Management, Coaching, Retail, Sales, Customer Service, Merchandising, Insurance, Team Building, Event Planning, Sales Management, Marketing, Event Management, Inventory Management, Fundraising, Marketing Strategy, New Business Development, Team Leadership, Social Networking, Microsoft Office, Advertising, Recruiting, Leadership, Business Planning, Training, Negotiation, Small Business, Public Relations, Leadership Development, Social Media, Sterling Silver, Customer Satisfaction, Jewelry, Employee Relations, Social Media Marketing, Business Strategy, Business Development, Microsoft Word
Education
Seneca College of Applied Arts and Technology 1981 — 1983
Canadian Coaching Certification Program, Figure Skating
AY Jackson Secondary School 1979 — 1981
High School
Silpada Designs October 2009 - Present
Freedom 55 Financial July 1988 - September 2010
Skills
Direct Sales, Office Administration, People Management, Coaching, Retail, Sales, Customer Service, Merchandising, Insurance, Team Building, Event Planning, Sales Management, Marketing, Event Management, Inventory Management, Fundraising, Marketing Strategy, New Business Development, Team Leadership, Social Networking, Microsoft Office, Advertising, Recruiting, Leadership, Business Planning, Training, Negotiation, Small Business, Public Relations, Leadership Development, Social Media, Sterling Silver, Customer Satisfaction, Jewelry, Employee Relations, Social Media Marketing, Business Strategy, Business Development, Microsoft Word
Education
Seneca College of Applied Arts and Technology 1981 — 1983
Canadian Coaching Certification Program, Figure Skating
AY Jackson Secondary School 1979 — 1981
High School
Guy Avidan-Shavit Guy Avidan-Shavit's Freedom 55 Financial Experience 2006 - 2007
Job Managing Partner at WHD Group
Industry Investment Management
Experience
Total Truck Ltd. November 2014 - Present
WHD Group December 2013 - Present
Walker Heavy Duty Ltd. November 2011 - Present
Leith Wheeler Investment Counsel Ltd. July 2009 - October 2010
Open Solutions International Limited November 2007 - July 2009
Freedom 55 Financial 2006 - 2007
Israel Aircraft Industry 2004 - 2005
Extreme Technologies 2003 - 2004
Amdocs 2000 - 2002
Foresoft Ltd. 1998 - 1999
Skills
Requirements Analysis, Business Process, Management, Project Management, Team Leadership, Analysis, Banking, Portfolio Management, Core Banking, Business Analysis, Risk Management, Financial Analysis, Strategic Planning, Budgets, Business Strategy, Process Improvement, Business Planning, Change Management, Team Building, Business Process..., ERP, Integration, Finance, Strategy
Education
Sauder School of Business 2006 — 2008
CPA, CMA, Accounting and Business/Management
Simon Fraser University 2006 — 2008
CPA, CMA, Business & Accounting
Tel Aviv University 1989 — 1997
BA, MBA, CPA, Accounting and Business/Management
Total Truck Ltd. November 2014 - Present
WHD Group December 2013 - Present
Walker Heavy Duty Ltd. November 2011 - Present
Leith Wheeler Investment Counsel Ltd. July 2009 - October 2010
Open Solutions International Limited November 2007 - July 2009
Freedom 55 Financial 2006 - 2007
Israel Aircraft Industry 2004 - 2005
Extreme Technologies 2003 - 2004
Amdocs 2000 - 2002
Foresoft Ltd. 1998 - 1999
Skills
Requirements Analysis, Business Process, Management, Project Management, Team Leadership, Analysis, Banking, Portfolio Management, Core Banking, Business Analysis, Risk Management, Financial Analysis, Strategic Planning, Budgets, Business Strategy, Process Improvement, Business Planning, Change Management, Team Building, Business Process..., ERP, Integration, Finance, Strategy
Education
Sauder School of Business 2006 — 2008
CPA, CMA, Accounting and Business/Management
Simon Fraser University 2006 — 2008
CPA, CMA, Business & Accounting
Tel Aviv University 1989 — 1997
BA, MBA, CPA, Accounting and Business/Management
Gail Howell Gail Howell's Freedom 55 Financial Experience 2011 - Present
Job Connecting top talent to their next great career opportunity
Industry Financial Services
Experience
Freedom 55 Financial 2011 - Present
Freedom 55 Financial 2003 - 2011
TD Bank Group 1999 - 2001
TD 1993 - 1999
Skills
Strategic Hiring, Team Building, Business Coaching, Wealth Management, financial planning for..., Risk Management, Sales & Marketing..., training and development, Strategic Financial..., Business Planning, Training, Insurance, Financial Advisory, Retirement, Business Development, Leadership, Entrepreneurship, Mortgage Lending, Critical Illness, Residential Mortgages, Financial Services, Estate Planning, Retirement Planning, Mutual Funds, Financial Planners, Personal Finance, Disability Insurance, Coaching, Business Strategy, Investments, Life Insurance, Wealth, Investment Strategies, Small Business, Employee Benefits, Wealth Accumulation, Financial Planning
Education
The University of Winnipeg
Professional studies
Yarmouth Memorial High
Freedom 55 Financial 2011 - Present
Freedom 55 Financial 2003 - 2011
TD Bank Group 1999 - 2001
TD 1993 - 1999
Skills
Strategic Hiring, Team Building, Business Coaching, Wealth Management, financial planning for..., Risk Management, Sales & Marketing..., training and development, Strategic Financial..., Business Planning, Training, Insurance, Financial Advisory, Retirement, Business Development, Leadership, Entrepreneurship, Mortgage Lending, Critical Illness, Residential Mortgages, Financial Services, Estate Planning, Retirement Planning, Mutual Funds, Financial Planners, Personal Finance, Disability Insurance, Coaching, Business Strategy, Investments, Life Insurance, Wealth, Investment Strategies, Small Business, Employee Benefits, Wealth Accumulation, Financial Planning
Education
The University of Winnipeg
Professional studies
Yarmouth Memorial High
Jimmy Chen Jimmy Chen's Freedom 55 Financial Experience December 2008 - August 2011
Job Manager, MBA Applications Sector at New Oriental Education and Technology Group
Industry Professional Training & Coaching
Experience
New Oriental Education & Technology Group (NYSE:EDU) October 2014 - Present
The University of British Columbia January 2013 - October 2014
Scinfo Venture Capital Management December 2011 - January 2012
Freedom 55 Financial December 2008 - August 2011
Interac March 2007 - March 2008
Skills
Financial Modeling, Financial Analysis, Investments, Corporate Finance, Strategic Financial..., Valuation, Asset Management, Portfolio Management, Business Strategy, Equities, Risk Management, Investment Strategies, Economics, Business Planning, Investment Banking, Business Analysis, Analysis, Strategic Planning, Finance, Banking, Entrepreneurship, Leadership, Due Diligence, Strategy, Management Consulting, Mergers & Acquisitions, Financial Services, Business Development, Project Management
Education
University of Oxford 2011 — 2012
MBA, Finance
Simon Fraser University 2003 — 2007
BA/BEd, English
New Oriental Education & Technology Group (NYSE:EDU) October 2014 - Present
The University of British Columbia January 2013 - October 2014
Scinfo Venture Capital Management December 2011 - January 2012
Freedom 55 Financial December 2008 - August 2011
Interac March 2007 - March 2008
Skills
Financial Modeling, Financial Analysis, Investments, Corporate Finance, Strategic Financial..., Valuation, Asset Management, Portfolio Management, Business Strategy, Equities, Risk Management, Investment Strategies, Economics, Business Planning, Investment Banking, Business Analysis, Analysis, Strategic Planning, Finance, Banking, Entrepreneurship, Leadership, Due Diligence, Strategy, Management Consulting, Mergers & Acquisitions, Financial Services, Business Development, Project Management
Education
University of Oxford 2011 — 2012
MBA, Finance
Simon Fraser University 2003 — 2007
BA/BEd, English
Noureen Akber's Freedom 55 Financial Experience December 2012 - May 2013
Job Treasury Intern at Cash America
Industry Research
Experience
2M Research Services June 2015 - Present
Cash America June 2014 - Present
The University of Texas at Arlington September 2013 - Present
Freedom 55 Financial December 2012 - May 2013
Quadrus Investment Services December 2012 - May 2013
Bronfman Business Library September 2011 - April 2012
Investors Group Financial Services Inc. 2012 - 2012
Skills
Investments, Retirement Planning, Financial Analysis, Mutual Funds, Strategic Financial..., Equities, Portfolio Management, Wealth Management, Securities, Retirement, Insurance, Financial Modeling, Financial Planning
Education
The University of Texas at Arlington 2013 — 2015
Master of Arts (M.A.), Economics
York University 2008 — 2012
Bachelor of Arts (B.A.), Business/Managerial Economics
2M Research Services June 2015 - Present
Cash America June 2014 - Present
The University of Texas at Arlington September 2013 - Present
Freedom 55 Financial December 2012 - May 2013
Quadrus Investment Services December 2012 - May 2013
Bronfman Business Library September 2011 - April 2012
Investors Group Financial Services Inc. 2012 - 2012
Skills
Investments, Retirement Planning, Financial Analysis, Mutual Funds, Strategic Financial..., Equities, Portfolio Management, Wealth Management, Securities, Retirement, Insurance, Financial Modeling, Financial Planning
Education
The University of Texas at Arlington 2013 — 2015
Master of Arts (M.A.), Economics
York University 2008 — 2012
Bachelor of Arts (B.A.), Business/Managerial Economics
Heather Curran Heather Curran's Freedom 55 Financial Experience November 2012 - March 2013
Job Fitness Advisor
Industry Sports
Experience
GoodLife Fitness September 2013 - Present
Freedom 55 Financial November 2012 - March 2013
Freedom 55 Financial May 2012 - November 2012
Skills
Microsoft Excel, Retirement, Strategic Financial..., Estate Planning, Wealth Management, Life Insurance, Financial Planners, Insurance, Retirement Planning, Mutual Funds, Investments, Financial Advisory
Education
Saint Mary's University 2009 — 2014
Bachelor of Commerce (B.Com.)
Cole Harbour District High School 2005 — 2008
GoodLife Fitness September 2013 - Present
Freedom 55 Financial November 2012 - March 2013
Freedom 55 Financial May 2012 - November 2012
Skills
Microsoft Excel, Retirement, Strategic Financial..., Estate Planning, Wealth Management, Life Insurance, Financial Planners, Insurance, Retirement Planning, Mutual Funds, Investments, Financial Advisory
Education
Saint Mary's University 2009 — 2014
Bachelor of Commerce (B.Com.)
Cole Harbour District High School 2005 — 2008
Amanda Baxter Amanda Baxter's Freedom 55 Financial Experience November 2013 - Present
Job Financial Advisor with Freedom 55 Financial
Industry Financial Services
Experience
Freedom 55 Financial November 2013 - Present
Vancouver Lawn Tennis and Badminton Club June 2010 - October 2013
Vancouver Lawn Tennis and Badminton Club February 2006 - June 2010
Skills
Program Management, Time Management, Event Planning, Volunteer Management, Public Speaking, Social Media, Coaching, Event Management, Nonprofits, Community Outreach, Fundraising, Program Development, Investment Planning, Wealth Management..., Retirement Savings, Business Development, Portfolio Assessment, Risk Management, Saving for Education, Marketing, Training, Investments
Education
The University of British Columbia 2004 — 2008
B.A, double major - sociology and psychology
Lifesaving Society
Lifesaving Society
Freedom 55 Financial November 2013 - Present
Vancouver Lawn Tennis and Badminton Club June 2010 - October 2013
Vancouver Lawn Tennis and Badminton Club February 2006 - June 2010
Skills
Program Management, Time Management, Event Planning, Volunteer Management, Public Speaking, Social Media, Coaching, Event Management, Nonprofits, Community Outreach, Fundraising, Program Development, Investment Planning, Wealth Management..., Retirement Savings, Business Development, Portfolio Assessment, Risk Management, Saving for Education, Marketing, Training, Investments
Education
The University of British Columbia 2004 — 2008
B.A, double major - sociology and psychology
Lifesaving Society
Lifesaving Society
Iris Dahan's Freedom 55 Financial Experience July 2003 - September 2007
Job Financial Planner at National Bank of Canada
Industry Banking
Experience
National Bank of Canada February 2012 - Present
National Bank of Canada April 2010 - February 2011
National Bank of Canada March 2008 - April 2010
Freedom 55 Financial July 2003 - September 2007
Skills
Wealth Management, Mutual Funds, Critical Illness, Retirement Planning, Investments, Strategic Financial..., Portfolio Management, Retirement, Credit, Banking, Financial Planners, Insurance, Retail Banking, Mortgage Lending, Risk Management, Financial Advisory, Investment Strategies, Financial Planning
Education
Université du Québec à Montréal / UQAM
Bachelor of Business Administration (BBA)
National Bank of Canada February 2012 - Present
National Bank of Canada April 2010 - February 2011
National Bank of Canada March 2008 - April 2010
Freedom 55 Financial July 2003 - September 2007
Skills
Wealth Management, Mutual Funds, Critical Illness, Retirement Planning, Investments, Strategic Financial..., Portfolio Management, Retirement, Credit, Banking, Financial Planners, Insurance, Retail Banking, Mortgage Lending, Risk Management, Financial Advisory, Investment Strategies, Financial Planning
Education
Université du Québec à Montréal / UQAM
Bachelor of Business Administration (BBA)
Andrew Mullings Andrew Mullings's Freedom 55 Financial Experience August 2014 - March 2015
Job Helping Companies Take A Proactive Approach To Employee Safety and Wellbeing
Industry Furniture
Experience
Humanscale April 2015 - Present
Freedom 55 Financial August 2014 - March 2015
ROLLOUT January 2014 - October 2014
DWR January 2011 - December 2013
Consumer Impact Marketing January 2010 - January 2011
Sugar Media January 2007 - January 2010
Skills
Marketing, Sales, Advertising, Marketing Strategy, Event Planning, Leadership, Management, Sales Presentations, Public Speaking
Education
Sheridan College 2006 — 2009
Advertising, Advertising
Humanscale April 2015 - Present
Freedom 55 Financial August 2014 - March 2015
ROLLOUT January 2014 - October 2014
DWR January 2011 - December 2013
Consumer Impact Marketing January 2010 - January 2011
Sugar Media January 2007 - January 2010
Skills
Marketing, Sales, Advertising, Marketing Strategy, Event Planning, Leadership, Management, Sales Presentations, Public Speaking
Education
Sheridan College 2006 — 2009
Advertising, Advertising
Chris J Anderson B.Ed, B.Sc, CHS, CFP® Chris J Anderson B.Ed, B.Sc, CHS, CFP®'s Freedom 55 Financial Experience December 2012 - February 2014
Job Your Goals & Dreams, Our advice, TOGETHER..Your Plan
Industry Financial Services
Experience
Lavoro Financial Group Ltd. March 2014 - Present
Quadrus Investment Services Ltd. October 2007 - Present
Freedom 55 Financial December 2012 - February 2014
Freedom 55 Financial October 2007 - December 2012
Buckman Laboratories 2000 - 2007
Abitibi 2000 - 2005
Skills
Business Strategy, Business Process..., Training, Coaching, Employee Engagement, Employee Benefits, Human Resources, Continuous Improvement, Financial Advisory, Retirement Planning, Investments, Risk Management, Asset Management, Estate Planning, Financial Planning, Insurance Planning, Wealth Management, Strategic Financial..., Mutual Funds, Insurance, Retirement, Financial Services, Life Insurance, Investment Strategies, Disability Insurance, Term Life Insurance, Segregated Funds, Wealth Accumulation, Pensions, Fixed Annuities, Investment Advisory, Health Insurance, Personal Financial..., Retirement Savings, Group Benefits, Financial Advice, Wealth, Income Protection, Multi-generational..., Critical Illness, Personal Finance, Group Benefit Plans, Buy-sell Agreements, Wealth Transfer, Risk, Retirement Income..., Financial Risk
Education
University of Saskatchewan 1991 — 1996
B.Sc, Chemistry
University of Saskatchewan 1991 — 1996
B.Ed, Education
Carlton Comprehensive High School 1988 — 1991
Lavoro Financial Group Ltd. March 2014 - Present
Quadrus Investment Services Ltd. October 2007 - Present
Freedom 55 Financial December 2012 - February 2014
Freedom 55 Financial October 2007 - December 2012
Buckman Laboratories 2000 - 2007
Abitibi 2000 - 2005
Skills
Business Strategy, Business Process..., Training, Coaching, Employee Engagement, Employee Benefits, Human Resources, Continuous Improvement, Financial Advisory, Retirement Planning, Investments, Risk Management, Asset Management, Estate Planning, Financial Planning, Insurance Planning, Wealth Management, Strategic Financial..., Mutual Funds, Insurance, Retirement, Financial Services, Life Insurance, Investment Strategies, Disability Insurance, Term Life Insurance, Segregated Funds, Wealth Accumulation, Pensions, Fixed Annuities, Investment Advisory, Health Insurance, Personal Financial..., Retirement Savings, Group Benefits, Financial Advice, Wealth, Income Protection, Multi-generational..., Critical Illness, Personal Finance, Group Benefit Plans, Buy-sell Agreements, Wealth Transfer, Risk, Retirement Income..., Financial Risk
Education
University of Saskatchewan 1991 — 1996
B.Sc, Chemistry
University of Saskatchewan 1991 — 1996
B.Ed, Education
Carlton Comprehensive High School 1988 — 1991
Luke MacDonald Luke MacDonald's Freedom 55 Financial Experience 2009 - May 2013
Job Account Manager Marine Safety (Maritimes) at K&D Pratt Group Inc.
Industry Financial Services
Experience
K&D Pratt Group Inc. November 2014 - Present
Sun Life Financial May 2013 - November 2014
Freedom 55 Financial 2009 - May 2013
Cape Breton Resorts 2006 - 2009
Skills
Sales, Strategic Planning, Marine Safety, Industrial Safety, Market Development, Key Account Management, Territory Management, Client Relations, Marketing Strategy, Teamwork, Communication, Critical Illness, Retirement Planning, Wealth Management, Financial Planners, Mutual Funds, Financial Planning, CRM, Customer Service, Microsoft Office, Management, Leadership, Finance, Team Leadership
Education
St. Francis Xavier University 2005 — 2009
BBA, Finance, General
Baddeck Academy
K&D Pratt Group Inc. November 2014 - Present
Sun Life Financial May 2013 - November 2014
Freedom 55 Financial 2009 - May 2013
Cape Breton Resorts 2006 - 2009
Skills
Sales, Strategic Planning, Marine Safety, Industrial Safety, Market Development, Key Account Management, Territory Management, Client Relations, Marketing Strategy, Teamwork, Communication, Critical Illness, Retirement Planning, Wealth Management, Financial Planners, Mutual Funds, Financial Planning, CRM, Customer Service, Microsoft Office, Management, Leadership, Finance, Team Leadership
Education
St. Francis Xavier University 2005 — 2009
BBA, Finance, General
Baddeck Academy
Jenny Hsieh CFP, CLU's Freedom 55 Financial Experience September 2005 - May 2007
Job Regional Sales Director at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial July 2015 - Present
Equitable Life August 2012 - July 2015
Daystar Financial Group Inc March 2011 - August 2012
Financial Confidence Advisors Inc May 2007 - March 2011
Daystar Financial Group Inc May 2007 - May 2009
Freedom 55 Financial September 2005 - May 2007
Louis Vuitton November 2004 - August 2005
Coach Leatherware August 2002 - October 2004
Skills
Strategic Financial..., Training, Insurance, Management, Strategy, Financial Services, Finance, Marketing, Estate Planning, Sales, Recruiting, Selling, Wealth Management, Fixed Annuities, Investment Advisory, Investments, Mutual Funds, Retirement Planning, Financial Planning
Education
Chartered Life Underwriter 2011 — 2011
Certified Financial Planner 2009 — 2010
Life License Qualification Program (LLQP) 2008 — 2008
Canadian Securities Course (CSC) 2007 — 2007
The University of British Columbia 2001 — 2005
Bachelor of Arts, Asian Studies & Japanese
Sun Life Financial July 2015 - Present
Equitable Life August 2012 - July 2015
Daystar Financial Group Inc March 2011 - August 2012
Financial Confidence Advisors Inc May 2007 - March 2011
Daystar Financial Group Inc May 2007 - May 2009
Freedom 55 Financial September 2005 - May 2007
Louis Vuitton November 2004 - August 2005
Coach Leatherware August 2002 - October 2004
Skills
Strategic Financial..., Training, Insurance, Management, Strategy, Financial Services, Finance, Marketing, Estate Planning, Sales, Recruiting, Selling, Wealth Management, Fixed Annuities, Investment Advisory, Investments, Mutual Funds, Retirement Planning, Financial Planning
Education
Chartered Life Underwriter 2011 — 2011
Certified Financial Planner 2009 — 2010
Life License Qualification Program (LLQP) 2008 — 2008
Canadian Securities Course (CSC) 2007 — 2007
The University of British Columbia 2001 — 2005
Bachelor of Arts, Asian Studies & Japanese
Greg Robinson Greg Robinson's Freedom 55 Financial Experience March 2011 - March 2012
Job Business Development Representative at salesforce.com
Industry Information Technology and Services
Experience
salesforce.com April 2014 - Present
salesforce.com January 2013 - Present
McGraw-Hill Ryerson March 2012 - November 2012
Freedom 55 Financial March 2011 - March 2012
Lynx Systems Inc June 2006 - March 2011
YMCA Geneva Park (Leadership and Conference Centre) June 2010 - September 2010
YMCA Geneva Park (Leadership and Conference Centre) June 2007 - August 2009
Skills
Marketing, Social Media Marketing, Salesforce.com, B2B, Marketing Strategy, Marketing Communications, Sales, Social Media, Account Management, Market Research, Strategic Planning, CRM, Social Networking, Project Management, Time Management, Lead Generation, Leadership Development, Direct Sales
Education
University of Guelph 2005 — 2009
Honours Bachelor, Business Administration
Humber Institute of Technology and Advanced Learning
Diploma, Business; an area of emphasis in Marketing2010
Richview Collegiate
salesforce.com April 2014 - Present
salesforce.com January 2013 - Present
McGraw-Hill Ryerson March 2012 - November 2012
Freedom 55 Financial March 2011 - March 2012
Lynx Systems Inc June 2006 - March 2011
YMCA Geneva Park (Leadership and Conference Centre) June 2010 - September 2010
YMCA Geneva Park (Leadership and Conference Centre) June 2007 - August 2009
Skills
Marketing, Social Media Marketing, Salesforce.com, B2B, Marketing Strategy, Marketing Communications, Sales, Social Media, Account Management, Market Research, Strategic Planning, CRM, Social Networking, Project Management, Time Management, Lead Generation, Leadership Development, Direct Sales
Education
University of Guelph 2005 — 2009
Honours Bachelor, Business Administration
Humber Institute of Technology and Advanced Learning
Diploma, Business; an area of emphasis in Marketing2010
Richview Collegiate
Andrew Ezman's Freedom 55 Financial Experience December 2006 - May 2009
Job Life and Health Insurance Advisor at Desjardins Financial Security Independent Network
Industry Financial Services
Experience
Desjardins Financial Security Independent Network September 2010 - Present
State Farm Insurance 2009 - 2010
Freedom 55 Financial December 2006 - May 2009
Skills
Financial Needs Analysis, Wealth Accumulation..., Intergenerational..., Permanent Life Insurance, Term Life Insurance, Disability Insurance, Critical Illness..., TFSA, RDSP, Risk Assessment, Risk Management, Business Analysis, RRSP, Universal Life Insurnace, RESP, Investments, Critical Illness
Education
York University 2003 — 2004
Administrative Studies
Ryerson University 1986 — 1988
Journalism
Desjardins Financial Security Independent Network September 2010 - Present
State Farm Insurance 2009 - 2010
Freedom 55 Financial December 2006 - May 2009
Skills
Financial Needs Analysis, Wealth Accumulation..., Intergenerational..., Permanent Life Insurance, Term Life Insurance, Disability Insurance, Critical Illness..., TFSA, RDSP, Risk Assessment, Risk Management, Business Analysis, RRSP, Universal Life Insurnace, RESP, Investments, Critical Illness
Education
York University 2003 — 2004
Administrative Studies
Ryerson University 1986 — 1988
Journalism
Jackson Chan Jackson Chan's Freedom 55 Financial Experience December 2008 - Present
Job Executive Compensation for Business Owners and Professionals
Industry Financial Services
Experience
Freedom 55 Financial December 2008 - Present
Skills
Retirement Planning, Critical Illness, Disability Benefits, Investments, Wealth Management..., Fixed Annuities, Mutual Funds, Estate Planning, Risk Management, Life Insurance, Portfolio Management, Financial Services, Retirement, Wealth Management, Strategic Financial..., Finance
Education
Simon Fraser University 2002 — 2005
Psychology, History
Freedom 55 Financial December 2008 - Present
Skills
Retirement Planning, Critical Illness, Disability Benefits, Investments, Wealth Management..., Fixed Annuities, Mutual Funds, Estate Planning, Risk Management, Life Insurance, Portfolio Management, Financial Services, Retirement, Wealth Management, Strategic Financial..., Finance
Education
Simon Fraser University 2002 — 2005
Psychology, History
Scot Thom Scot Thom's Freedom 55 Financial Experience May 2007 - June 2008
Job Founder at The Learning Studio Company www.thelearningstudio.co
Industry E-Learning
Experience
Toronto Municipal Elections August 2014 - November 2014
PubCo Journal March 2014 - November 2014
Gobi Canada July 2009 - August 2012
mirosuite October 2008 - June 2009
Custom Financial June 2008 - February 2009
Freedom 55 Financial May 2007 - June 2008
Swift First Aid & CPR March 2004 - September 2006
Swift Aquatics March 2000 - September 2006
Skills
Entrepreneurship, Business Development, Finance, Marketing, Sales, Investments, Business Planning, Leadership, Start-ups, Selling, Market Research, Small Business, Strategy, Strategic Planning, Business Analysis, Business Strategy, Management, E-commerce, Marketing Strategy, Sales Management, Negotiation, Online Advertising, Management Consulting, Business Intelligence, Enterprise Software, Due Diligence, Mergers & Acquisitions, Competitive Analysis, Strategic Partnerships, Lead Generation, New Business Development, CRM, Networking, Venture Capital, Online Marketing, Executive Management, Market Analysis
Education
University of Guelph 2000 — 2004
Arts, Economics
Teknillinen korkeakoulu-Tekniska högskolan 2002 — 2003
Diploma, IBLP
Toronto Municipal Elections August 2014 - November 2014
PubCo Journal March 2014 - November 2014
Gobi Canada July 2009 - August 2012
mirosuite October 2008 - June 2009
Custom Financial June 2008 - February 2009
Freedom 55 Financial May 2007 - June 2008
Swift First Aid & CPR March 2004 - September 2006
Swift Aquatics March 2000 - September 2006
Skills
Entrepreneurship, Business Development, Finance, Marketing, Sales, Investments, Business Planning, Leadership, Start-ups, Selling, Market Research, Small Business, Strategy, Strategic Planning, Business Analysis, Business Strategy, Management, E-commerce, Marketing Strategy, Sales Management, Negotiation, Online Advertising, Management Consulting, Business Intelligence, Enterprise Software, Due Diligence, Mergers & Acquisitions, Competitive Analysis, Strategic Partnerships, Lead Generation, New Business Development, CRM, Networking, Venture Capital, Online Marketing, Executive Management, Market Analysis
Education
University of Guelph 2000 — 2004
Arts, Economics
Teknillinen korkeakoulu-Tekniska högskolan 2002 — 2003
Diploma, IBLP
Joyce Huang, MPA Joyce Huang, MPA's Freedom 55 Financial Experience September 2007 - August 2009
Job Policy Analyst/Researcher at The College of Physiotherapists of Ontario
Industry Public Policy
Experience
The College of Physiotherapists of Ontario June 2013 - Present
Treasury Board of Canada Secretariat November 2012 - June 2013
The Senate of Canada May 2012 - August 2012
BridgeWater Family Wealth Services September 2009 - August 2011
Freedom 55 Financial September 2007 - August 2009
Canada Immigration Consulting Ltd. December 2006 - September 2007
Skills
Performance Measurement, Program Evaluation, Financial Planning, Policy Analysis, Research Design, Research, Public Administration, Policy, Qualitative Research, Public Policy, Data Analysis, Economics, Public Speaking
Education
Carleton University 2011 — 2012
MA, Public Administration
University of Ottawa / Université d'Ottawa
Project Management Workshop
University of Toronto 2003 — 2006
Hon. BA, International Relations, Graduated with Distinction
The College of Physiotherapists of Ontario June 2013 - Present
Treasury Board of Canada Secretariat November 2012 - June 2013
The Senate of Canada May 2012 - August 2012
BridgeWater Family Wealth Services September 2009 - August 2011
Freedom 55 Financial September 2007 - August 2009
Canada Immigration Consulting Ltd. December 2006 - September 2007
Skills
Performance Measurement, Program Evaluation, Financial Planning, Policy Analysis, Research Design, Research, Public Administration, Policy, Qualitative Research, Public Policy, Data Analysis, Economics, Public Speaking
Education
Carleton University 2011 — 2012
MA, Public Administration
University of Ottawa / Université d'Ottawa
Project Management Workshop
University of Toronto 2003 — 2006
Hon. BA, International Relations, Graduated with Distinction
Jim Kostiuk Jim Kostiuk's Freedom 55 Financial Experience April 2011 - Present
Job CFP at Freedom 55 Financial
Industry Financial Services
Experience
Freedom 55 Financial April 2011 - Present
Metropolitan Credit Adjusters March 2006 - March 2011
Skills
Retirement Planning, Critical Illness, Strategic Financial..., Life Insurance, Financial Planners, Wealth Accumulation, Investment Strategies, Retirement, Estate Planning, Employee Benefits, Fixed Annuities, Disability Insurance, Wealth, Mutual Funds, Legacy Giving, Leadership, Securities, Wealth Management, Insurance, Financial Advisory, Segregated Funds, Term Life Insurance, RRSP, Income Protection, Training, Long-term Care, Retirement Savings, Investment Advisory, Investments, Savings, Pensions, Mortgage Lending, Long Term Care Insurance, Risk Management, Portfolio Management, Financial Planning
Education
Austin O’Brien High School 1986 — 1989
Honors Matriculation Diploma
University of Alberta
Bachelor, Civil Engineering
Freedom 55 Financial April 2011 - Present
Metropolitan Credit Adjusters March 2006 - March 2011
Skills
Retirement Planning, Critical Illness, Strategic Financial..., Life Insurance, Financial Planners, Wealth Accumulation, Investment Strategies, Retirement, Estate Planning, Employee Benefits, Fixed Annuities, Disability Insurance, Wealth, Mutual Funds, Legacy Giving, Leadership, Securities, Wealth Management, Insurance, Financial Advisory, Segregated Funds, Term Life Insurance, RRSP, Income Protection, Training, Long-term Care, Retirement Savings, Investment Advisory, Investments, Savings, Pensions, Mortgage Lending, Long Term Care Insurance, Risk Management, Portfolio Management, Financial Planning
Education
Austin O’Brien High School 1986 — 1989
Honors Matriculation Diploma
University of Alberta
Bachelor, Civil Engineering
Robert (Matt) Lederman Robert (Matt) Lederman's Freedom 55 Financial Experience October 2013 - Present
Job Growth and protection of wealth for families and businesses
Industry Financial Services
Experience
Quadrus Investment Services Ltd. November 2013 - Present
Freedom 55 Financial October 2013 - Present
GHY International May 2011 - April 2012
Indigenous Health Group June 2009 - April 2011
Skills
Retirement Planning, Mutual Funds, Critical Illness, Wealth Management, Strategic Financial..., Disability Insurance, Estate Planning, Investments, Life Insurance, Financial Planners, Wealth Accumulation, Wealth, Mortgage Lending, Finance, Employee Benefits, Microsoft Excel, Financial Planning, Financial Services
Education
University of Manitoba 2008 — 2012
Bachelor of Commerce (B.Com. Honours), Marketing/Marketing Management, General
Saint John's Ravenscourt 1995 — 2007
High School
Quadrus Investment Services Ltd. November 2013 - Present
Freedom 55 Financial October 2013 - Present
GHY International May 2011 - April 2012
Indigenous Health Group June 2009 - April 2011
Skills
Retirement Planning, Mutual Funds, Critical Illness, Wealth Management, Strategic Financial..., Disability Insurance, Estate Planning, Investments, Life Insurance, Financial Planners, Wealth Accumulation, Wealth, Mortgage Lending, Finance, Employee Benefits, Microsoft Excel, Financial Planning, Financial Services
Education
University of Manitoba 2008 — 2012
Bachelor of Commerce (B.Com. Honours), Marketing/Marketing Management, General
Saint John's Ravenscourt 1995 — 2007
High School
Richard Westberg, CFP, CLU, CH.F.C. Richard Westberg, CFP, CLU, CH.F.C.'s Freedom 55 Financial Experience August 1996 - September 2007
Job Creating development programs for next generation financial advisors
Industry Financial Services
Experience
Sun Life Global Investments January 2014 - Present
AEGON Canada / Transamerica November 2009 - Present
Credential January 2008 - November 2009
Freedom 55 Financial August 1996 - September 2007
Prudential Insurance October 1995 - July 1996
Canada Life January 1994 - September 1995
New York Life Insurance Company March 1979 - December 1993
Skills
Retirement Planning, Retirement, Financial Advisory, Financial Planners, Employee Benefits, Wealth, Pensions, Securities, Life Insurance, Health Insurance, Term Life Insurance, Financial Analysis, Portfolio Management, Investment Strategies, Relationship Management
Education
Financial Planning Standards Council 1995 — 1996
Certified Financial Planner, Financial Planning
Advocis 1991 — 1992
Chartered Financial Consultant, Investments & Retirement
Advocis 1982 — 1985
Chartered Life Underwriter, Insurance
University of Manitoba 1976 — 1978
Education
Sun Life Global Investments January 2014 - Present
AEGON Canada / Transamerica November 2009 - Present
Credential January 2008 - November 2009
Freedom 55 Financial August 1996 - September 2007
Prudential Insurance October 1995 - July 1996
Canada Life January 1994 - September 1995
New York Life Insurance Company March 1979 - December 1993
Skills
Retirement Planning, Retirement, Financial Advisory, Financial Planners, Employee Benefits, Wealth, Pensions, Securities, Life Insurance, Health Insurance, Term Life Insurance, Financial Analysis, Portfolio Management, Investment Strategies, Relationship Management
Education
Financial Planning Standards Council 1995 — 1996
Certified Financial Planner, Financial Planning
Advocis 1991 — 1992
Chartered Financial Consultant, Investments & Retirement
Advocis 1982 — 1985
Chartered Life Underwriter, Insurance
University of Manitoba 1976 — 1978
Education
Gerard MacKinnon B.Comm, CLU, CH.F.C. Gerard MacKinnon B.Comm, CLU, CH.F.C.'s Freedom 55 Financial Experience September 1975 - August 2013
Job Financial Planner
Industry Financial Services
Experience
Brennan MacAulay Financial October 2013 - Present
Freedom 55 Financial September 1975 - August 2013
Skills
Small Business, Finance, Retirement Planning, Wealth Management, Strategic Financial..., Retirement, Mutual Funds, Investments, Estate Planning, Financial Planners, Wealth, Investment Strategies, Financial Advisory, Investment Advisory, Fixed Annuities, Disability Insurance, Life Insurance, Mortgage Lending, Portfolio Management, Critical Illness
Education
Saint Mary's University 1971 — 1975
Bachelor of Commerce (B.Com.), Business
Brennan MacAulay Financial October 2013 - Present
Freedom 55 Financial September 1975 - August 2013
Skills
Small Business, Finance, Retirement Planning, Wealth Management, Strategic Financial..., Retirement, Mutual Funds, Investments, Estate Planning, Financial Planners, Wealth, Investment Strategies, Financial Advisory, Investment Advisory, Fixed Annuities, Disability Insurance, Life Insurance, Mortgage Lending, Portfolio Management, Critical Illness
Education
Saint Mary's University 1971 — 1975
Bachelor of Commerce (B.Com.), Business
Sean Steeple Sean Steeple's Freedom 55 Financial Experience June 2007 - October 2010
Job Senior Account Executive at DTM Systems Corp.
Industry Computer Software
Experience
DTM Systems Corp. November 2014 - Present
Integratus Solutions October 2013 - November 2014
SAP November 2010 - October 2013
Freedom 55 Financial June 2007 - October 2010
Skills
Software Consulting, Business Intelligence..., Enterprise Software, Data Quality Control, Life Insurance, Disability Insurance, Critical illness, Personal Finance, Business Objects Data..., Business Objects, Negotiation, Software Industry, Sales Process, SAP, Salesforce.com, Complex Sales, Sales, Business Intelligence, Account Management, Partner Management, Cloud Computing, CRM, SaaS, Analytics, Solution Selling, Professional Services
Education
Simon Fraser University 2001 — 2004
Criminology
DTM Systems Corp. November 2014 - Present
Integratus Solutions October 2013 - November 2014
SAP November 2010 - October 2013
Freedom 55 Financial June 2007 - October 2010
Skills
Software Consulting, Business Intelligence..., Enterprise Software, Data Quality Control, Life Insurance, Disability Insurance, Critical illness, Personal Finance, Business Objects Data..., Business Objects, Negotiation, Software Industry, Sales Process, SAP, Salesforce.com, Complex Sales, Sales, Business Intelligence, Account Management, Partner Management, Cloud Computing, CRM, SaaS, Analytics, Solution Selling, Professional Services
Education
Simon Fraser University 2001 — 2004
Criminology
Eila Akbari's Freedom 55 Financial Experience November 2011 - Present
Job ★WEALTH MANAGEMENT & ESTATE PLANNING ADVISOR ★
Industry Financial Services
Experience
Freedom 55 Financial November 2011 - Present
Steve Nash Sports Club November 2009 - November 2011
Skills
Coaching, Retirement Planning, Wealth Management, Investments, Mutual Funds, Risk Management, Disability Insurance, Critical Illness, Insurance, Employee Benefits, Training, Wealth, Strategic Financial..., Entrepreneurship, Retirement, Finance, Financial Planning, Management
Education
Douglas College
Associate of Arts (AA)
Simon Fraser University
Freedom 55 Financial November 2011 - Present
Steve Nash Sports Club November 2009 - November 2011
Skills
Coaching, Retirement Planning, Wealth Management, Investments, Mutual Funds, Risk Management, Disability Insurance, Critical Illness, Insurance, Employee Benefits, Training, Wealth, Strategic Financial..., Entrepreneurship, Retirement, Finance, Financial Planning, Management
Education
Douglas College
Associate of Arts (AA)
Simon Fraser University
Boyko Avramov Boyko Avramov's Freedom 55 Financial Experience September 2011 - Present
Job FInancial Security Advisor
Industry Financial Services
Experience
Freedom 55 Financial September 2011 - Present
Mamma Teresa Ristorante September 2002 - January 2012
Skills
communicative, languages, helpful, Retirement Planning, Fixed Annuities, Retirement, IRAs, Estate Planning, Wealth Management, Long-term Care, Strategic Financial...
Education
University of Ottawa / Université d'Ottawa 2005 — 2009
Bachelor International Studies and Modern Languages, International Relations
Freedom 55 Financial September 2011 - Present
Mamma Teresa Ristorante September 2002 - January 2012
Skills
communicative, languages, helpful, Retirement Planning, Fixed Annuities, Retirement, IRAs, Estate Planning, Wealth Management, Long-term Care, Strategic Financial...
Education
University of Ottawa / Université d'Ottawa 2005 — 2009
Bachelor International Studies and Modern Languages, International Relations
Katharine Santamaria, ALMI, ACS Katharine Santamaria, ALMI, ACS's Freedom 55 Financial Experience December 2006 - April 2015
Job New Business Associate at Canada Life
Industry Insurance
Experience
Canada Life April 2015 - Present
Freedom 55 Financial December 2006 - April 2015
Pethealth Inc February 2004 - December 2006
Education
Sheridan College 2000 — 2003
Business Administration and Human Resource Management, Human Resource Management
Canada Life April 2015 - Present
Freedom 55 Financial December 2006 - April 2015
Pethealth Inc February 2004 - December 2006
Education
Sheridan College 2000 — 2003
Business Administration and Human Resource Management, Human Resource Management
Casey Elliott's Freedom 55 Financial Experience June 2008 - April 2011
Job Client Service Manager at Feigelsohn Kellar
Industry Financial Services
Experience
Feigelsohn Kellar May 2011 - Present
YorkStreet Financial March 2009 - April 2011
Freedom 55 Financial June 2008 - April 2011
City of Guelph May 2007 - August 2007
Skills
Wealth Management, Business Analysis, Investments, Life Insurance, Office Administration, Strategic Planning, Financial Services, Financial Analysis, Portfolio Management, Mutual Funds, Retirement Planning, Management, Customer Service
Education
University of Guelph 2004 — 2008
Commerce, Marketing
Feigelsohn Kellar May 2011 - Present
YorkStreet Financial March 2009 - April 2011
Freedom 55 Financial June 2008 - April 2011
City of Guelph May 2007 - August 2007
Skills
Wealth Management, Business Analysis, Investments, Life Insurance, Office Administration, Strategic Planning, Financial Services, Financial Analysis, Portfolio Management, Mutual Funds, Retirement Planning, Management, Customer Service
Education
University of Guelph 2004 — 2008
Commerce, Marketing
Florin Tapalaga Florin Tapalaga's Freedom 55 Financial Experience September 2014 - Present
Job Financial Security Advisor at Freedom 55 Financial
Industry Financial Services
Experience
Freedom 55 Financial September 2014 - Present
Future Shop February 2009 - January 2014
Future Shop October 2007 - February 2009
Future Shop November 2005 - October 2007
Tape Computer July 1994 - October 2003
Skills
Financial Planning, Residential Mortgages, Financial Services, Permanent Life Insurance, Mortgage Insurance, Retirement Planning, Investment Advisory, Mutual Funds, Term Life Insurance, Wealth Accumulation, Group Benefit Plans, Segregated Funds, Disability Insurance, RESP, TFSA, Pension Funds, Retirement Solutions, Critical Illness, RRSP, Estate Planning, Real Estate Investment..., Retail, Customer Satisfaction, People Development, Business Analysis, Operations Management, Financial Advisory, Customer Service, Strategic Planning
Education
Universitatea „Politehnica” din București 1986 — 1991
Bachelor, Electronics and Telecommunications
Freedom 55 Financial September 2014 - Present
Future Shop February 2009 - January 2014
Future Shop October 2007 - February 2009
Future Shop November 2005 - October 2007
Tape Computer July 1994 - October 2003
Skills
Financial Planning, Residential Mortgages, Financial Services, Permanent Life Insurance, Mortgage Insurance, Retirement Planning, Investment Advisory, Mutual Funds, Term Life Insurance, Wealth Accumulation, Group Benefit Plans, Segregated Funds, Disability Insurance, RESP, TFSA, Pension Funds, Retirement Solutions, Critical Illness, RRSP, Estate Planning, Real Estate Investment..., Retail, Customer Satisfaction, People Development, Business Analysis, Operations Management, Financial Advisory, Customer Service, Strategic Planning
Education
Universitatea „Politehnica” din București 1986 — 1991
Bachelor, Electronics and Telecommunications
Andy Freeman BA, CFP, CPCA's Freedom 55 Financial Experience May 1995 - Present
Job Regional Manager at Freedom 55 Financial
Industry Financial Services
Experience
Freedom 55 Financial May 1995 - Present
Skills
Retirement Planning, Critical Illness, Disability Insurance, Financial Planners, Wealth Management, Retirement, Strategic Financial..., Mutual Funds, Investments, Fixed Annuities, Wealth Accumulation, Estate Planning, Pensions, Insurance, Wealth, Life Insurance, Financial Advisory, Financial Planning, Sales Management, Leadership, Investment Strategies
Education
The University of British Columbia / UBC 1991 — 1995
BA, Economics
Freedom 55 Financial May 1995 - Present
Skills
Retirement Planning, Critical Illness, Disability Insurance, Financial Planners, Wealth Management, Retirement, Strategic Financial..., Mutual Funds, Investments, Fixed Annuities, Wealth Accumulation, Estate Planning, Pensions, Insurance, Wealth, Life Insurance, Financial Advisory, Financial Planning, Sales Management, Leadership, Investment Strategies
Education
The University of British Columbia / UBC 1991 — 1995
BA, Economics
Brett Woodland, B.A. Brett Woodland, B.A.'s Freedom 55 Financial Experience January 2013 - Present
Job Financial Security Advisor at Freedom 55 Financial and Quadrus Investments
Industry Financial Services
Experience
Freedom 55 Financial January 2013 - Present
MHL- Metro Shipbuilders April 2012 - February 2013
Nova Scotia Liquor Corporation June 2009 - September 2011
Target Hockey Academy June 2006 - May 2008
Crossroads Academy September 2006 - March 2008
Hockey Town September 2006 - October 2007
Atlantic Hockey Group June 2007 - August 2007
Skills
Coaching, Team Building, Personal Development, New Business Development, Financial Services, Investments, Mutual Funds, Sales, Social Networking, Customer Service, Risk Management, Leadership, Social Media, Teamwork
Education
University of Maine at Presque Isle 2010 — 2012
Bachelor's Degree, Elementary Education
Saint Mary's University 2005 — 2010
Bachelor of Arts (BA), Sociology/Psychology
Sir John A. MacDonald High School 2001 — 2004
Freedom 55 Financial January 2013 - Present
MHL- Metro Shipbuilders April 2012 - February 2013
Nova Scotia Liquor Corporation June 2009 - September 2011
Target Hockey Academy June 2006 - May 2008
Crossroads Academy September 2006 - March 2008
Hockey Town September 2006 - October 2007
Atlantic Hockey Group June 2007 - August 2007
Skills
Coaching, Team Building, Personal Development, New Business Development, Financial Services, Investments, Mutual Funds, Sales, Social Networking, Customer Service, Risk Management, Leadership, Social Media, Teamwork
Education
University of Maine at Presque Isle 2010 — 2012
Bachelor's Degree, Elementary Education
Saint Mary's University 2005 — 2010
Bachelor of Arts (BA), Sociology/Psychology
Sir John A. MacDonald High School 2001 — 2004
Anup Chokshi Anup Chokshi's Freedom 55 Financial Experience May 2001 - November 2002
Job Investment Advisor (IA), Associate IA, Registered Representative at Canaccord Genuity Wealth Management
Industry Financial Services
Experience
Canaccord Genuity Wealth Management (Canada) December 2004 - Present
Freedom 55 Financial May 2001 - November 2002
Skills
Portfolio Management, Financial Modeling, Strategic Financial..., Financial Analysis, Wealth Management, Investment Advisory, Estate Planning, Investment Strategies, Client Relations Skills, Retirement Planning, Tax Advantaged..., Small Business..., Assisting US Residents..., Managing a Retirement..., Personal Investment..., Asset Allocation..., Retirement Savings...
Education
The University of Calgary
Bachelor of Arts (BA), Economics
Canaccord Genuity Wealth Management (Canada) December 2004 - Present
Freedom 55 Financial May 2001 - November 2002
Skills
Portfolio Management, Financial Modeling, Strategic Financial..., Financial Analysis, Wealth Management, Investment Advisory, Estate Planning, Investment Strategies, Client Relations Skills, Retirement Planning, Tax Advantaged..., Small Business..., Assisting US Residents..., Managing a Retirement..., Personal Investment..., Asset Allocation..., Retirement Savings...
Education
The University of Calgary
Bachelor of Arts (BA), Economics
Jeff Tovee, CFP®'s Freedom 55 Financial Experience June 2005 - October 2012
Job CERTIFIED FINANCIAL PLANNER® | President at Eternal Wealth & Estate Solutions Inc.
Industry Financial Services
Experience
Eternal Wealth & Estate Solutions Inc. August 2012 - Present
Freedom 55 Financial June 2005 - October 2012
JSA Academy February 2004 - February 2005
Skills
Segregated Funds, Critical Illness, Retirement Planning, Strategic Financial..., Disability Insurance, Financial Planners, Mutual Funds, Retirement Savings, Retirement, Wealth, Estate Planning, Investments, Wealth Management, Life Insurance, RRSP, Investment Strategies, Wealth Accumulation, Financial Planning
Education
The University of Lethbridge 2000 — 2002
Bachelor of Management
Southern Alberta Institute of Technology 1998 — 2000
Business Administration Diploma
Spitzee
Eternal Wealth & Estate Solutions Inc. August 2012 - Present
Freedom 55 Financial June 2005 - October 2012
JSA Academy February 2004 - February 2005
Skills
Segregated Funds, Critical Illness, Retirement Planning, Strategic Financial..., Disability Insurance, Financial Planners, Mutual Funds, Retirement Savings, Retirement, Wealth, Estate Planning, Investments, Wealth Management, Life Insurance, RRSP, Investment Strategies, Wealth Accumulation, Financial Planning
Education
The University of Lethbridge 2000 — 2002
Bachelor of Management
Southern Alberta Institute of Technology 1998 — 2000
Business Administration Diploma
Spitzee
Gabriela de Sousa's Freedom 55 Financial Experience June 2013 - September 2014
Job Recruiter at Recruiting Social
Industry Human Resources
Experience
Recruiting Social June 2015 - Present
Freedom 55 Financial June 2013 - September 2014
City in Focus September 2012 - May 2013
Sauder School of Business: Campus Ambassador Program September 2011 - April 2013
Agrodolce Importers July 2012 - January 2013
Centerplate October 2008 - December 2012
Mosaic Sales Solutions June 2012 - June 2012
Skills
Microsoft Office, Microsoft Excel, Time Management, Customer Service, Teamwork, Leadership, Social Media, Management, Sales, Event Planning, Recruiting, Marketing
Education
The University of British Columbia 2011 — 2016
Bachelor's Degree
Recruiting Social June 2015 - Present
Freedom 55 Financial June 2013 - September 2014
City in Focus September 2012 - May 2013
Sauder School of Business: Campus Ambassador Program September 2011 - April 2013
Agrodolce Importers July 2012 - January 2013
Centerplate October 2008 - December 2012
Mosaic Sales Solutions June 2012 - June 2012
Skills
Microsoft Office, Microsoft Excel, Time Management, Customer Service, Teamwork, Leadership, Social Media, Management, Sales, Event Planning, Recruiting, Marketing
Education
The University of British Columbia 2011 — 2016
Bachelor's Degree
Shakara Walker's Freedom 55 Financial Experience November 2007 - April 2008
Job Youth Engagement Coordinator at Harriet Tubman Community Organization
Industry Legal Services
Experience
Harriet Tubman Community Organization January 2013 - Present
Redemption Reintegration Services February 2011 - Present
Freedom 55 Financial November 2007 - April 2008
IKEA Group June 2005 - March 2006
Skills
Microsoft Excel, Customer Service, Microsoft Office, Financial Analysis, PowerPoint, Microsoft Word, Time Management, Teamwork, Outlook, Accounting, Finance, Retail, Community Development, Youth Engagement, Youth Development, Legal Information, Legal Documents, Legal Research, Legal Policy, Social Influence, Social Services, Support Workers, Workshop Facilitation, Public Speaking, Public Relations, Student Counseling, Executive Support, Program Development, Program Evaluation, Community Outreach, Community Engagement, Social Justice, Volunteer Management
Education
University of Windsor 2006 — 2010
BA, Criminology and Psychology
Seneca College of Applied Arts and Technology 2005 — 2006
Legal Office Administration, Legal
Harriet Tubman Community Organization January 2013 - Present
Redemption Reintegration Services February 2011 - Present
Freedom 55 Financial November 2007 - April 2008
IKEA Group June 2005 - March 2006
Skills
Microsoft Excel, Customer Service, Microsoft Office, Financial Analysis, PowerPoint, Microsoft Word, Time Management, Teamwork, Outlook, Accounting, Finance, Retail, Community Development, Youth Engagement, Youth Development, Legal Information, Legal Documents, Legal Research, Legal Policy, Social Influence, Social Services, Support Workers, Workshop Facilitation, Public Speaking, Public Relations, Student Counseling, Executive Support, Program Development, Program Evaluation, Community Outreach, Community Engagement, Social Justice, Volunteer Management
Education
University of Windsor 2006 — 2010
BA, Criminology and Psychology
Seneca College of Applied Arts and Technology 2005 — 2006
Legal Office Administration, Legal
Michelle Filipenko Michelle Filipenko's Freedom 55 Financial Experience 2010 - Present
Job Tailored financial plans to help families and businesses create and preserve wealth
Industry Financial Services
Experience
Freedom 55 Financial 2010 - Present
Skills
Segregated Funds, Securities
Education
Simon Fraser University
B.A., English, Humanities
Freedom 55 Financial 2010 - Present
Skills
Segregated Funds, Securities
Education
Simon Fraser University
B.A., English, Humanities
Michele Woods BA EPC Michele Woods BA EPC's Freedom 55 Financial Experience August 2007 - December 2009
Job Regional Sales Manager/Dealing Representative
Industry Real Estate
Experience
CVC Market Point Inc. (a Canadian Horizons and Carevest Group Member Company) January 2010 - Present
Freedom 55 Financial August 2007 - December 2009
Sun Life Financial February 2003 - August 2007
Desjardins Securities September 2001 - June 2002
Rampart Securities August 2000 - September 2001
CIBC Wood Gundy August 1998 - July 2000
Mutual Life of Canada June 1996 - July 1998
Limited Market Dealer June 1989 - May 1996
Skills
Conflict Resolution
Education
Human Kinetics Institute 2011 — 2012
Periodization - Sport Specific Strength Training, Advanced Personal Training
Canadian Initiative for Elder Planning Studies 2007 — 2007
Designation Program in Elder Planning Studies
Ontario Real Estate College 2007 — 2007
Real Estate
Investment Funds Institute 2006 — 2006
Financial Services
Canadian Securities Institute 1986 — 2002
Compliance/Management/Financial Services
Financial Services Commission of Ontario 1996 — 2000
Financial Services
University of Guelph 1980 — 1985
BA, General
Palcare Network
Certification, Palliative Care
CVC Market Point Inc. (a Canadian Horizons and Carevest Group Member Company) January 2010 - Present
Freedom 55 Financial August 2007 - December 2009
Sun Life Financial February 2003 - August 2007
Desjardins Securities September 2001 - June 2002
Rampart Securities August 2000 - September 2001
CIBC Wood Gundy August 1998 - July 2000
Mutual Life of Canada June 1996 - July 1998
Limited Market Dealer June 1989 - May 1996
Skills
Conflict Resolution
Education
Human Kinetics Institute 2011 — 2012
Periodization - Sport Specific Strength Training, Advanced Personal Training
Canadian Initiative for Elder Planning Studies 2007 — 2007
Designation Program in Elder Planning Studies
Ontario Real Estate College 2007 — 2007
Real Estate
Investment Funds Institute 2006 — 2006
Financial Services
Canadian Securities Institute 1986 — 2002
Compliance/Management/Financial Services
Financial Services Commission of Ontario 1996 — 2000
Financial Services
University of Guelph 1980 — 1985
BA, General
Palcare Network
Certification, Palliative Care
Bob Telford Bob Telford's Freedom 55 Financial Experience May 2009 - Present
Job Financial Security Advisor at Freedom 55 Financial, A Division of London Life Insurance
Industry Marketing and Advertising
Experience
Freedom 55 Financial May 2009 - Present
Quadrus Investment Services Ltd. May 2009 - Present
Business Information Group March 1999 - February 2009
York Regional Condominium Corporation January 1997 - January 2004
Newmarket Action Committee January 2001 - January 2003
Canadian Plastics Magazine January 1999 - January 2003
Ampak Distribution Inc January 1986 - January 1999
Skills
Critical Illness, Segregated Funds, Risk Mitigation, Retirement, Wealth, Mutual Funds, Insurance, Employee Benefits, Advertising, Insurance Planning, Disability Insurance, Retirement Planning, Wealth Accumulation, Term Life Insurance, Wealth Transfer, Annuities, Financial Planning, Estate Planning, Long Term Care, Wealth Management, Savings, Group Benefits, Investments, Health Insurance, Pensions, Money, Mortgage, Small Business, Retirement Income..., Financial Advisory, Financial Advice, Investment Advisory, Portfolio Management, Retirement Savings, Asset Management, Succession Planning, Business Planning, Risk Management, Investment Strategies, Asset Allocation, Strategic Planning, Income Protection, Personal Finance, Financial Analysis, Customer Relations, RDSP, Registered disability..., Customer Service, Financial Services, Strategic Financial...
Education
Canadian Securities Institute 2010 — 2010
Canadian Securities Course
Investment Funds Institute of Canada 2009 — 2009
Mutual Funds, Financial Markets
Life Licence Qualifications Program (LLPQ) 2009 — 2009
Life Insurance
Seneca College of Applied Arts and Technology 1982 — 1985
Diploma, International Business Studies
Freedom 55 Financial May 2009 - Present
Quadrus Investment Services Ltd. May 2009 - Present
Business Information Group March 1999 - February 2009
York Regional Condominium Corporation January 1997 - January 2004
Newmarket Action Committee January 2001 - January 2003
Canadian Plastics Magazine January 1999 - January 2003
Ampak Distribution Inc January 1986 - January 1999
Skills
Critical Illness, Segregated Funds, Risk Mitigation, Retirement, Wealth, Mutual Funds, Insurance, Employee Benefits, Advertising, Insurance Planning, Disability Insurance, Retirement Planning, Wealth Accumulation, Term Life Insurance, Wealth Transfer, Annuities, Financial Planning, Estate Planning, Long Term Care, Wealth Management, Savings, Group Benefits, Investments, Health Insurance, Pensions, Money, Mortgage, Small Business, Retirement Income..., Financial Advisory, Financial Advice, Investment Advisory, Portfolio Management, Retirement Savings, Asset Management, Succession Planning, Business Planning, Risk Management, Investment Strategies, Asset Allocation, Strategic Planning, Income Protection, Personal Finance, Financial Analysis, Customer Relations, RDSP, Registered disability..., Customer Service, Financial Services, Strategic Financial...
Education
Canadian Securities Institute 2010 — 2010
Canadian Securities Course
Investment Funds Institute of Canada 2009 — 2009
Mutual Funds, Financial Markets
Life Licence Qualifications Program (LLPQ) 2009 — 2009
Life Insurance
Seneca College of Applied Arts and Technology 1982 — 1985
Diploma, International Business Studies
Peter Andreana's Freedom 55 Financial Experience June 2002 - January 2006
Job Partner at Continuum II Inc.
Industry Financial Services
Experience
Continuum II Inc. July 2002 - Present
Burlington Downtown Business Association November 2010 - Present
Burlington Community Foundation September 2010 - June 2013
Freedom 55 Financial June 2002 - January 2006
Stratagem Marketing & Design August 1999 - May 2002
Skills
Strategic Financial..., Investments, Strategy, Financial Planners, Wealth Management, Retirement, Financial Advisory, Mutual Funds, Financial Services, Estate Planning, Retirement Planning, Finance, Financial Planning, Succession Planning, Portfolio Management, Employee Benefits, Wealth Accumulation, Investment Strategies, Pensions, High Net Worth..., Insurance, Disability Insurance, Term Life Insurance, Executive Management, Entrepreneurship, Restructuring, Pension Funds, Exit Strategies, Investment Management, Health Insurance, Permanent Life Insurance, Wealth, Critical Illness, Wealth Management..., Small Business, Personal Finance, Mergers & Acquisitions, Strategic Planning, Consulting, Management, Leadership, Public Speaking, Benefits Administration, Benefits Negotiation, Compensation & Benefits, Benefits Design, Voluntary Employee...
Education
York University 1996 — 1999
Economics, Economics
The University of British Columbia 1995 — 1996
Business/Commerce, General
King City Secondary 1990 — 1994
Continuum II Inc. July 2002 - Present
Burlington Downtown Business Association November 2010 - Present
Burlington Community Foundation September 2010 - June 2013
Freedom 55 Financial June 2002 - January 2006
Stratagem Marketing & Design August 1999 - May 2002
Skills
Strategic Financial..., Investments, Strategy, Financial Planners, Wealth Management, Retirement, Financial Advisory, Mutual Funds, Financial Services, Estate Planning, Retirement Planning, Finance, Financial Planning, Succession Planning, Portfolio Management, Employee Benefits, Wealth Accumulation, Investment Strategies, Pensions, High Net Worth..., Insurance, Disability Insurance, Term Life Insurance, Executive Management, Entrepreneurship, Restructuring, Pension Funds, Exit Strategies, Investment Management, Health Insurance, Permanent Life Insurance, Wealth, Critical Illness, Wealth Management..., Small Business, Personal Finance, Mergers & Acquisitions, Strategic Planning, Consulting, Management, Leadership, Public Speaking, Benefits Administration, Benefits Negotiation, Compensation & Benefits, Benefits Design, Voluntary Employee...
Education
York University 1996 — 1999
Economics, Economics
The University of British Columbia 1995 — 1996
Business/Commerce, General
King City Secondary 1990 — 1994
John Macpherson, CFP John Macpherson, CFP's Freedom 55 Financial Experience 2010 - July 2012
Job Sales Consultant, Wealth Management, London Life
Industry Financial Services
Experience
Great-West Life August 2006 - Present
Freedom 55 Financial 2010 - July 2012
Toronto May 1990 - January 2000
Skills
Retirement Planning, Retirement, Mutual Funds, Wealth Management, Investments, Financial Advisory, Financial Planners, Investment Strategies, Wealth, Investment Advisory, Insurance
Education
University of Manitoba 1980 — 1984
B. Comm. Hon, Business
Great-West Life August 2006 - Present
Freedom 55 Financial 2010 - July 2012
Toronto May 1990 - January 2000
Skills
Retirement Planning, Retirement, Mutual Funds, Wealth Management, Investments, Financial Advisory, Financial Planners, Investment Strategies, Wealth, Investment Advisory, Insurance
Education
University of Manitoba 1980 — 1984
B. Comm. Hon, Business
Ian Minnifee Ian Minnifee's Freedom 55 Financial Experience March 2002 - March 2009
Job Sagium Associate
Industry Financial Services
Experience
Sagium September 2011 - Present
The University of Calgary Senate September 2011 - July 2015
The University of Calgary Senate September 2009 - July 2015
Hamilton and Partners September 2011 - November 2013
Hop Estate Planning Partners April 2009 - August 2011
Freedom 55 Financial March 2002 - March 2009
Skills
Estate Planning, Financial Planning, Wealth Management, Retirement Planning, Strategic Financial..., Investments, Mutual Funds, Retirement, Portfolio Management, Investment Advisory, Asset Management, Business Development, Investment Strategies, Disability Insurance, Financial Planners, Insurance, Asset Allocation, Financial Advisory, Equities, Strategic Planning, Wealth, Fixed Annuities, Finance, Leadership, Life Insurance, Critical Illness, Pensions
Education
The University of Calgary 1988 — 1993
BA, Economics
Sagium September 2011 - Present
The University of Calgary Senate September 2011 - July 2015
The University of Calgary Senate September 2009 - July 2015
Hamilton and Partners September 2011 - November 2013
Hop Estate Planning Partners April 2009 - August 2011
Freedom 55 Financial March 2002 - March 2009
Skills
Estate Planning, Financial Planning, Wealth Management, Retirement Planning, Strategic Financial..., Investments, Mutual Funds, Retirement, Portfolio Management, Investment Advisory, Asset Management, Business Development, Investment Strategies, Disability Insurance, Financial Planners, Insurance, Asset Allocation, Financial Advisory, Equities, Strategic Planning, Wealth, Fixed Annuities, Finance, Leadership, Life Insurance, Critical Illness, Pensions
Education
The University of Calgary 1988 — 1993
BA, Economics
Valerie Garlick Valerie Garlick's Freedom 55 Financial Experience January 2009 - Present
Job Financial Security Advisor at Freedom 55 Financial
Industry Financial Services
Experience
Freedom 55 Financial January 2009 - Present
Education
University of Guelph 2004 — 2008
B.Comm, Economics and Finance
Freedom 55 Financial January 2009 - Present
Education
University of Guelph 2004 — 2008
B.Comm, Economics and Finance
Reg Hill, B.Sc, CLU Reg Hill, B.Sc, CLU's Freedom 55 Financial Experience July 2008 - Present
Job Building the Future
Industry Financial Services
Experience
Freedom 55 Financial July 2008 - Present
Quadrus Investment Services Ltd. July 2008 - Present
Freedom 55 Financial December 1999 - June 2008
Freedom 55 Financial July 1995 - November 1999
Freedom 55 Financial September 1990 - July 1995
Skills
Estate Planning, Coaching, Financial Planning, Compliance, Disability Insurance, Wealth Creation, Strategic Financial..., Wealth, Segregated Funds, Term Life Insurance, Long Term Care Insurance, Succession Planning, Mutual Funds, Underwriting, Whole Life
Education
The University of Lethbridge 1983 — 1988
Bachelor of Science (B.Sc.), Psychology
The University of Lethbridge 1983 — 1987
B.Sc, Neuropsychology
Freedom 55 Financial July 2008 - Present
Quadrus Investment Services Ltd. July 2008 - Present
Freedom 55 Financial December 1999 - June 2008
Freedom 55 Financial July 1995 - November 1999
Freedom 55 Financial September 1990 - July 1995
Skills
Estate Planning, Coaching, Financial Planning, Compliance, Disability Insurance, Wealth Creation, Strategic Financial..., Wealth, Segregated Funds, Term Life Insurance, Long Term Care Insurance, Succession Planning, Mutual Funds, Underwriting, Whole Life
Education
The University of Lethbridge 1983 — 1988
Bachelor of Science (B.Sc.), Psychology
The University of Lethbridge 1983 — 1987
B.Sc, Neuropsychology
Cheryl Banks, CPA, CMA's Freedom 55 Financial Experience 2004 - 2006
Job Manager, FlexResources, PwC
Industry Staffing and Recruiting
Experience
PwC May 2015 - Present
Eagle Professional Resources September 2014 - March 2015
Cheryl Banks June 2014 - September 2014
David Aplin Recruiting 2011 - March 2014
FMC Professionals Inc. 2010 - 2011
David Aplin Recruiting 2006 - 2010
Freedom 55 Financial 2004 - 2006
Robert Half Management Resources 2002 - 2003
Ginsberg Gluzman Fage & Levitz, LLP 2001 - 2002
Chartered Professional Accountants of Ontario (The Institute of Chartered Accountants of Ontario) 1998 - 2000
Skills
Permanent Placement, Talent Management, Talent Acquisition, Coaching, Contract Recruitment, Client-oriented, Strategic Sourcing, Technical Recruiting, CRM, Leadership, Interviews, Screening Resumes, Internet Recruiting, Employer Branding, Applicant Tracking..., Market Intelligence, Customer Retention, Succession Planning, Long-term Customer..., Cold Calling Experience, Event Planning, Strategic Partner..., Social Networking, Highly Reliable, Management of Change, Adaptable to Changes, Customer Service, Customer Support, Passion for Success, Benefits Administration, Compensation & Benefits..., International Business, Candidate Marketing, Negotiating Fees, Government Proposals, Microsoft Excel, PowerPoint, Microsoft Office, Job Coaching
Education
CMA Ontario 1993 — 1995
Chartered Professional Accountants of Ontario
Chartered Professional Accountant
University of Ottawa / Université d'Ottawa 1990 — 1995
Qualifying for CMA
University of Toronto 1974 — 1977
BA
PwC May 2015 - Present
Eagle Professional Resources September 2014 - March 2015
Cheryl Banks June 2014 - September 2014
David Aplin Recruiting 2011 - March 2014
FMC Professionals Inc. 2010 - 2011
David Aplin Recruiting 2006 - 2010
Freedom 55 Financial 2004 - 2006
Robert Half Management Resources 2002 - 2003
Ginsberg Gluzman Fage & Levitz, LLP 2001 - 2002
Chartered Professional Accountants of Ontario (The Institute of Chartered Accountants of Ontario) 1998 - 2000
Skills
Permanent Placement, Talent Management, Talent Acquisition, Coaching, Contract Recruitment, Client-oriented, Strategic Sourcing, Technical Recruiting, CRM, Leadership, Interviews, Screening Resumes, Internet Recruiting, Employer Branding, Applicant Tracking..., Market Intelligence, Customer Retention, Succession Planning, Long-term Customer..., Cold Calling Experience, Event Planning, Strategic Partner..., Social Networking, Highly Reliable, Management of Change, Adaptable to Changes, Customer Service, Customer Support, Passion for Success, Benefits Administration, Compensation & Benefits..., International Business, Candidate Marketing, Negotiating Fees, Government Proposals, Microsoft Excel, PowerPoint, Microsoft Office, Job Coaching
Education
CMA Ontario 1993 — 1995
Chartered Professional Accountants of Ontario
Chartered Professional Accountant
University of Ottawa / Université d'Ottawa 1990 — 1995
Qualifying for CMA
University of Toronto 1974 — 1977
BA
Andrew MacIntosh Andrew MacIntosh's Freedom 55 Financial Experience October 2014 - Present
Job Financial Risk Management Strategies, TaxEfficiency and CashFlow Planning
Industry Financial Services
Experience
Freedom 55 Financial October 2014 - Present
Platinum Protection Systems, LLC. May 2014 - September 2014
Sackville Straight-Edgers June 2012 - September 2013
Access Nova Scotia June 2010 - September 2011
Skills
Financial Planning, Investments, Corporate Tax Planning, Risk Management, Accounting, Mutual Funds, Time Management, Networking, Public Speaking, Financial Analysis
Education
Sobey School of Business at Saint Mary's University 2010 — 2014
Bachelor of Commerce (BCom), Accounting
St. Francis Xavier University 2011 — 2012
Business Administration and Management, General
Sackville High School 2007 — 2010
French Immersion, Physical Sciences
Freedom 55 Financial October 2014 - Present
Platinum Protection Systems, LLC. May 2014 - September 2014
Sackville Straight-Edgers June 2012 - September 2013
Access Nova Scotia June 2010 - September 2011
Skills
Financial Planning, Investments, Corporate Tax Planning, Risk Management, Accounting, Mutual Funds, Time Management, Networking, Public Speaking, Financial Analysis
Education
Sobey School of Business at Saint Mary's University 2010 — 2014
Bachelor of Commerce (BCom), Accounting
St. Francis Xavier University 2011 — 2012
Business Administration and Management, General
Sackville High School 2007 — 2010
French Immersion, Physical Sciences
Michel de Rocquigny Michel de Rocquigny's Freedom 55 Financial Experience May 2007 - October 2010
Job Financial Advisor / Life Insurance Agent at Desjardins Financial Security Investment Inc.
Industry Financial Services
Experience
Desjardins Financial Security Investments Inc. March 2012 - Present
Lawton Partners October 2010 - March 2012
Freedom 55 Financial May 2007 - October 2010
Skills
Strategic Financial..., Wealth Management, Mutual Funds, Business Planning, Disability Insurance, Estate Planning, Finance, Financial Advisory, Financial Planners, Investment Advisory, Investment Strategies, Investments, Life Insurance, Retirement, Retirement Planning, Financial Planning
Education
Advocis 2010 — 2011
RHU Designation, Registered Health Underwriter
University of Manitoba 2002 — 2007
B. Comm (Hons.)
St Pauls High School 1996 — 1999
Desjardins Financial Security Investments Inc. March 2012 - Present
Lawton Partners October 2010 - March 2012
Freedom 55 Financial May 2007 - October 2010
Skills
Strategic Financial..., Wealth Management, Mutual Funds, Business Planning, Disability Insurance, Estate Planning, Finance, Financial Advisory, Financial Planners, Investment Advisory, Investment Strategies, Investments, Life Insurance, Retirement, Retirement Planning, Financial Planning
Education
Advocis 2010 — 2011
RHU Designation, Registered Health Underwriter
University of Manitoba 2002 — 2007
B. Comm (Hons.)
St Pauls High School 1996 — 1999
Rob Caissie CLU CFP Rob Caissie CLU CFP's Freedom 55 Financial Experience March 2003 - February 2013
Job Managing Director at Desjardins Financial Security Independent Network
Industry Financial Services
Experience
Desjardins Financial Security Independent Network March 2013 - Present
Freedom 55 Financial March 2003 - February 2013
Great-West January 1998 - February 2003
Desjardins January 1992 - December 1997
London Life June 1989 - December 1992
Skills
Strategic Financial..., Investments, Retirement, Retirement Planning, Business Planning, Estate Planning, Business Development, Financial Planning, Finance, Critical Illness, Life Insurance, Financial Services, Insurance, Employee Benefits, Budgeting, Wealth Management, Budgets, Group Benefits
Education
Saint Mary's University 1985 — 1989
Bachelor of Commerce, Marketing
Pictou Academy 1983 — 1985
Desjardins Financial Security Independent Network March 2013 - Present
Freedom 55 Financial March 2003 - February 2013
Great-West January 1998 - February 2003
Desjardins January 1992 - December 1997
London Life June 1989 - December 1992
Skills
Strategic Financial..., Investments, Retirement, Retirement Planning, Business Planning, Estate Planning, Business Development, Financial Planning, Finance, Critical Illness, Life Insurance, Financial Services, Insurance, Employee Benefits, Budgeting, Wealth Management, Budgets, Group Benefits
Education
Saint Mary's University 1985 — 1989
Bachelor of Commerce, Marketing
Pictou Academy 1983 — 1985
Stephen Marchment, BA, FCSI Stephen Marchment, BA, FCSI's Freedom 55 Financial Experience January 2005 - March 2011
Job Owner, Financial Integrity Group Inc.
Industry Investment Management
Experience
Hawkeye Solutions May 2014 - Present
Freedom 55 Financial January 2005 - March 2011
Oh! Albert Corporation January 2000 - August 2004
NCE Oil & Gas Resources Ltd. January 1997 - January 2000
Bank of Montreal January 1987 - December 1996
Skills
Computer Literate, Excel, PowerPoint, Financial Analysis, Financial Management, Sales Management, Sales Operations, Direct Sales, Options Strategies, Financial Planning, Stockbroking, Stock Picking, Stock Trading, Mutual Funds, Insurance, FCSI
Education
The Canadian Securities Institute 1979 — 1999
CSC - Honours, Canadian Investment Finance 1 & 2, Partners, Directors and Senior Officers Qualifying, Investments
University of Windsor 1984 — 1986
Accounting courses
University of Guelph
B.A, Psychology
Hawkeye Solutions May 2014 - Present
Freedom 55 Financial January 2005 - March 2011
Oh! Albert Corporation January 2000 - August 2004
NCE Oil & Gas Resources Ltd. January 1997 - January 2000
Bank of Montreal January 1987 - December 1996
Skills
Computer Literate, Excel, PowerPoint, Financial Analysis, Financial Management, Sales Management, Sales Operations, Direct Sales, Options Strategies, Financial Planning, Stockbroking, Stock Picking, Stock Trading, Mutual Funds, Insurance, FCSI
Education
The Canadian Securities Institute 1979 — 1999
CSC - Honours, Canadian Investment Finance 1 & 2, Partners, Directors and Senior Officers Qualifying, Investments
University of Windsor 1984 — 1986
Accounting courses
University of Guelph
B.A, Psychology
Harinder Dhanoa's Freedom 55 Financial Experience February 2010 - December 2010
Job CNC Machinist at Pavac Industries Inc.
Industry Mechanical or Industrial Engineering
Experience
PAVAC Industries Inc. August 2011 - Present
PAVAC Industries Inc. December 2010 - February 2011
Freedom 55 Financial February 2010 - December 2010
Pullmaster Winch Corporation April 2007 - February 2009
Dhanoa Solutions December 2004 - December 2007
Aptech Precision Machining Inc. August 2006 - April 2007
Orca Specialty Foods Ltd. August 2002 - November 2006
Majestic Auto Ltd. August 1998 - April 2000
Skills
CNC, Industrial Engineering, Mastercam
Education
Thapar Institute of Engineering and Technology 1991 — 1996
B.E.(I.E. Co-op), Industrial Engineering
PAVAC Industries Inc. August 2011 - Present
PAVAC Industries Inc. December 2010 - February 2011
Freedom 55 Financial February 2010 - December 2010
Pullmaster Winch Corporation April 2007 - February 2009
Dhanoa Solutions December 2004 - December 2007
Aptech Precision Machining Inc. August 2006 - April 2007
Orca Specialty Foods Ltd. August 2002 - November 2006
Majestic Auto Ltd. August 1998 - April 2000
Skills
CNC, Industrial Engineering, Mastercam
Education
Thapar Institute of Engineering and Technology 1991 — 1996
B.E.(I.E. Co-op), Industrial Engineering
Jeff Yavis Jeff Yavis's Freedom 55 Financial Experience September 2008 - May 2011
Job Financial Security Advisor at McArthur Financial Services Ltd.
Industry Financial Services
Experience
McArthur Financial Services May 2011 - Present
Quadrus Investment Services Ltd. October 2008 - Present
Freedom 55 Financial September 2008 - May 2011
HED Insurance and Risk Services 2006 - 2008
idc communications 2003 - 2006
Skills
Disability Insurance, Retirement Planning, Wealth Management, Insurance Planning, Financial Planners, Investments, Finance, Life Insurance, Critical Illness, Retirement, Risk Management, Mutual Funds, Wealth, Investment Strategies, Strategic Financial..., Estate Planning
Education
University of Manitoba 2001 — 2006
B. Comm. (Hons.)
McArthur Financial Services May 2011 - Present
Quadrus Investment Services Ltd. October 2008 - Present
Freedom 55 Financial September 2008 - May 2011
HED Insurance and Risk Services 2006 - 2008
idc communications 2003 - 2006
Skills
Disability Insurance, Retirement Planning, Wealth Management, Insurance Planning, Financial Planners, Investments, Finance, Life Insurance, Critical Illness, Retirement, Risk Management, Mutual Funds, Wealth, Investment Strategies, Strategic Financial..., Estate Planning
Education
University of Manitoba 2001 — 2006
B. Comm. (Hons.)
Nadia Garabedian Nadia Garabedian's Freedom 55 Financial Experience 1995 - 1997
Job Owner, Gift Of Nature and Nadia's Gifts
Industry Health, Wellness and Fitness
Experience
TD Insurance Meloche Monnex October 2014 - Present
Gift Of Nature 2008 - Present
Nadia's Gifts 2006 - Present
Allied International Credit Corporation March 2014 - October 2014
BrandVenture Inc. November 2011 - October 2014
Invesco Trimark 2000 - 2006
AIM Trimark Investments 1998 - 2000
AIM Trimark Investments 1997 - 1998
Freedom 55 Financial 1995 - 1997
Skills
Investments, Entrepreneurship, Business Planning, Financial Analysis, Small Business, Nutrition, Research, Leadership, Customer Service, Sales, Management, Coaching, Training, Social Media Marketing, Business Development, Strategy, Marketing
Education
Registered Insurance Brokers of Ontario 2014 — 2014
RIBO Licence, Automobile, Property & Travel Insurance
Investment Funds Institute of Canada 1997 — 1997
Canadian Investments Funds
Life Underwriters Association of Canada 1996 — 1996
Life Insurance, Accident and Illness Insurance Licences
Ryerson University 1991 — 1995
BA, Accounting, Finance, Business Law
Senator O'Connor College School 1986 — 1991
TD Insurance Meloche Monnex October 2014 - Present
Gift Of Nature 2008 - Present
Nadia's Gifts 2006 - Present
Allied International Credit Corporation March 2014 - October 2014
BrandVenture Inc. November 2011 - October 2014
Invesco Trimark 2000 - 2006
AIM Trimark Investments 1998 - 2000
AIM Trimark Investments 1997 - 1998
Freedom 55 Financial 1995 - 1997
Skills
Investments, Entrepreneurship, Business Planning, Financial Analysis, Small Business, Nutrition, Research, Leadership, Customer Service, Sales, Management, Coaching, Training, Social Media Marketing, Business Development, Strategy, Marketing
Education
Registered Insurance Brokers of Ontario 2014 — 2014
RIBO Licence, Automobile, Property & Travel Insurance
Investment Funds Institute of Canada 1997 — 1997
Canadian Investments Funds
Life Underwriters Association of Canada 1996 — 1996
Life Insurance, Accident and Illness Insurance Licences
Ryerson University 1991 — 1995
BA, Accounting, Finance, Business Law
Senator O'Connor College School 1986 — 1991
Clayton Soon Clayton Soon's Freedom 55 Financial Experience June 2015 - Present
Job Financial Security Advisor at Freedom 55 Financial, a Division of London Life Insurance Company
Industry Marketing and Advertising
Experience
Freedom 55 Financial June 2015 - Present
Education
Canadian Securities Institute 2010 — 2010
University of British Columbia 1973 — 1978
BSc (Pharm)
Freedom 55 Financial June 2015 - Present
Education
Canadian Securities Institute 2010 — 2010
University of British Columbia 1973 — 1978
BSc (Pharm)
Josh Wilkinson, B.Comm, CFP, CLU Josh Wilkinson, B.Comm, CFP, CLU's Freedom 55 Financial Experience August 2001 - June 2011
Job Certified Financial Planner at Sagium
Industry Financial Services
Experience
Sagium January 2015 - Present
Vold Financial Group Inc. June 2011 - December 2014
Freedom 55 Financial August 2001 - June 2011
Education
University of Calgary 1996 — 2000
B.Comm, Finance
Sagium January 2015 - Present
Vold Financial Group Inc. June 2011 - December 2014
Freedom 55 Financial August 2001 - June 2011
Education
University of Calgary 1996 — 2000
B.Comm, Finance
Joshua Simpson's Freedom 55 Financial Experience January 2009 - Present
Job Director, Business Development Freedom 55 Financial
Industry Financial Services
Experience
Freedom 55 Financial January 2009 - Present
Freedom 55 Financial May 2004 - Present
Skills
Certified Financial..., Sales Recruitment, Career Development, Strategic Financial..., Finance, Recruiting, Critical Illness, Retirement Planning, Investments, Financial Planners, Insurance, Mutual Funds, Wealth Accumulation, Retirement, Financial Services, Life Insurance, Disability Insurance, Investment Strategies, Wealth, Business Development, Estate Planning, Financial Advisory, Segregated Funds, Time Management, Wealth Management
Education
Financial Planners Standards Council / Advocis 2006 — 2009
CFP, Financial Planning
Southern Alberta Institute of Technology 2001 — 2003
HRM
Point Grey 1998 — 2001
High School
Freedom 55 Financial January 2009 - Present
Freedom 55 Financial May 2004 - Present
Skills
Certified Financial..., Sales Recruitment, Career Development, Strategic Financial..., Finance, Recruiting, Critical Illness, Retirement Planning, Investments, Financial Planners, Insurance, Mutual Funds, Wealth Accumulation, Retirement, Financial Services, Life Insurance, Disability Insurance, Investment Strategies, Wealth, Business Development, Estate Planning, Financial Advisory, Segregated Funds, Time Management, Wealth Management
Education
Financial Planners Standards Council / Advocis 2006 — 2009
CFP, Financial Planning
Southern Alberta Institute of Technology 2001 — 2003
HRM
Point Grey 1998 — 2001
High School
Nick Parnell, CFP®'s Freedom 55 Financial Experience February 2010 - Present
Job CERTIFIED FINANCIAL PLANNER™ www.nickparnell.ca
Industry Financial Services
Experience
Freedom 55 Financial February 2010 - Present
Advocis Vancouver January 2014 - Present
Royal City Track and Field January 2009 - Present
Canadian Insurance Services Regulatory Organizations (CISRO) June 2013 - December 2014
Digital Marketing for Financial Services Forum June 2014 - June 2014
British Columbia Hospice Palliative Care Association Forum 2014 May 2014 - May 2014
Premier Undergraduate and Wesbrook Scholarship Awards Committee February 2013 - April 2013
Skills
Financial Services, Retirement Planning, Small Business, Personal Finance, Life Insurance, Disability Insurance, Critical Illness, Corporate Finance, Investment Strategies, Investment Portfolio, Helping Clients Succeed, Financial Goals, professional referrals, risk mitigation, wealth accumulation, Wealth Accumulation..., Strategic Financial..., Tax Efficiency, Tax minimization, Estate Planning, Risk Management, Wealth Accumulation, Wealth, Investments, Financial Planners, Financial Planning
Education
CFP 2014 — 2015
CFP
South Delta Secondary School
The University of British Columbia
Freedom 55 Financial February 2010 - Present
Advocis Vancouver January 2014 - Present
Royal City Track and Field January 2009 - Present
Canadian Insurance Services Regulatory Organizations (CISRO) June 2013 - December 2014
Digital Marketing for Financial Services Forum June 2014 - June 2014
British Columbia Hospice Palliative Care Association Forum 2014 May 2014 - May 2014
Premier Undergraduate and Wesbrook Scholarship Awards Committee February 2013 - April 2013
Skills
Financial Services, Retirement Planning, Small Business, Personal Finance, Life Insurance, Disability Insurance, Critical Illness, Corporate Finance, Investment Strategies, Investment Portfolio, Helping Clients Succeed, Financial Goals, professional referrals, risk mitigation, wealth accumulation, Wealth Accumulation..., Strategic Financial..., Tax Efficiency, Tax minimization, Estate Planning, Risk Management, Wealth Accumulation, Wealth, Investments, Financial Planners, Financial Planning
Education
CFP 2014 — 2015
CFP
South Delta Secondary School
The University of British Columbia
Eduardo Castaneda Eduardo Castaneda's Freedom 55 Financial Experience 2012 - Present
Job Financial Security Advisor at Freedom 55 Financial
Industry Investment Management
Experience
Freedom 55 Financial 2012 - Present
Daemar Inc. 2007 - 2012
Webprints Inc. 2005 - 2007
Future Shop 2002 - 2004
Sun Microsystems 1998 - 2001
Skills
Business Strategy, Investments, Business Development, Portfolio Management, Strategic Financial..., Sales, Entrepreneurship, Financial Planners, Insurance, Critical Illness, Retirement Planning, Retirement, Disability Insurance, Mutual Funds, Investment Strategies, Estate Planning, Wealth, Investment Advisory, Life Insurance, Wealth Management, Financial Advisory, Term Life Insurance, Personal Financial..., Asset Allocation, Securities, Financial Services, Segregated Funds, Fixed Annuities, Finance, Small Business, Financial Planning
Education
Universidad Santo Tomás
Bachelor's degree, Economics
Universidad Catolica de Manizales 1999 — 2001
Specialist in Sales and Marketing
University of Cambridge,
The Judge Institute of Management Studies
Ryerson University. Toronto
Freedom 55 Financial 2012 - Present
Daemar Inc. 2007 - 2012
Webprints Inc. 2005 - 2007
Future Shop 2002 - 2004
Sun Microsystems 1998 - 2001
Skills
Business Strategy, Investments, Business Development, Portfolio Management, Strategic Financial..., Sales, Entrepreneurship, Financial Planners, Insurance, Critical Illness, Retirement Planning, Retirement, Disability Insurance, Mutual Funds, Investment Strategies, Estate Planning, Wealth, Investment Advisory, Life Insurance, Wealth Management, Financial Advisory, Term Life Insurance, Personal Financial..., Asset Allocation, Securities, Financial Services, Segregated Funds, Fixed Annuities, Finance, Small Business, Financial Planning
Education
Universidad Santo Tomás
Bachelor's degree, Economics
Universidad Catolica de Manizales 1999 — 2001
Specialist in Sales and Marketing
University of Cambridge,
The Judge Institute of Management Studies
Ryerson University. Toronto
Daniel Carroll's Freedom 55 Financial Experience January 2015 - Present
Job Financial Advisor at Freedom 55 Financial
Industry Financial Services
Experience
Freedom 55 Financial January 2015 - Present
MDAC (Granite Group) December 2012 - November 2014
Granite Claims Solutions (Granite Group) July 2012 - December 2012
Henderson Structured Settlements (Granite Group) October 2008 - July 2012
Mondius Inc 2004 - 2008
Department of Foreign Affairs and International Trade 2005 - 2006
Trade Chile 2003 - 2004
Skills
Strategic Planning, Business Planning, Analysis, Market Research, Negotiation, Leadership, Policy, Customer Service, Public Speaking, Business Strategy, Sales, Government, Project Planning, Strategic Communications, Contract Negotiation, Direct Marketing, Research, Team Building, Digital Marketing, Fundraising, Event Planning, Event Management, Team Leadership, Strategy, Management, French, Spanish, Online Marketing, Marketing Communications, Microsoft Office, English, International Marketing, International Trade, Business Analysis, Corporate Communications, Insurance, Foreign Investment, Problem Solving, Writing, International Business, Strategy Development, Performance Measurement, Report Writing, Customer Relations, Financial Planning, Financial Analysis, Risk Management, Financial Markets, Financial Risk..., Financial Services
Education
Saint Mary's University
B.Comm., Marketing, Valedictorian
Freedom 55 Financial January 2015 - Present
MDAC (Granite Group) December 2012 - November 2014
Granite Claims Solutions (Granite Group) July 2012 - December 2012
Henderson Structured Settlements (Granite Group) October 2008 - July 2012
Mondius Inc 2004 - 2008
Department of Foreign Affairs and International Trade 2005 - 2006
Trade Chile 2003 - 2004
Skills
Strategic Planning, Business Planning, Analysis, Market Research, Negotiation, Leadership, Policy, Customer Service, Public Speaking, Business Strategy, Sales, Government, Project Planning, Strategic Communications, Contract Negotiation, Direct Marketing, Research, Team Building, Digital Marketing, Fundraising, Event Planning, Event Management, Team Leadership, Strategy, Management, French, Spanish, Online Marketing, Marketing Communications, Microsoft Office, English, International Marketing, International Trade, Business Analysis, Corporate Communications, Insurance, Foreign Investment, Problem Solving, Writing, International Business, Strategy Development, Performance Measurement, Report Writing, Customer Relations, Financial Planning, Financial Analysis, Risk Management, Financial Markets, Financial Risk..., Financial Services
Education
Saint Mary's University
B.Comm., Marketing, Valedictorian
Jordan Straight Jordan Straight's Freedom 55 Financial Experience December 2012 - Present
Job Financial Security Advisor at Freedom 55 Financial
Industry Financial Services
Experience
Freedom 55 Financial December 2012 - Present
TD September 2009 - December 2012
Skills
Credit, Risk Management, Financial Services, Mutual Funds, Relationship Management, Portfolio Management, Customer Service, Insurance, Credit Cards, Call Centers
Education
University of Ottawa / Université d'Ottawa
Freedom 55 Financial December 2012 - Present
TD September 2009 - December 2012
Skills
Credit, Risk Management, Financial Services, Mutual Funds, Relationship Management, Portfolio Management, Customer Service, Insurance, Credit Cards, Call Centers
Education
University of Ottawa / Université d'Ottawa
Aaron MacDonald Aaron MacDonald's Freedom 55 Financial Experience 2006 - 2007
Job Wealth and Estate Management: Investment Planning, Tax Planning & Asset Protection Planning.
Industry Financial Services
Experience
Foxgrove Benefit Consulting January 2007 - Present
Freedom 55 Financial 2006 - 2007
Skills
Investment Management, Estate Planning, Retirement Planning, Tax Planning Strategies, Business Succession..., Registered Education..., Life Insurance, Critical Illness..., Disability Insurance, Corporate Asset Transfer, Travel Insurance, Health Insurance, Portfolio Optimization, Business Transition..., Estate Tax Planning, Succession Planning, Financial Planners, Investments, Pensions, Financial Advisory
Education
Saint Mary's University 2002 — 2006
B. Comm, Finance
Dartmouth High School 1999 — 2002
High School, High School/Secondary Diplomas and Certificates
Foxgrove Benefit Consulting January 2007 - Present
Freedom 55 Financial 2006 - 2007
Skills
Investment Management, Estate Planning, Retirement Planning, Tax Planning Strategies, Business Succession..., Registered Education..., Life Insurance, Critical Illness..., Disability Insurance, Corporate Asset Transfer, Travel Insurance, Health Insurance, Portfolio Optimization, Business Transition..., Estate Tax Planning, Succession Planning, Financial Planners, Investments, Pensions, Financial Advisory
Education
Saint Mary's University 2002 — 2006
B. Comm, Finance
Dartmouth High School 1999 — 2002
High School, High School/Secondary Diplomas and Certificates
Faru Chen Faru Chen's Freedom 55 Financial Experience July 2010 - July 2010
Job Senior Premium Banker at HSBC
Industry Banking
Experience
HSBC Retail Banking and Wealth Management July 2015 - Present
HSBC December 2013 - Present
HSBC August 2012 - December 2013
Freedom 55 Financial July 2010 - July 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, fortran, Fortran 95, iWork, Mac OS X, Unix
Education
University College London, U. of London
Bachelor of Science (BSc), Mathematics with Economics, Second class (upper)
Bradfield College 2005 — 2007
HSBC Retail Banking and Wealth Management July 2015 - Present
HSBC December 2013 - Present
HSBC August 2012 - December 2013
Freedom 55 Financial July 2010 - July 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, fortran, Fortran 95, iWork, Mac OS X, Unix
Education
University College London, U. of London
Bachelor of Science (BSc), Mathematics with Economics, Second class (upper)
Bradfield College 2005 — 2007
Erli Qiao Erli Qiao's Freedom 55 Financial Experience September 2011 - September 2012
Job Financial Service Representative at TD
Industry Financial Services
Experience
HSBC 2014 - Present
TD October 2012 - September 2014
Freedom 55 Financial September 2011 - September 2012
Skills
Strategic Financial..., Risk Management, Financial Services, Portfolio Management, Mortgage Lending, Retirement Planning, Investments, Wealth Management, Banking, Credit, Mutual Funds, Financial Analysis, Analysis, Loans
Education
The University of Winnipeg 2005 — 2008
BBA, Business Administrative studies & Economics
HSBC 2014 - Present
TD October 2012 - September 2014
Freedom 55 Financial September 2011 - September 2012
Skills
Strategic Financial..., Risk Management, Financial Services, Portfolio Management, Mortgage Lending, Retirement Planning, Investments, Wealth Management, Banking, Credit, Mutual Funds, Financial Analysis, Analysis, Loans
Education
The University of Winnipeg 2005 — 2008
BBA, Business Administrative studies & Economics
Pallavi Choyikandi Pallavi Choyikandi's Freedom 55 Financial Experience November 2011 - Present
Job Investment representative at Quadrus Investment services.
Industry Banking
Experience
Freedom 55 Financial November 2011 - Present
Quadrus Investment services. November 2011 - Present
Volunteer MBC March 2011 - May 2011
The Kapol co-op Bank 2007 - 2010
The Kapol Co - op Bank 2005 - 2007
The Kapol Co-Op Bank 2003 - 2005
The Kapol Co-op Bank 2001 - 2003
Skills
Mutual Funds, Investments, Securities, Strategic Financial..., Risk Management, Financial Analysis, Wealth Management
Education
Ryerson University 2011 — 2011
Certification, Business Law
Everest College 2010 — 2011
Diploma, Banking & Finance
Mumbai University 1987 — 1989
B.Comm., Finance, Accounting, Economics
Freedom 55 Financial November 2011 - Present
Quadrus Investment services. November 2011 - Present
Volunteer MBC March 2011 - May 2011
The Kapol co-op Bank 2007 - 2010
The Kapol Co - op Bank 2005 - 2007
The Kapol Co-Op Bank 2003 - 2005
The Kapol Co-op Bank 2001 - 2003
Skills
Mutual Funds, Investments, Securities, Strategic Financial..., Risk Management, Financial Analysis, Wealth Management
Education
Ryerson University 2011 — 2011
Certification, Business Law
Everest College 2010 — 2011
Diploma, Banking & Finance
Mumbai University 1987 — 1989
B.Comm., Finance, Accounting, Economics
Len Goodman CFP, FMA, B.Sc. Len Goodman CFP, FMA, B.Sc.'s Freedom 55 Financial Experience March 2006 - July 2007
Job Financial Consultant at Investors Group
Industry Insurance
Experience
Investors Group November 2013 - Present
ATB Insurance Advisors Inc. March 2010 - October 2013
Fort Saskatchewan community Hospital Foundation January 2011 - October 2012
CIBC Wood Gundy July 2007 - October 2009
Freedom 55 Financial March 2006 - July 2007
Investors Group Financial Services Inc. October 1997 - September 2005
Skills
Certified Financial..., Estate Planning, Life & Health Insurance..., Mutual Funds, Investments, Disability Insurance, Insurance, Recruiting, Wealth, Long-term Care, Pensions, High Net Worth..., Retirement Planning, Wealth Management, Financial Management..., Analytic Problem Solving, Communication, Passionate about work, Buy-sell Agreements, Tax Advisory, Residential Mortgages, Succession Planning, Employee Benefits, Business Understanding, Strategic Financial..., Debt Restructuring, Group Insurance, Financial Services, Life Insurance, Financial Advisory, Critical Illness, Investment Advisory, Retirement
Education
University of Manitoba 1984 — 1989
B.Sc., Mathematics, Statistics, Economics
University of Manitoba
Bachelor of Science (BSc), Econometrics and Quantitative Economics
Investors Group November 2013 - Present
ATB Insurance Advisors Inc. March 2010 - October 2013
Fort Saskatchewan community Hospital Foundation January 2011 - October 2012
CIBC Wood Gundy July 2007 - October 2009
Freedom 55 Financial March 2006 - July 2007
Investors Group Financial Services Inc. October 1997 - September 2005
Skills
Certified Financial..., Estate Planning, Life & Health Insurance..., Mutual Funds, Investments, Disability Insurance, Insurance, Recruiting, Wealth, Long-term Care, Pensions, High Net Worth..., Retirement Planning, Wealth Management, Financial Management..., Analytic Problem Solving, Communication, Passionate about work, Buy-sell Agreements, Tax Advisory, Residential Mortgages, Succession Planning, Employee Benefits, Business Understanding, Strategic Financial..., Debt Restructuring, Group Insurance, Financial Services, Life Insurance, Financial Advisory, Critical Illness, Investment Advisory, Retirement
Education
University of Manitoba 1984 — 1989
B.Sc., Mathematics, Statistics, Economics
University of Manitoba
Bachelor of Science (BSc), Econometrics and Quantitative Economics
Carlos Maximiliano Carlos Maximiliano's Freedom 55 Financial Experience December 2010 - August 2011
Job Store Sales Manager at trouille et citrouille
Industry Financial Services
Experience
Credico Marketing August 2014 - Present
trouille et citrouille October 2013 - Present
L'envol des Langues August 2012 - Present
business owner August 2011 - January 2013
QUADRUS December 2011 - August 2012
Freedom 55 Financial December 2010 - August 2011
Industrielle Alliance August 2009 - November 2009
RBC September 2006 - January 2009
Skills
Business Planning, Business Strategy, Mutual Funds, Retirement Planning, Wealth Management, Strategic Financial..., Mortgage Lending, Investments, Retirement, Portfolio Management, Estate Planning, Investment Strategies, Financial Advisory, Disability Insurance, Credit
Education
Champlain College Saint-Lambert 2012 — 2012
English Language and Literature/Letters
Investment Funds Institute of Canada (IFSE ) 2010 — 2010
Licentiate in Mutual Funds, Investments and Securities
Autorité des Marches Financières (AMF) 2005 — 2006
Licentiate in Financial Security Advisor, Finance, General
CEGEP-Saint-Hyacinthe 2005 — 2005
AEC, Assurance Dommage des Particuliers
Université de Montréal 2003 — 2004
French Language and Literature
Institute of Business Administration Peru 1989 — 1993
Business Administration, Administration, DEC Administration,Commerce et Informatique au Québec
Credico Marketing August 2014 - Present
trouille et citrouille October 2013 - Present
L'envol des Langues August 2012 - Present
business owner August 2011 - January 2013
QUADRUS December 2011 - August 2012
Freedom 55 Financial December 2010 - August 2011
Industrielle Alliance August 2009 - November 2009
RBC September 2006 - January 2009
Skills
Business Planning, Business Strategy, Mutual Funds, Retirement Planning, Wealth Management, Strategic Financial..., Mortgage Lending, Investments, Retirement, Portfolio Management, Estate Planning, Investment Strategies, Financial Advisory, Disability Insurance, Credit
Education
Champlain College Saint-Lambert 2012 — 2012
English Language and Literature/Letters
Investment Funds Institute of Canada (IFSE ) 2010 — 2010
Licentiate in Mutual Funds, Investments and Securities
Autorité des Marches Financières (AMF) 2005 — 2006
Licentiate in Financial Security Advisor, Finance, General
CEGEP-Saint-Hyacinthe 2005 — 2005
AEC, Assurance Dommage des Particuliers
Université de Montréal 2003 — 2004
French Language and Literature
Institute of Business Administration Peru 1989 — 1993
Business Administration, Administration, DEC Administration,Commerce et Informatique au Québec
Adam Stephanson, CFP Adam Stephanson, CFP's Freedom 55 Financial Experience August 2005 - Present
Job Certified Financial Planner at Freedom 55 Financial
Industry Financial Services
Experience
Freedom 55 Financial August 2005 - Present
Quadrus Investment Services Ltd. August 2005 - Present
Freedom 55 Financial August 2005 - Present
Skills
Employee Benefits, Life Insurance, Disability Insurance, Critical Illness, Retirement Planning, Wealth Management
Education
The University of British Columbia 2001 — 2003
BA, Sociology
Prince of Wales High School 1992 — 1996
Freedom 55 Financial August 2005 - Present
Quadrus Investment Services Ltd. August 2005 - Present
Freedom 55 Financial August 2005 - Present
Skills
Employee Benefits, Life Insurance, Disability Insurance, Critical Illness, Retirement Planning, Wealth Management
Education
The University of British Columbia 2001 — 2003
BA, Sociology
Prince of Wales High School 1992 — 1996
Blair Smith, CFP, CLU, CH.F.C., TEP's Freedom 55 Financial Experience June 1996 - October 2001
Job Regional Director, Gold Key Advisor Practices, GreatWest Life
Industry Financial Services
Experience
Great-West Life May 2010 - Present
Great-West Life 2010 - 2013
ScotiaMcLeod November 2008 - May 2010
Great-West Life November 2001 - October 2008
Freedom 55 Financial June 1996 - October 2001
London Life May 1992 - May 1996
Skills
Financial Advisory, Insurance, Life Insurance, Employee Benefits, Financial Services, Wealth, Retirement Planning, Critical Illness, Retirement, Financial Planners, Business Strategy, Wealth Management, Disability Insurance, Investments, Pensions, Certified Financial..., Financial Planning
Education
University of Manitoba 1987 — 1992
B.Comm(Hons)
Great-West Life May 2010 - Present
Great-West Life 2010 - 2013
ScotiaMcLeod November 2008 - May 2010
Great-West Life November 2001 - October 2008
Freedom 55 Financial June 1996 - October 2001
London Life May 1992 - May 1996
Skills
Financial Advisory, Insurance, Life Insurance, Employee Benefits, Financial Services, Wealth, Retirement Planning, Critical Illness, Retirement, Financial Planners, Business Strategy, Wealth Management, Disability Insurance, Investments, Pensions, Certified Financial..., Financial Planning
Education
University of Manitoba 1987 — 1992
B.Comm(Hons)
Scott Melee Scott Melee's Freedom 55 Financial Experience November 2012 - Present
Job Financial Security Advisor
Industry Financial Services
Experience
Freedom 55 Financial November 2012 - Present
Accellos February 2006 - January 2012
eBridge Connections August 1998 - January 2006
RBC August 1991 - July 1998
Skills
Solution Selling, Enterprise Software, SaaS, Salesforce.com, Lead Generation, CRM, Cloud Computing, Sales Process, Direct Sales, Account Management, Business Intelligence, Partner Management, Microsoft CRM, Software Industry, Channel Partners, Strategic Partnerships, New Business Development, ERP, Sales Management, B2B, Business Development, Product Marketing, Professional Services, Selling, Management, Sales
Education
Sheridan College 1989 — 1994
Degree, Business Marketing
Sheridan College 1988 — 1991
Business Marketing
Ernest C. Drury High School 1984 — 1989
High School Diploma
Freedom 55 Financial November 2012 - Present
Accellos February 2006 - January 2012
eBridge Connections August 1998 - January 2006
RBC August 1991 - July 1998
Skills
Solution Selling, Enterprise Software, SaaS, Salesforce.com, Lead Generation, CRM, Cloud Computing, Sales Process, Direct Sales, Account Management, Business Intelligence, Partner Management, Microsoft CRM, Software Industry, Channel Partners, Strategic Partnerships, New Business Development, ERP, Sales Management, B2B, Business Development, Product Marketing, Professional Services, Selling, Management, Sales
Education
Sheridan College 1989 — 1994
Degree, Business Marketing
Sheridan College 1988 — 1991
Business Marketing
Ernest C. Drury High School 1984 — 1989
High School Diploma
Grant Whitely's Freedom 55 Financial Experience March 2011 - March 2012
Job Sales Representative at OutRank by Rogers
Industry Telecommunications
Experience
Rogers OutRank April 2012 - Present
Freedom 55 Financial March 2011 - March 2012
Skills
Account Management, Salesforce.com, Direct Sales, Cold Calling, Sales, B2B, Energy, Dental Marketing, SMB Sales, Team Leadership
Education
University of Guelph 2006 — 2010
B Comm, Marketing Mangement
Rogers OutRank April 2012 - Present
Freedom 55 Financial March 2011 - March 2012
Skills
Account Management, Salesforce.com, Direct Sales, Cold Calling, Sales, B2B, Energy, Dental Marketing, SMB Sales, Team Leadership
Education
University of Guelph 2006 — 2010
B Comm, Marketing Mangement
Bill Aaroe Bill Aaroe's Freedom 55 Financial Experience October 2001 - March 2010
Job owner
Industry Consumer Goods
Experience
The 'A' List Agency March 2013 - Present
'A' List Refreshments April 2012 - Present
'A' List Marketing Services April 2010 - Present
The Brick September 2010 - March 2012
Freedom 55 Financial October 2001 - March 2010
The 'A' List Agency August 1995 - June 2001
Noritake Canada Ltd January 1987 - May 1995
Noritake Canada Ltd April 1981 - December 1986
Noritake Canada Ltd January 1976 - March 1981
Skills
Client Relationship..., Inventory Management, Team Leadership, Retail, Insurance, Wholesale Sales, Merchandising, Sales Trend Analysis, CRM, Public Speaking, Training, Wholesale, Leadership, Contract Negotiation, Customer Service, Management, Sales, Marketing, Competitive Analysis, Time Management, Project Planning, Program Management, Sales Operations, Team Building, Selling, Sales Management, Business Planning, Marketing Communications, Marketing Strategy, Small Business
Education
University of Manitoba 1984 — 1986
not completed, Business Administration
York University 1979 — 1981
MBA program, Business Administration
University of Toronto 1978 — 1979
MA program, Archaeology
University of Toronto at Scarborough 1974 — 1978
BSc, Anthropology/Biology
Sir Winston Churchill Senior Secondary 1970 — 1974
High school, general
The 'A' List Agency March 2013 - Present
'A' List Refreshments April 2012 - Present
'A' List Marketing Services April 2010 - Present
The Brick September 2010 - March 2012
Freedom 55 Financial October 2001 - March 2010
The 'A' List Agency August 1995 - June 2001
Noritake Canada Ltd January 1987 - May 1995
Noritake Canada Ltd April 1981 - December 1986
Noritake Canada Ltd January 1976 - March 1981
Skills
Client Relationship..., Inventory Management, Team Leadership, Retail, Insurance, Wholesale Sales, Merchandising, Sales Trend Analysis, CRM, Public Speaking, Training, Wholesale, Leadership, Contract Negotiation, Customer Service, Management, Sales, Marketing, Competitive Analysis, Time Management, Project Planning, Program Management, Sales Operations, Team Building, Selling, Sales Management, Business Planning, Marketing Communications, Marketing Strategy, Small Business
Education
University of Manitoba 1984 — 1986
not completed, Business Administration
York University 1979 — 1981
MBA program, Business Administration
University of Toronto 1978 — 1979
MA program, Archaeology
University of Toronto at Scarborough 1974 — 1978
BSc, Anthropology/Biology
Sir Winston Churchill Senior Secondary 1970 — 1974
High school, general
Hasan Davar Hasan Davar's Freedom 55 Financial Experience January 2010 - Present
Job Financial Security Advisor at Freedom 55 Financial
Industry Financial Services
Experience
Freedom 55 Financial January 2010 - Present
Education
Syracuse University 1979 — 1984
Syracuse University - Martin J. Whitman School of Management
Finance and Marketing
Freedom 55 Financial January 2010 - Present
Education
Syracuse University 1979 — 1984
Syracuse University - Martin J. Whitman School of Management
Finance and Marketing
Dave Koets Dave Koets's Freedom 55 Financial Experience August 2007 - March 2010
Job Business Development Manager
Industry Renewables & Environment
Experience
Enfinity September 2010 - Present
Freedom 55 Financial August 2007 - March 2010
Education
University of Ottawa 2000 — 2004
Arts, English, History
Enfinity September 2010 - Present
Freedom 55 Financial August 2007 - March 2010
Education
University of Ottawa 2000 — 2004
Arts, English, History
Patrick Louie's Freedom 55 Financial Experience December 2009 - April 2012
Job CoFounder | Healthcare Funding Consultant at LivingWell Healthcare Funding Solutions
Industry Financial Services
Experience
LivingWell Healthcare Funding Solutions August 2015 - Present
Desjardins Financial Security Independent Network November 2012 - August 2015
Freedom 55 Financial December 2009 - April 2012
AMEC November 2003 - October 2008
Skills
Coaching, Strategic Financial..., Retirement Planning, Investments, Business Planning, Retirement, Financial Planners, Wealth, Securities, Critical Illness, Investment Strategies, Disability Insurance, Financial Advisory, Financial Planning
Education
The University of British Columbia 1996 — 2000
B.A.Sc., Metals and Materials Engineering
LivingWell Healthcare Funding Solutions August 2015 - Present
Desjardins Financial Security Independent Network November 2012 - August 2015
Freedom 55 Financial December 2009 - April 2012
AMEC November 2003 - October 2008
Skills
Coaching, Strategic Financial..., Retirement Planning, Investments, Business Planning, Retirement, Financial Planners, Wealth, Securities, Critical Illness, Investment Strategies, Disability Insurance, Financial Advisory, Financial Planning
Education
The University of British Columbia 1996 — 2000
B.A.Sc., Metals and Materials Engineering
Jean-Pierre Patry Jean-Pierre Patry's Freedom 55 Financial Experience April 2015 - Present
Job
Industry Retail
Experience
Freedom 55 Financial April 2015 - Present
Quadrus Investment Services Ltd. April 2015 - Present
Education
University of Ottawa 1994 — 1996
Master of Business Administration (MBA)
University of Ottawa 1988 — 1989
B.S.Sc.
University of Ottawa 1985 — 1988
BSc
Freedom 55 Financial April 2015 - Present
Quadrus Investment Services Ltd. April 2015 - Present
Education
University of Ottawa 1994 — 1996
Master of Business Administration (MBA)
University of Ottawa 1988 — 1989
B.S.Sc.
University of Ottawa 1985 — 1988
BSc
Elaine Lau Elaine Lau's Freedom 55 Financial Experience May 2007 - January 2008
Job Account Management at Broadridge Financial Solutions
Industry Financial Services
Experience
Broadridge Financial Solutions December 2013 - Present
Elaine Lau Private Music Studio January 2000 - Present
DLD Financial Group Ltd. November 2011 - December 2013
DLD Financial Group Ltd. January 2008 - November 2011
Freedom 55 Financial May 2007 - January 2008
Skills
Strategic Planning, Event Planning, Customer Service, Microsoft Office, Public Speaking, Social Media, Teaching, Event Management
Education
The University of British Columbia / UBC 2003 — 2007
Bachelor's Degree
Broadridge Financial Solutions December 2013 - Present
Elaine Lau Private Music Studio January 2000 - Present
DLD Financial Group Ltd. November 2011 - December 2013
DLD Financial Group Ltd. January 2008 - November 2011
Freedom 55 Financial May 2007 - January 2008
Skills
Strategic Planning, Event Planning, Customer Service, Microsoft Office, Public Speaking, Social Media, Teaching, Event Management
Education
The University of British Columbia / UBC 2003 — 2007
Bachelor's Degree
Marcus Tam Marcus Tam's Freedom 55 Financial Experience May 2012 - August 2012
Job Finance & Accounting Associate at GQR Global Markets
Industry Staffing and Recruiting
Experience
GQR Global Markets September 2013 - Present
Crowe Horwath July 2013 - August 2013
Freedom 55 Financial May 2012 - August 2012
Colonial Goods June 2010 - August 2012
Skills
Asset Management, Finance, Fashion, Public Speaking, Hedge Funds, Financial Recruiting, Private Equity, Microsoft Excel, Microsoft Word, PowerPoint, Research, Event Planning, Market Research, Econometrics, Eviews, Experimental Economics, Financial Econometrics, Data Analysis, Customer Service, Financial Analysis
Education
University of San Francisco 2009 — 2013
Bachelor's degree, Economics, Finance Concentrate
King George V School 2003 — 2010
International Baccalaureate Program
GQR Global Markets September 2013 - Present
Crowe Horwath July 2013 - August 2013
Freedom 55 Financial May 2012 - August 2012
Colonial Goods June 2010 - August 2012
Skills
Asset Management, Finance, Fashion, Public Speaking, Hedge Funds, Financial Recruiting, Private Equity, Microsoft Excel, Microsoft Word, PowerPoint, Research, Event Planning, Market Research, Econometrics, Eviews, Experimental Economics, Financial Econometrics, Data Analysis, Customer Service, Financial Analysis
Education
University of San Francisco 2009 — 2013
Bachelor's degree, Economics, Finance Concentrate
King George V School 2003 — 2010
International Baccalaureate Program
Cheryl Peng's Freedom 55 Financial Experience
Job Financial Security Advisor at Freedom 55 Financial
Industry Financial Services
Experience
Freedom 55 Financial
Skills
Investments, Financial Planning, Retirement Planning, Mutual Funds, Insurance, Wealth Management, Risk Management, Retirement, Finance, Life Insurance
Education
Ryerson University 2010 — 2013
Bachelor’s Degree, Psychology
Freedom 55 Financial
Skills
Investments, Financial Planning, Retirement Planning, Mutual Funds, Insurance, Wealth Management, Risk Management, Retirement, Finance, Life Insurance
Education
Ryerson University 2010 — 2013
Bachelor’s Degree, Psychology
Alfonso Movilla Alfonso Movilla's Freedom 55 Financial Experience August 2001 - November 2002
Job District Vice President at Scotiabank
Industry Banking
Experience
Scotiabank April 2015 - Present
TD October 2011 - April 2015
TD March 2010 - October 2011
TD January 2009 - March 2010
RBC September 2005 - January 2009
RBC November 2002 - September 2005
Freedom 55 Financial August 2001 - November 2002
Skills
Business Strategy, Banking, Investments, Retail Banking, Mutual Funds, Loans, Mortgage Lending, Relationship Management, Insurance, Financial Services, Leadership, Sales, Wealth Management, Finance, Credit, Management
Education
University of Ottawa / Université d'Ottawa 1992 — 1995
Bachelor of Social Sciences, Political Science and Sociology
Ashbury College 1985 — 1991
Highschool
Scotiabank April 2015 - Present
TD October 2011 - April 2015
TD March 2010 - October 2011
TD January 2009 - March 2010
RBC September 2005 - January 2009
RBC November 2002 - September 2005
Freedom 55 Financial August 2001 - November 2002
Skills
Business Strategy, Banking, Investments, Retail Banking, Mutual Funds, Loans, Mortgage Lending, Relationship Management, Insurance, Financial Services, Leadership, Sales, Wealth Management, Finance, Credit, Management
Education
University of Ottawa / Université d'Ottawa 1992 — 1995
Bachelor of Social Sciences, Political Science and Sociology
Ashbury College 1985 — 1991
Highschool
Daniel Wolfson, B.Sc. CHS Daniel Wolfson, B.Sc. CHS's Freedom 55 Financial Experience January 2004 - April 2009
Job Account Manager at BenefitDeck Consulting Ltd.
Industry Insurance
Experience
BenefitDeck Consulting Ltd. May 2015 - Present
Pacific Blue Cross January 2015 - May 2015
BFP Bajus Financial Partners Ltd. March 2009 - January 2015
Freedom 55 Financial January 2004 - April 2009
Vancouver Hebrew Academy 2006 - 2009
Banyan WorkHealth Solutions January 2003 - December 2003
Back in Motion Rehab March 1999 - December 2003
Skills
Employee Benefits, Business Development, Negotiation, Account Management, Strategy, Sales, Insurance, Management, Performance Management, Coaching, Strategic Financial..., Finance, Recruiting, Employee Relations, Leadership, Time Management, Human Resources, Consulting, Training, Management Consulting, Leadership Development, Business Planning, Strategic Planning, Small Business, Employee Engagement, Talent Acquisition, Benefits Administration, Succession Planning, Organizational..., Organizational..., Employee Training, Customer Service, CRM, New Business Development, Team Building, Health Insurance, Public Speaking, Analysis, Disability Insurance, Marketing Strategy, Marketing, Business Strategy, Sales Management, Social Media
Education
Simon Fraser University 1990 — 1995
B.Sc., Kinesiology
BenefitDeck Consulting Ltd. May 2015 - Present
Pacific Blue Cross January 2015 - May 2015
BFP Bajus Financial Partners Ltd. March 2009 - January 2015
Freedom 55 Financial January 2004 - April 2009
Vancouver Hebrew Academy 2006 - 2009
Banyan WorkHealth Solutions January 2003 - December 2003
Back in Motion Rehab March 1999 - December 2003
Skills
Employee Benefits, Business Development, Negotiation, Account Management, Strategy, Sales, Insurance, Management, Performance Management, Coaching, Strategic Financial..., Finance, Recruiting, Employee Relations, Leadership, Time Management, Human Resources, Consulting, Training, Management Consulting, Leadership Development, Business Planning, Strategic Planning, Small Business, Employee Engagement, Talent Acquisition, Benefits Administration, Succession Planning, Organizational..., Organizational..., Employee Training, Customer Service, CRM, New Business Development, Team Building, Health Insurance, Public Speaking, Analysis, Disability Insurance, Marketing Strategy, Marketing, Business Strategy, Sales Management, Social Media
Education
Simon Fraser University 1990 — 1995
B.Sc., Kinesiology
Frank Loduca's Freedom 55 Financial Experience July 2013 - October 2014
Job Mortgage Specialist
Industry Consumer Services
Experience
Top Mortgages November 2014 - Present
Freedom 55 Financial July 2013 - October 2014
Global June 2006 - August 2010
Skills
Quick learner, Experienced Team Leader, Outstanding ability to..., Troubleshooting, Problem Solving, Electronics, Customer Relations, Always Punctual, Work Ethic, Organizational..., Leadership, Customer Service, Microsoft Office, Teamwork, Microsoft Excel, Process Improvement, Strategic Planning, Call Center, Project Planning, Outlook, Credit Scoring, Social Networking, Project Management, Debt Management, Team Building, Operations Management, Negotiation, Team Leadership, Debt Settlement, Microsoft Word, Credit Cards, Coaching, Management, Sales, Call Centers, Loans, Credit, Team Management, Accounts Receivable, Finance, Executive Management, Banking, Skip Tracing, Risk Management, Credit Risk, Mortgage Lending, Analysis
Education
Seneca College of Applied Arts and Technology 2010 — 2012
Finance and Financial Management Services
Gary Vickrey Leadership Program 2009 — 2010
Leadership Program, Course
Top Mortgages November 2014 - Present
Freedom 55 Financial July 2013 - October 2014
Global June 2006 - August 2010
Skills
Quick learner, Experienced Team Leader, Outstanding ability to..., Troubleshooting, Problem Solving, Electronics, Customer Relations, Always Punctual, Work Ethic, Organizational..., Leadership, Customer Service, Microsoft Office, Teamwork, Microsoft Excel, Process Improvement, Strategic Planning, Call Center, Project Planning, Outlook, Credit Scoring, Social Networking, Project Management, Debt Management, Team Building, Operations Management, Negotiation, Team Leadership, Debt Settlement, Microsoft Word, Credit Cards, Coaching, Management, Sales, Call Centers, Loans, Credit, Team Management, Accounts Receivable, Finance, Executive Management, Banking, Skip Tracing, Risk Management, Credit Risk, Mortgage Lending, Analysis
Education
Seneca College of Applied Arts and Technology 2010 — 2012
Finance and Financial Management Services
Gary Vickrey Leadership Program 2009 — 2010
Leadership Program, Course
Kevin Hayes Kevin Hayes's Freedom 55 Financial Experience May 2014 - Present
Job Director of Business Development at Freedom 55 Financial
Industry Financial Services
Experience
Freedom 55 Financial May 2014 - Present
Freedom 55 Financial September 2010 - Present
Maples of Ballantrae Golf Club April 2006 - August 2010
Skills
Strategic Financial..., Entrepreneurship, Finance, Disability Insurance, Critical Illness, Insurance, Retirement Planning, Wealth, Life Insurance, Account Management, Small Business, Mutual Funds, Estate Planning, Investments, Retirement, Wealth Management, New Business Development, Business Strategy, Fixed Annuities, Financial Planners, Risk Management, Sales Management, Term Life Insurance, Coaching, Financial Analysis, Health Insurance, Asset Management, Portfolio Management, Mortgage Lending, Financial Services, Long-term Care, Employee Benefits, Financial Advisory, Financial Planning, Foreign Affairs, Relationship Building, Golf
Education
University of Guelph 2006 — 2010
Bachelor of Commerce, Honours in Hospitality and Tourism Management
Freedom 55 Financial May 2014 - Present
Freedom 55 Financial September 2010 - Present
Maples of Ballantrae Golf Club April 2006 - August 2010
Skills
Strategic Financial..., Entrepreneurship, Finance, Disability Insurance, Critical Illness, Insurance, Retirement Planning, Wealth, Life Insurance, Account Management, Small Business, Mutual Funds, Estate Planning, Investments, Retirement, Wealth Management, New Business Development, Business Strategy, Fixed Annuities, Financial Planners, Risk Management, Sales Management, Term Life Insurance, Coaching, Financial Analysis, Health Insurance, Asset Management, Portfolio Management, Mortgage Lending, Financial Services, Long-term Care, Employee Benefits, Financial Advisory, Financial Planning, Foreign Affairs, Relationship Building, Golf
Education
University of Guelph 2006 — 2010
Bachelor of Commerce, Honours in Hospitality and Tourism Management
Danny DeCicco's Freedom 55 Financial Experience June 2012 - June 2013
Job Manager, PreOwned Business Office/ Assistant Sales Manager PreOwned Division
Industry Automotive
Experience
Serpa BMW July 2015 - Present
Konica Minolta Business Solutions Canada October 2014 - July 2015
Konica Minolta Business Solutions Canada October 2014 - July 2015
Serpa BMW September 2013 - June 2014
Freedom 55 Financial June 2012 - June 2013
Scotiabank January 2011 - May 2012
Skills
Negotiation, Credibility, Public Speaking, Knowledge Base, Trust, Vehicles, Financial Analysis, Risk Management, Team Leadership, Sales, Customer Service, Financial Planners
Education
Seneca College of Applied Arts and Technology 2007 — 2010
Bachelor of Business Administration (BBA), Business/Commerce, General
Serpa BMW July 2015 - Present
Konica Minolta Business Solutions Canada October 2014 - July 2015
Konica Minolta Business Solutions Canada October 2014 - July 2015
Serpa BMW September 2013 - June 2014
Freedom 55 Financial June 2012 - June 2013
Scotiabank January 2011 - May 2012
Skills
Negotiation, Credibility, Public Speaking, Knowledge Base, Trust, Vehicles, Financial Analysis, Risk Management, Team Leadership, Sales, Customer Service, Financial Planners
Education
Seneca College of Applied Arts and Technology 2007 — 2010
Bachelor of Business Administration (BBA), Business/Commerce, General
Lee Raito, CFP, FMA Lee Raito, CFP, FMA's Freedom 55 Financial Experience December 1997 - January 2001
Job Regional Vice President at MD Financial Management
Industry Investment Management
Experience
MD Financial Management Gestion financière MD August 2014 - Present
Great-West Life March 2013 - August 2014
RBC Asset Management January 2007 - February 2013
Manulife Bank of Canada May 2004 - January 2007
CIBC Imperial Service January 2001 - May 2004
Freedom 55 Financial December 1997 - January 2001
Skills
Strategic Financial..., Banking, Estate Planning, Internet Strategy, Email Marketing, Social Media, Certified Financial..., Wordpress, Guitarist, Singer-songwriter, Product Launch, Creative Writing, Persuasive Presentations, Canadian Securities..., Mutual Funds, Wealth Management, Investments, Retirement Planning, Investment Strategies, Investment Advisory, Retirement, Insurance, Alternative Investments, Relationship Management, Strategy, High Net Worth..., Asset Allocation, Financial Services, Wealth, Wealth Management..., Financial Advisory, Investment Management, Pensions, Financial Planners, Finance, Portfolio Management, Financial Planning
Education
University of Manitoba
MD Financial Management Gestion financière MD August 2014 - Present
Great-West Life March 2013 - August 2014
RBC Asset Management January 2007 - February 2013
Manulife Bank of Canada May 2004 - January 2007
CIBC Imperial Service January 2001 - May 2004
Freedom 55 Financial December 1997 - January 2001
Skills
Strategic Financial..., Banking, Estate Planning, Internet Strategy, Email Marketing, Social Media, Certified Financial..., Wordpress, Guitarist, Singer-songwriter, Product Launch, Creative Writing, Persuasive Presentations, Canadian Securities..., Mutual Funds, Wealth Management, Investments, Retirement Planning, Investment Strategies, Investment Advisory, Retirement, Insurance, Alternative Investments, Relationship Management, Strategy, High Net Worth..., Asset Allocation, Financial Services, Wealth, Wealth Management..., Financial Advisory, Investment Management, Pensions, Financial Planners, Finance, Portfolio Management, Financial Planning
Education
University of Manitoba
Stephanie L. Mc Leod Stephanie L. Mc Leod's Freedom 55 Financial Experience August 2008 - February 2010
Job Sales and NonProfit Professional
Industry Information Services
Experience
CharityVillage June 2013 - Present
CBV Collection Services Ltd / Equifax October 2012 - June 2013
Metasoft Systems Inc. (FoundationSearch / BIG Online) March 2010 - September 2012
Freedom 55 Financial August 2008 - February 2010
Metasoft Systems Inc. (FoundationSearch / BIG Online) December 2004 - June 2008
ABLE Mobile Hearing April 1999 - March 2004
Excell Battery Company September 1995 - April 1999
EWOS Canada Ltd. February 1995 - September 1995
EWOS Canada Ltd. May 1994 - February 1995
Trinity Western University September 1991 - April 1993
Skills
Training, Business Development, Sales, Fundraising, Sales Management, Nonprofits, Customer Service, Recruiting, Time Management, Coaching, Team Building, Account Management, Sales Process, Salesforce.com, Strategic Planning, Direct Sales, Team Leadership, Public Speaking, Cold Calling, Sales Presentations, Analysis, B2B, Building Relationships, Solution Selling, Customer Satisfaction, Microsoft Office, Business Strategy, Negotiation, New Business Development, Key Account Management, Customer Retention, Competitive Analysis, Forecasting, Strategic Thinking, Online Research, Contract Negotiation, Online Advertising, Grant Writing, Sales Prospecting, Eye for Details, Communication Skills
Education
Trinity Western University 1988 — 1993
Bachelor of Arts (BA), Major in Humanities (Communications and English), Minor in Computer Science
Faith Fellowship Christian Academy
CharityVillage June 2013 - Present
CBV Collection Services Ltd / Equifax October 2012 - June 2013
Metasoft Systems Inc. (FoundationSearch / BIG Online) March 2010 - September 2012
Freedom 55 Financial August 2008 - February 2010
Metasoft Systems Inc. (FoundationSearch / BIG Online) December 2004 - June 2008
ABLE Mobile Hearing April 1999 - March 2004
Excell Battery Company September 1995 - April 1999
EWOS Canada Ltd. February 1995 - September 1995
EWOS Canada Ltd. May 1994 - February 1995
Trinity Western University September 1991 - April 1993
Skills
Training, Business Development, Sales, Fundraising, Sales Management, Nonprofits, Customer Service, Recruiting, Time Management, Coaching, Team Building, Account Management, Sales Process, Salesforce.com, Strategic Planning, Direct Sales, Team Leadership, Public Speaking, Cold Calling, Sales Presentations, Analysis, B2B, Building Relationships, Solution Selling, Customer Satisfaction, Microsoft Office, Business Strategy, Negotiation, New Business Development, Key Account Management, Customer Retention, Competitive Analysis, Forecasting, Strategic Thinking, Online Research, Contract Negotiation, Online Advertising, Grant Writing, Sales Prospecting, Eye for Details, Communication Skills
Education
Trinity Western University 1988 — 1993
Bachelor of Arts (BA), Major in Humanities (Communications and English), Minor in Computer Science
Faith Fellowship Christian Academy
Pedro Alberto Menjivar's Freedom 55 Financial Experience October 2009 - Present
Job Financial Security Advisor at Freedoom 55 Financial
Industry Financial Services
Experience
Freedom 55 Financial October 2009 - Present
Pirata Transport Inc April 2002 - October 2009
Skills
Investments, Retirement, Segregated Funds, Critical Illness, Retirement Savings, Wealth, Estate Planning, Strategic Financial..., Disability Insurance, Securities, Wealth Accumulation, Retirement Planning, Income Protection, RRSP, Financial Planners, Investment Strategies, Wealth Management, Mutual Funds, Term Life Insurance, Life Insurance, Investment Advisory, Permanent Life Insurance, Health Insurance, Savings, Fixed Annuities, Personal Financial..., Financial Advisory, TFSA, Employee Benefits, RESP, Wealth Preservation..., Key Person Insurance, Financial Goals, Tax-advantaged..., High Net Worth..., Retirement Plan..., Independent Financial..., Protection..., Canadian Securities..., Financial Planning
Education
Canadian Institute of Financial Planning 2006 — 2008
Diploma, Financial Planning
Seneca College of Applied Arts and Technology 2001 — 2003
Diploma, Financial Accounting
Freedom 55 Financial October 2009 - Present
Pirata Transport Inc April 2002 - October 2009
Skills
Investments, Retirement, Segregated Funds, Critical Illness, Retirement Savings, Wealth, Estate Planning, Strategic Financial..., Disability Insurance, Securities, Wealth Accumulation, Retirement Planning, Income Protection, RRSP, Financial Planners, Investment Strategies, Wealth Management, Mutual Funds, Term Life Insurance, Life Insurance, Investment Advisory, Permanent Life Insurance, Health Insurance, Savings, Fixed Annuities, Personal Financial..., Financial Advisory, TFSA, Employee Benefits, RESP, Wealth Preservation..., Key Person Insurance, Financial Goals, Tax-advantaged..., High Net Worth..., Retirement Plan..., Independent Financial..., Protection..., Canadian Securities..., Financial Planning
Education
Canadian Institute of Financial Planning 2006 — 2008
Diploma, Financial Planning
Seneca College of Applied Arts and Technology 2001 — 2003
Diploma, Financial Accounting
Cathy Zackrias BA, MHRM's Freedom 55 Financial Experience September 2013 - Present
Job Helping Indentify Exceptional Talent
Industry Financial Services
Experience
Freedom 55 Financial September 2013 - Present
Fanshawe College September 2012 - December 2013
Western University September 2011 - August 2013
Fanshawe College December 2009 - September 2011
Harvard University August 2007 - December 2009
Addison Search January 2007 - August 2007
Robert Half Technology September 2005 - December 2006
Ottawa Hospital October 2000 - September 2005
Skills
Human Resources, Employee Relations, Recruiting, Change Management, Diversity, Social Media, Higher Education..., Performance Management, Labour Legislation, Faculty Development, Faculty Training, Faculty Management, Faculty Relations, Personnel Management, Organizational..., Leadership Development, Coaching, Employment Law, Higher Education, Workshop Facilitation, Sourcing, Job Analysis, Labor Relations, Talent Management, HR Policies, Strategy, Job Evaluation, Interviews, Resume Writing, HRIS, Succession Planning, Onboarding, New Hire Orientations, Employee Engagement, Organizational..., Talent Acquisition, Management
Education
York University 2011 — 2013
Masters, Human Resources Management
York University
Certificate in Labour Law, Labor and Industrial Relations
University of Ottawa / Université d'Ottawa 2000 — 2004
Bachelors, Business Administration
Freedom 55 Financial September 2013 - Present
Fanshawe College September 2012 - December 2013
Western University September 2011 - August 2013
Fanshawe College December 2009 - September 2011
Harvard University August 2007 - December 2009
Addison Search January 2007 - August 2007
Robert Half Technology September 2005 - December 2006
Ottawa Hospital October 2000 - September 2005
Skills
Human Resources, Employee Relations, Recruiting, Change Management, Diversity, Social Media, Higher Education..., Performance Management, Labour Legislation, Faculty Development, Faculty Training, Faculty Management, Faculty Relations, Personnel Management, Organizational..., Leadership Development, Coaching, Employment Law, Higher Education, Workshop Facilitation, Sourcing, Job Analysis, Labor Relations, Talent Management, HR Policies, Strategy, Job Evaluation, Interviews, Resume Writing, HRIS, Succession Planning, Onboarding, New Hire Orientations, Employee Engagement, Organizational..., Talent Acquisition, Management
Education
York University 2011 — 2013
Masters, Human Resources Management
York University
Certificate in Labour Law, Labor and Industrial Relations
University of Ottawa / Université d'Ottawa 2000 — 2004
Bachelors, Business Administration
Peter Mandoli, B.Sc, CFP® Peter Mandoli, B.Sc, CFP®'s Freedom 55 Financial Experience May 2008 - Present
Job CERTIFIED FINANCIAL PLANNER™ at F55F
Industry Financial Services
Experience
Freedom 55 Financial May 2008 - Present
Skills
Critical Illness, Wealth Management, Retirement, Mutual Funds, Investments, Financial Planning, Insurance, Retirement Planning, Segregated Funds, Disability Insurance, Estate Planning, Risk Management, Group Benefits, Annuities, Savings, Wealth, Income Protection, Employee Benefits, Strategic Financial..., Financial Planners, Finance, Life Insurance, Fixed Annuities
Education
The University of British Columbia 2004 — 2008
B.Sc., Mathematics
Freedom 55 Financial May 2008 - Present
Skills
Critical Illness, Wealth Management, Retirement, Mutual Funds, Investments, Financial Planning, Insurance, Retirement Planning, Segregated Funds, Disability Insurance, Estate Planning, Risk Management, Group Benefits, Annuities, Savings, Wealth, Income Protection, Employee Benefits, Strategic Financial..., Financial Planners, Finance, Life Insurance, Fixed Annuities
Education
The University of British Columbia 2004 — 2008
B.Sc., Mathematics
Emily Sorensen Emily Sorensen's Freedom 55 Financial Experience December 2009 - August 2011
Job Financial Controller at West Toronto KIA
Industry Financial Services
Experience
Kia Canada - West Toronto Kia February 2015 - Present
Carsco March 2013 - December 2014
Future Values Estate & Financial Planning October 2011 - May 2013
Freedom 55 Financial December 2009 - August 2011
TD Bank Group April 2007 - October 2009
Skills
Critical Illness, Segregated Funds, Retirement Planning, Mutual Funds, Disability Insurance, Strategic Financial..., Wealth Management, Estate Planning, Wealth, Retirement, Wealth Accumulation, Retirement Savings, Investments, Investment Advisory, Financial Advisory, Life Insurance, Term Life Insurance, Portfolio Management, Insurance, Banking, Debt Management, Financial Planning
Education
The University of Lethbridge 2004 — 2009
Bachelor of Management, Finance
Kia Canada - West Toronto Kia February 2015 - Present
Carsco March 2013 - December 2014
Future Values Estate & Financial Planning October 2011 - May 2013
Freedom 55 Financial December 2009 - August 2011
TD Bank Group April 2007 - October 2009
Skills
Critical Illness, Segregated Funds, Retirement Planning, Mutual Funds, Disability Insurance, Strategic Financial..., Wealth Management, Estate Planning, Wealth, Retirement, Wealth Accumulation, Retirement Savings, Investments, Investment Advisory, Financial Advisory, Life Insurance, Term Life Insurance, Portfolio Management, Insurance, Banking, Debt Management, Financial Planning
Education
The University of Lethbridge 2004 — 2009
Bachelor of Management, Finance
Brian Laundry - Limitless energy.'s Freedom 55 Financial Experience January 2003 - January 2004
Job President/Insurance Consultant at BL Financial
Industry Financial Services
Experience
BL Financial Consulting February 2013 - Present
HollisWealth, Scotiabank Global Wealth & Insurance September 2011 - Present
Apri Insurance Inc. September 2011 - January 2013
Wise Riddell Financial Group January 2004 - September 2011
Sheridan College September 2002 - May 2004
Freedom 55 Financial January 2003 - January 2004
Skills
Estate Planning, Corporate Tax, Insurance, Wealth, Financial Planners, Financial Advisory, Tax, Strategic Planning, Business, Retirement Planning, Retirement, Strategic Financial..., Wealth Management, Investments, Investment Strategies, Disability Insurance, Employee Benefits, Asset Managment, Fixed Annuities, Risk Management, Succession Planning, Asset Management, Income Tax, Financial Services, Small Business, Finance, Life Insurance, Wealth Management..., Critical Illness, Pensions, Investment Advisory, Wealth Accumulation, Personal Finance, Income Protection, Long-term Care, High Net Worth..., Term Life Insurance, Asset Allocation, Long Term Care Insurance, Segregated Funds, Personal Financial..., Mutual Funds, Insurance Planning, Financial Analysis, Financial Planning
Education
Sheridan College 2003 — 2004
Post Graduate, Financial Planning Post Graduate Program
Life Licensing Qualification Course (LLQP) 2003 — 2003
Sheridan College 2000 — 2003
3 Year, Business Admin - Finance
Canadian Securities Institute 2002 — 2002
Canadian Securities Course (CSC)
Canadian Securities Institute 2002 — 2002
Personal Financial Planning (PFP)
Canadian Securities Institute 2002 — 2002
Conduct and Practices Handbook (CPH)
BL Financial Consulting February 2013 - Present
HollisWealth, Scotiabank Global Wealth & Insurance September 2011 - Present
Apri Insurance Inc. September 2011 - January 2013
Wise Riddell Financial Group January 2004 - September 2011
Sheridan College September 2002 - May 2004
Freedom 55 Financial January 2003 - January 2004
Skills
Estate Planning, Corporate Tax, Insurance, Wealth, Financial Planners, Financial Advisory, Tax, Strategic Planning, Business, Retirement Planning, Retirement, Strategic Financial..., Wealth Management, Investments, Investment Strategies, Disability Insurance, Employee Benefits, Asset Managment, Fixed Annuities, Risk Management, Succession Planning, Asset Management, Income Tax, Financial Services, Small Business, Finance, Life Insurance, Wealth Management..., Critical Illness, Pensions, Investment Advisory, Wealth Accumulation, Personal Finance, Income Protection, Long-term Care, High Net Worth..., Term Life Insurance, Asset Allocation, Long Term Care Insurance, Segregated Funds, Personal Financial..., Mutual Funds, Insurance Planning, Financial Analysis, Financial Planning
Education
Sheridan College 2003 — 2004
Post Graduate, Financial Planning Post Graduate Program
Life Licensing Qualification Course (LLQP) 2003 — 2003
Sheridan College 2000 — 2003
3 Year, Business Admin - Finance
Canadian Securities Institute 2002 — 2002
Canadian Securities Course (CSC)
Canadian Securities Institute 2002 — 2002
Personal Financial Planning (PFP)
Canadian Securities Institute 2002 — 2002
Conduct and Practices Handbook (CPH)
Morris MacLeod's Freedom 55 Financial Experience May 2009 - August 2010
Job Financial Analyst
Industry Market Research
Experience
WSP Parsons Brinckerhoff July 2015 - Present
Sobeys June 2014 - July 2015
Nova Scotia Progressive Conservative Caucus Office February 2012 - June 2014
Gaelic College May 2011 - August 2011
RBC August 2010 - May 2011
Freedom 55 Financial May 2009 - August 2010
Mount Saint Vincent University Students' Union May 2007 - December 2008
Vinnies Pub January 2007 - May 2007
High School September 2001 - March 2004
Skills
Music, Business Planning, Strategic Financial..., Small Business, Strategic Planning, Educational Research, Financial Statement..., Financial Research, Economic Research, Budgets, Fundraising, Research, Public Speaking, Coaching, Training, Finance, Marketing, Accounting, Financial Planning
Education
Mount Saint Vincent University 2005 — 2009
Bachelor of Business Administration, Finance
Canadian Securities Institute 2009 — 2009
Saint Mary's University 2008 — 2009
Bachelor of Business Administration, Finance Major
Baddeck Academy 1992 — 2005
June, 2005
WSP Parsons Brinckerhoff July 2015 - Present
Sobeys June 2014 - July 2015
Nova Scotia Progressive Conservative Caucus Office February 2012 - June 2014
Gaelic College May 2011 - August 2011
RBC August 2010 - May 2011
Freedom 55 Financial May 2009 - August 2010
Mount Saint Vincent University Students' Union May 2007 - December 2008
Vinnies Pub January 2007 - May 2007
High School September 2001 - March 2004
Skills
Music, Business Planning, Strategic Financial..., Small Business, Strategic Planning, Educational Research, Financial Statement..., Financial Research, Economic Research, Budgets, Fundraising, Research, Public Speaking, Coaching, Training, Finance, Marketing, Accounting, Financial Planning
Education
Mount Saint Vincent University 2005 — 2009
Bachelor of Business Administration, Finance
Canadian Securities Institute 2009 — 2009
Saint Mary's University 2008 — 2009
Bachelor of Business Administration, Finance Major
Baddeck Academy 1992 — 2005
June, 2005
Danny Szeto BSc's Freedom 55 Financial Experience March 2002 - July 2009
Job Insurance Advisor at RBC Life Insurance
Industry Insurance
Experience
RBC Insurance July 2009 - Present
Freedom 55 Financial March 2002 - July 2009
Skills
Critical Illness, Disability Insurance, Investments, Long Term Care, Estate Planning, Long-term Care, Life Insurance, Universal Life, Insurance, Financial Planners, Finance, Wealth, Financial Advisory, Term Life Insurance, Retirement Planning, Retirement
Education
University of Alberta 1980 — 1982
B.Sc., Mathematics
RBC Insurance July 2009 - Present
Freedom 55 Financial March 2002 - July 2009
Skills
Critical Illness, Disability Insurance, Investments, Long Term Care, Estate Planning, Long-term Care, Life Insurance, Universal Life, Insurance, Financial Planners, Finance, Wealth, Financial Advisory, Term Life Insurance, Retirement Planning, Retirement
Education
University of Alberta 1980 — 1982
B.Sc., Mathematics
Joerg Kanehl Joerg Kanehl's Freedom 55 Financial Experience September 2008 - August 2015
Job Financial Security Advisor, Group Broker and Business Planner at QFS Advisors Inc.
Industry Financial Services
Experience
QFS Advisors Inc. September 2015 - Present
Freedom 55 Financial September 2008 - August 2015
Halifax BMW 1998 - 2008
Krupp Foerdertechnik GMBH 1995 - 1998
Mannesmann Demag AG 1990 - 1995
Skills
Financial Planners, Critical Illness, Retirement, Insurance, Retirement Planning, Financial Advisory, Wealth Management, Disability Insurance, Wealth, Finance, Financial Planning, Investments, Strategic Financial..., Mutual Funds, Pensions, Estate Planning, Life Insurance
Education
Universität Paderborn 1984 — 1990
MA (Econ), Economics
QFS Advisors Inc. September 2015 - Present
Freedom 55 Financial September 2008 - August 2015
Halifax BMW 1998 - 2008
Krupp Foerdertechnik GMBH 1995 - 1998
Mannesmann Demag AG 1990 - 1995
Skills
Financial Planners, Critical Illness, Retirement, Insurance, Retirement Planning, Financial Advisory, Wealth Management, Disability Insurance, Wealth, Finance, Financial Planning, Investments, Strategic Financial..., Mutual Funds, Pensions, Estate Planning, Life Insurance
Education
Universität Paderborn 1984 — 1990
MA (Econ), Economics
Seanna Kroft Seanna Kroft's Freedom 55 Financial Experience November 2008 - July 2012
Job Investment Funds Associate at Tangerine
Industry Financial Services
Experience
Tangerine January 2015 - Present
The Running Room April 2013 - February 2014
Freedom 55 Financial November 2008 - July 2012
Quadrus Investment Services Ltd. November 2008 - July 2012
Hawthorn School for Girls March 2011 - May 2011
Salt + Light Television June 2007 - August 2008
World Youth Alliance May 2006 - August 2006
Skills
Mutual Funds, Fundraising, Public Speaking, Non-profits, Strategic Planning, Maintaining Strong..., Life Insurance, Financial Literacy..., Strategic Financial..., Direct Sales, Canadian Securities..., LLQP, IFC, FPE1, Leadership, Financial Advisory, Management
Education
St. Francis Xavier University 2003 — 2007
BBA, Business Admin, Design
Hawthorn 2003 — 2003
Tangerine January 2015 - Present
The Running Room April 2013 - February 2014
Freedom 55 Financial November 2008 - July 2012
Quadrus Investment Services Ltd. November 2008 - July 2012
Hawthorn School for Girls March 2011 - May 2011
Salt + Light Television June 2007 - August 2008
World Youth Alliance May 2006 - August 2006
Skills
Mutual Funds, Fundraising, Public Speaking, Non-profits, Strategic Planning, Maintaining Strong..., Life Insurance, Financial Literacy..., Strategic Financial..., Direct Sales, Canadian Securities..., LLQP, IFC, FPE1, Leadership, Financial Advisory, Management
Education
St. Francis Xavier University 2003 — 2007
BBA, Business Admin, Design
Hawthorn 2003 — 2003
Clara Roy Clara Roy's Freedom 55 Financial Experience January 2011 - Present
Job Financial Security Advisor at Freedom 55 Financial at Freedom 55 Financial
Industry Financial Services
Experience
Freedom 55 Financial January 2011 - Present
Education
University of Ottawa / Université d'Ottawa 2000 — 2004
Finance, Finance
Freedom 55 Financial January 2011 - Present
Education
University of Ottawa / Université d'Ottawa 2000 — 2004
Finance, Finance
Dave Moir, CLU, CH.F.C., FMA, CHS Dave Moir, CLU, CH.F.C., FMA, CHS's Freedom 55 Financial Experience August 1991 - June 2003
Job Owner, Intrepid Financial Solutions
Industry Financial Services
Experience
Intrepid Financial Solutions November 2003 - Present
Freedom 55 Financial August 1991 - June 2003
Soundair September 1981 - March 1985
Skills
Mortgage Lending, Investments, Sales Management, Negotiation, Estate Planning, Mutual Funds, Wealth Management, Strategic Financial..., Employee Benefits, Marketing, Public Speaking, Insurance, Coaching, Critical Illness, Small Business, Financial Planning
Education
Seneca College of Applied Arts and Technology
2 years, Aviation Flight Technology
Intrepid Financial Solutions November 2003 - Present
Freedom 55 Financial August 1991 - June 2003
Soundair September 1981 - March 1985
Skills
Mortgage Lending, Investments, Sales Management, Negotiation, Estate Planning, Mutual Funds, Wealth Management, Strategic Financial..., Employee Benefits, Marketing, Public Speaking, Insurance, Coaching, Critical Illness, Small Business, Financial Planning
Education
Seneca College of Applied Arts and Technology
2 years, Aviation Flight Technology
Carmen Briguglio Carmen Briguglio's Freedom 55 Financial Experience December 1984 - Present
Job Broker / Advisor at Freedom 55 Financial
Industry Insurance
Experience
SurNet Insurance Group 2002 - Present
Freedom 55 Financial December 1984 - Present
Skills
Insurance, Brokers, Health Insurance, Property & Casualty..., Group Health, Disability Insurance, Group Benefits, Investments, Critical Illness, General Liability, Term Life Insurance, Whole Life, Commercial Insurance, Business Insurance, Retirement, Employee Benefits, Financial Planners, Legal Liability
Education
Ryerson University 1980 — 1984
B.Comm, Business, Degree
Bloor Collegiate High School 1975 — 1980
Diploma, Acedemic
SurNet Insurance Group 2002 - Present
Freedom 55 Financial December 1984 - Present
Skills
Insurance, Brokers, Health Insurance, Property & Casualty..., Group Health, Disability Insurance, Group Benefits, Investments, Critical Illness, General Liability, Term Life Insurance, Whole Life, Commercial Insurance, Business Insurance, Retirement, Employee Benefits, Financial Planners, Legal Liability
Education
Ryerson University 1980 — 1984
B.Comm, Business, Degree
Bloor Collegiate High School 1975 — 1980
Diploma, Acedemic
Danielle Vadius Danielle Vadius's Freedom 55 Financial Experience June 2015 - Present
Job Financial Security Advisor | Wealth Strategist
Industry Financial Services
Experience
Freedom 55 Financial June 2015 - Present
CDI Computer Dealers Inc. January 2015 - May 2015
London life / Great-West Lifeco Inc February 2014 - November 2014
Devagestion June 2010 - January 2014
Abial Finance 1997 - December 2013
Education
University of Toronto
Sciences Po Paris
Master - Diplôme de Sciences Po
Université Paris-Sorbonne
Degree in English and Spanish
University of Bedfordshire/England
Freedom 55 Financial June 2015 - Present
CDI Computer Dealers Inc. January 2015 - May 2015
London life / Great-West Lifeco Inc February 2014 - November 2014
Devagestion June 2010 - January 2014
Abial Finance 1997 - December 2013
Education
University of Toronto
Sciences Po Paris
Master - Diplôme de Sciences Po
Université Paris-Sorbonne
Degree in English and Spanish
University of Bedfordshire/England
Cecile Wendlandt's Freedom 55 Financial Experience September 2010 - Present
Job Hiring top talent to Grow our team. .
Industry Financial Services
Experience
Freedom 55 Financial September 2010 - Present
Pearson Canada December 2007 - April 2010
Pearson Education December 2006 - December 2007
Pearson Education August 2004 - December 2007
CDI College January 2004 - September 2004
Skills
Recruiting, Leadership, Strategy, Training, Strategic Planning, New Business Development, Marketing, Management, Coaching, Business Strategy, Sales, Public Speaking, Marketing Management, Business Development, Staff Development, Finance, Business Planning, Human Resources, Customer Satisfaction, Marketing Strategy, Sales Management, Budgets, Sales Operations, Time Management, Sourcing, Customer Relations, Recruitment/Retention, Employee Selection, CRM, Mentoring, Customer Service
Education
University of Alberta 1981 — 1985
BComm, Marketing, Finance
Freedom 55 Financial September 2010 - Present
Pearson Canada December 2007 - April 2010
Pearson Education December 2006 - December 2007
Pearson Education August 2004 - December 2007
CDI College January 2004 - September 2004
Skills
Recruiting, Leadership, Strategy, Training, Strategic Planning, New Business Development, Marketing, Management, Coaching, Business Strategy, Sales, Public Speaking, Marketing Management, Business Development, Staff Development, Finance, Business Planning, Human Resources, Customer Satisfaction, Marketing Strategy, Sales Management, Budgets, Sales Operations, Time Management, Sourcing, Customer Relations, Recruitment/Retention, Employee Selection, CRM, Mentoring, Customer Service
Education
University of Alberta 1981 — 1985
BComm, Marketing, Finance
Christopher Dewdney, CFP, CHS, CPCA's Freedom 55 Financial Experience 2004 - 2006
Job Private Wealth and Risk Advisor at DWL Financial
Industry Financial Services
Experience
Marc Santi Foundation January 2012 - Present
St. Michael's Hospital 2008 - Present
DWL Financial Services Inc. 2007 - Present
Toronto Symphony Orchestra January 2011 - June 2014
Advocis-Toronto Chapter November 2010 - April 2012
Freedom 55 Financial 2004 - 2006
Skills
Financial Planning, Retirement Planning, Estate Planning, Group Benefits, Succession Planning, Insurance, Portfolio Management, Critical Illness, Term Life Insurance, Long Term Care, Wealth Management, Disability Insurance, Annuities, Risk Management, Asset Management, Small Business, Insurance Planning, Employee Benefits, Banking, Finance, Financial Advisory, Financial Planners, Financial Services, Fixed Annuities, Investments, Leadership, Life Insurance, Long-term Care, Mutual Funds, Securities, Strategic Financial..., Wealth, Investment Strategies, Pensions, Retirement
Education
International Academy of Design
Ryerson University
Marc Santi Foundation January 2012 - Present
St. Michael's Hospital 2008 - Present
DWL Financial Services Inc. 2007 - Present
Toronto Symphony Orchestra January 2011 - June 2014
Advocis-Toronto Chapter November 2010 - April 2012
Freedom 55 Financial 2004 - 2006
Skills
Financial Planning, Retirement Planning, Estate Planning, Group Benefits, Succession Planning, Insurance, Portfolio Management, Critical Illness, Term Life Insurance, Long Term Care, Wealth Management, Disability Insurance, Annuities, Risk Management, Asset Management, Small Business, Insurance Planning, Employee Benefits, Banking, Finance, Financial Advisory, Financial Planners, Financial Services, Fixed Annuities, Investments, Leadership, Life Insurance, Long-term Care, Mutual Funds, Securities, Strategic Financial..., Wealth, Investment Strategies, Pensions, Retirement
Education
International Academy of Design
Ryerson University
Cam Hodsman Cam Hodsman's Freedom 55 Financial Experience 2003 - Present
Job Certified Financial Planner at Freedom 55 Financial
Industry Financial Services
Experience
Freedom 55 Financial 2003 - Present
Beachcomber Hot Tubs 2001 - 2003
eBiz Web Solutions 2000 - 2001
Skills
Marketing Strategy, Financial Advisory, Retirement Planning, Marketing, Mutual Funds, Finance, Strategic Financial..., Marketing Communications, Whole Life, Financial Planners, Personal Finance, Employee Benefits, Term Life Insurance, Life Insurance, Wealth Management, Financial Planning, Project Management
Education
Financial Planning Standards Council
Certified Financial Planner
The University of British Columbia 1996 — 1999
Bachelor of Commerce
Simon Fraser University 1993 — 1995
Business Administration
Freedom 55 Financial 2003 - Present
Beachcomber Hot Tubs 2001 - 2003
eBiz Web Solutions 2000 - 2001
Skills
Marketing Strategy, Financial Advisory, Retirement Planning, Marketing, Mutual Funds, Finance, Strategic Financial..., Marketing Communications, Whole Life, Financial Planners, Personal Finance, Employee Benefits, Term Life Insurance, Life Insurance, Wealth Management, Financial Planning, Project Management
Education
Financial Planning Standards Council
Certified Financial Planner
The University of British Columbia 1996 — 1999
Bachelor of Commerce
Simon Fraser University 1993 — 1995
Business Administration
Andrew Pilla Andrew Pilla's Freedom 55 Financial Experience August 2009 - Present
Job Financial Security Advisor
Industry Financial Services
Experience
Summit Wealth Advisory Group January 2015 - Present
Freedom 55 Financial August 2009 - Present
HSBC May 2006 - September 2008
Skills
Finance, Financial Advisory, Financial Risk, Management, Portfolio Management, Retirement Planning, Securities, Wealth, Mutual Funds, Financial Services
Education
Ryerson University 2003 — 2008
BCOMM, Accounting, Information Technology
Summit Wealth Advisory Group January 2015 - Present
Freedom 55 Financial August 2009 - Present
HSBC May 2006 - September 2008
Skills
Finance, Financial Advisory, Financial Risk, Management, Portfolio Management, Retirement Planning, Securities, Wealth, Mutual Funds, Financial Services
Education
Ryerson University 2003 — 2008
BCOMM, Accounting, Information Technology
Daniel Wolfson's Freedom 55 Financial Experience January 2004 - Present
Job Health Benefits Consultant, Employee Benefits Specialist
Industry Insurance
Experience
freedom 55 financial January 2004 - Present
Education
Simon Fraser University 2000 — 2006
freedom 55 financial January 2004 - Present
Education
Simon Fraser University 2000 — 2006
Sandra Vopni's Freedom 55 Financial Experience February 2006 - April 2007
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Saint Elizabeth Health Care 2011 - 2014
The Dominion of Canada General Insurance Corporation June 2009 - August 2010
Rogers 2010 - 2010
York University August 2008 - May 2009
Freedom 55 Financial February 2006 - April 2007
SGV Consulting Inc. April 1996 - December 2005
PeopleSoft January 1995 - April 1996
SGV Consulting November 1993 - December 1994
Alberta Liquor Control Board May 1989 - August 1993
Skills
Troubleshooting, PeopleSoft HRMS/Payroll, PeopleSoft Payroll..., PeopleSoft Time and..., Software Project..., Business Analysis, Microsoft SQL Server, PMP, IT Service Management, Software Documentation, Vendor Management
Education
Villanova University 2008 — 2008
Project Management
Villanova University 2008 — 2008
Ryerson University 1977 — 1980
Business Administration /Accounting Finance/ Computer Science
Saint Elizabeth Health Care 2011 - 2014
The Dominion of Canada General Insurance Corporation June 2009 - August 2010
Rogers 2010 - 2010
York University August 2008 - May 2009
Freedom 55 Financial February 2006 - April 2007
SGV Consulting Inc. April 1996 - December 2005
PeopleSoft January 1995 - April 1996
SGV Consulting November 1993 - December 1994
Alberta Liquor Control Board May 1989 - August 1993
Skills
Troubleshooting, PeopleSoft HRMS/Payroll, PeopleSoft Payroll..., PeopleSoft Time and..., Software Project..., Business Analysis, Microsoft SQL Server, PMP, IT Service Management, Software Documentation, Vendor Management
Education
Villanova University 2008 — 2008
Project Management
Villanova University 2008 — 2008
Ryerson University 1977 — 1980
Business Administration /Accounting Finance/ Computer Science
Atheer Noman's Freedom 55 Financial Experience January 2008 - March 2009
Job Sales Manager
Industry Automotive
Experience
The Dalawri Group November 2013 - Present
Hyundai on Hunt Club July 2011 - October 2013
Freedom 55 Financial January 2008 - March 2009
Skills
Sales Management, Mutual Funds, Retirement Savings, Segregated Funds, Strategic Financial..., Sales Process, Investments, Automobile, Customer Service, Disability Insurance, Strategic Planning, Team Leadership, Mortgage Lending, Customer Satisfaction, Management, Project Management, Sales, Team Building, Negotiation, New Business Development, Profit, Retail
Education
University of Ottawa
The Dalawri Group November 2013 - Present
Hyundai on Hunt Club July 2011 - October 2013
Freedom 55 Financial January 2008 - March 2009
Skills
Sales Management, Mutual Funds, Retirement Savings, Segregated Funds, Strategic Financial..., Sales Process, Investments, Automobile, Customer Service, Disability Insurance, Strategic Planning, Team Leadership, Mortgage Lending, Customer Satisfaction, Management, Project Management, Sales, Team Building, Negotiation, New Business Development, Profit, Retail
Education
University of Ottawa
Jaelynn Yu's Freedom 55 Financial Experience February 2007 - March 2008
Job English Tutor / Writer
Industry Education Management
Experience
Self-Employed Tutor and Freelance Writer July 2009 - Present
NATIONAL Public Relations November 2008 - April 2009
Coach August 2008 - November 2008
Freedom 55 Financial February 2007 - March 2008
Skills
Event Planning, Training, Corporate Communications, Marketing, Teaching, English, Customer Service, Management
Education
The University of British Columbia 2004 — 2005
TESL Certificate
The University of British Columbia 2001 — 2005
Bachelor's, English Language
Self-Employed Tutor and Freelance Writer July 2009 - Present
NATIONAL Public Relations November 2008 - April 2009
Coach August 2008 - November 2008
Freedom 55 Financial February 2007 - March 2008
Skills
Event Planning, Training, Corporate Communications, Marketing, Teaching, English, Customer Service, Management
Education
The University of British Columbia 2004 — 2005
TESL Certificate
The University of British Columbia 2001 — 2005
Bachelor's, English Language
Trevor Daigle, CFP's Freedom 55 Financial Experience March 2012 - Present
Job Helping people achieve their Financial Freedoms
Industry Financial Services
Experience
Freedom 55 Financial March 2012 - Present
Advocis Nova Scotia - board volunteer November 2013 - Present
Freedom 55 Financial September 1997 - Present
Stephenson Daigle Financial May 2006 - March 2012
Freedom 55 Financial September 1998 - May 2006
London Life May 1997 - September 1998
Skills
Financial Planning, Investments, Portfolio Management, Tax, Risk, Financial Recruiting, Business Coaching, Professional Mentoring, Strategic Financial..., Financial Risk, Business Planning, Estate Planning, Mergers & Acquisitions, Retirement Planning, Management, Financial Advisory, Wealth Management, Insurance, Wealth, Risk Management, Financial Services, Mutual Funds, Personal Finance, Finance
Education
Financial Planning Standards Council 2010 — 2011
Certified Financial Planner (CFP designation), Financial Planning and Services
University of New Brunswick 1989 — 1993
BBA, Economics, Finance
Ecole Saint Anne 1987 — 1989
High School, Science
Freedom 55 Financial March 2012 - Present
Advocis Nova Scotia - board volunteer November 2013 - Present
Freedom 55 Financial September 1997 - Present
Stephenson Daigle Financial May 2006 - March 2012
Freedom 55 Financial September 1998 - May 2006
London Life May 1997 - September 1998
Skills
Financial Planning, Investments, Portfolio Management, Tax, Risk, Financial Recruiting, Business Coaching, Professional Mentoring, Strategic Financial..., Financial Risk, Business Planning, Estate Planning, Mergers & Acquisitions, Retirement Planning, Management, Financial Advisory, Wealth Management, Insurance, Wealth, Risk Management, Financial Services, Mutual Funds, Personal Finance, Finance
Education
Financial Planning Standards Council 2010 — 2011
Certified Financial Planner (CFP designation), Financial Planning and Services
University of New Brunswick 1989 — 1993
BBA, Economics, Finance
Ecole Saint Anne 1987 — 1989
High School, Science
Penny zhao's Freedom 55 Financial Experience March 2013 - Present
Job Financial Security Advisor at London Life
Industry Marketing and Advertising
Experience
Freedom 55 Financial March 2013 - Present
Odyssey Marketing Consulting January 2011 - Present
Nokia March 2010 - June 2011
VuQuest Inc. September 2009 - June 2010
eBoost Consulting March 2009 - June 2009
Newton College Vancouver April 2006 - June 2008
Skills
Email Marketing, Digital Marketing, SEO, Social Media Marketing, Market Research, PPC, Blogging, Social Media, Marketing, Management, Business Analysis, Analysis, Marketing Research, Training, Business Planning, Mobile Devices, Mobile Technology, Telecommunications, Marketing Strategy, Mobile Applications
Education
San Diego State University-California State University 2008 — 2009
Freedom 55 Financial March 2013 - Present
Odyssey Marketing Consulting January 2011 - Present
Nokia March 2010 - June 2011
VuQuest Inc. September 2009 - June 2010
eBoost Consulting March 2009 - June 2009
Newton College Vancouver April 2006 - June 2008
Skills
Email Marketing, Digital Marketing, SEO, Social Media Marketing, Market Research, PPC, Blogging, Social Media, Marketing, Management, Business Analysis, Analysis, Marketing Research, Training, Business Planning, Mobile Devices, Mobile Technology, Telecommunications, Marketing Strategy, Mobile Applications
Education
San Diego State University-California State University 2008 — 2009
Greg Taylor, CFP's Freedom 55 Financial Experience May 1998 - Present
Job Director of Business Development at Freedom 55 Financial
Industry Financial Services
Experience
Freedom 55 Financial May 1998 - Present
American Language School January 2001 - December 2004
Skills
Financial Education, Helping people feel..., Professional Mentoring, Investment Strategies, Risk Management, Goal Setting, Recruiting, Wealth Accumulation, Certified Financial..., Career Transitioning, Disability Insurance, Mutual Funds, Retirement, Life Insurance, Savings, Insurance, Term Life Insurance, Marketing, Wealth, Financial Advisory, Strategic Financial..., Critical Illness, Pensions, Financial Services, Business Planning, Money, Retirement Planning, Investments, Wealth Management, Segregated Funds, Personal Finance, Fixed Annuities, Mortgage Lending, Portfolio Management, Financial Planning, Leadership, Finance, Coaching, Estate Planning
Education
FPSC 2007 — 2009
CFP, Certified Financial Planner
Simon Fraser University 1994 — 1998
BA, Economics
Highland Secondary
Freedom 55 Financial May 1998 - Present
American Language School January 2001 - December 2004
Skills
Financial Education, Helping people feel..., Professional Mentoring, Investment Strategies, Risk Management, Goal Setting, Recruiting, Wealth Accumulation, Certified Financial..., Career Transitioning, Disability Insurance, Mutual Funds, Retirement, Life Insurance, Savings, Insurance, Term Life Insurance, Marketing, Wealth, Financial Advisory, Strategic Financial..., Critical Illness, Pensions, Financial Services, Business Planning, Money, Retirement Planning, Investments, Wealth Management, Segregated Funds, Personal Finance, Fixed Annuities, Mortgage Lending, Portfolio Management, Financial Planning, Leadership, Finance, Coaching, Estate Planning
Education
FPSC 2007 — 2009
CFP, Certified Financial Planner
Simon Fraser University 1994 — 1998
BA, Economics
Highland Secondary
Shamali Das's Freedom 55 Financial Experience August 2012 - Present
Job Financial Advisor at Freedom 55 Financial
Industry Financial Services
Experience
Freedom 55 Financial August 2012 - Present
Freedom 55 Financial February 2004 - Present
Continental Insurance Brokers March 2000 - May 2004
Dubai Aviation College February 1998 - June 2000
University of Kerala February 1985 - September 1987
Education
University of Kerala 1977 — 1980
Master of Arts (M.A.), Economics
Freedom 55 Financial August 2012 - Present
Freedom 55 Financial February 2004 - Present
Continental Insurance Brokers March 2000 - May 2004
Dubai Aviation College February 1998 - June 2000
University of Kerala February 1985 - September 1987
Education
University of Kerala 1977 — 1980
Master of Arts (M.A.), Economics
Brian Gerrior's Freedom 55 Financial Experience September 2009 - November 2010
Job Insurance Advisor at RBC Insurance
Industry Insurance
Experience
RBC Insurance November 2010 - Present
Freedom 55 Financial September 2009 - November 2010
Quadrus Investment Services Ltd. 2009 - 2010
Canadian Retail Shippers Association October 1996 - May 2008
Sears Canada Inc April 1974 - May 2008
Education
Saint Mary's University 1972 — 1975
BA, History, Sociology, Economics
RBC Insurance November 2010 - Present
Freedom 55 Financial September 2009 - November 2010
Quadrus Investment Services Ltd. 2009 - 2010
Canadian Retail Shippers Association October 1996 - May 2008
Sears Canada Inc April 1974 - May 2008
Education
Saint Mary's University 1972 — 1975
BA, History, Sociology, Economics
Darren Matias's Freedom 55 Financial Experience March 2009 - Present
Job Freedom 55 Financial ; A Division of London Life /Quadrus Investments
Industry Financial Services
Experience
Freedom 55 Financial March 2009 - Present
Imperial Tobacco October 2006 - February 2008
Imperial Tobacco January 2006 - September 2006
Imperial Tobacco January 1996 - December 2005
Imperial Tobacco April 1993 - December 1995
Professional Ice Hockey September 1990 - April 1993
Skills
Wealth and Estate..., Retirement Planning, Group Benefit Plans, Income Replacement, Licensed Life Insurance..., Mutual Funds, Segregated Funds, Key Account Mangement, Relation Management, Relationship..., Strategic Prospecting, Promotional and Event...
Education
Ryerson University 1986 — 1990
Business, Bachelor of Commerce
Freedom 55 Financial March 2009 - Present
Imperial Tobacco October 2006 - February 2008
Imperial Tobacco January 2006 - September 2006
Imperial Tobacco January 1996 - December 2005
Imperial Tobacco April 1993 - December 1995
Professional Ice Hockey September 1990 - April 1993
Skills
Wealth and Estate..., Retirement Planning, Group Benefit Plans, Income Replacement, Licensed Life Insurance..., Mutual Funds, Segregated Funds, Key Account Mangement, Relation Management, Relationship..., Strategic Prospecting, Promotional and Event...
Education
Ryerson University 1986 — 1990
Business, Bachelor of Commerce
Aubrey Cao's Freedom 55 Financial Experience June 2009 - Present
Job Financial Security Advisor & Investment Representative at Freedom 55 Financial
Industry Financial Services
Experience
Freedom 55 Financial June 2009 - Present
Education
University of Calgary
Economics
Freedom 55 Financial June 2009 - Present
Education
University of Calgary
Economics
Patrick Good's Freedom 55 Financial Experience January 2014 - Present
Job Hiring entrepreneurs who want to build a successful business. 905 276 1177 x321
Industry Financial Services
Experience
Freedom 55 Financial January 2014 - Present
Great-West Life January 2013 - December 2013
Great-West Life July 2012 - December 2012
Great-West Life October 2008 - June 2012
ABS Friction Inc. March 2007 - July 2008
Skills
Team Leadership, Business Development, Coaching, Sales, Financial Advisory, Insurance, Employee Benefits, Disability Insurance, Customer Service, Life Insurance, Critical Illness, Estate Planning, New Business Development, Retirement Planning, Wealth Management, Mutual Funds, Account Management, Retirement, Financial Planners, Customer Retention, Finance, Financial Services, Leadership Development, Customer Relations, Team Motivation, Leadership, Investments, Wealth, Management, Financial Planning
Education
University of Guelph 2005 — 2006
Associate's Degree, Public Policy and Administration
University of Guelph 2002 — 2006
Bachelor of Arts, History
Freedom 55 Financial January 2014 - Present
Great-West Life January 2013 - December 2013
Great-West Life July 2012 - December 2012
Great-West Life October 2008 - June 2012
ABS Friction Inc. March 2007 - July 2008
Skills
Team Leadership, Business Development, Coaching, Sales, Financial Advisory, Insurance, Employee Benefits, Disability Insurance, Customer Service, Life Insurance, Critical Illness, Estate Planning, New Business Development, Retirement Planning, Wealth Management, Mutual Funds, Account Management, Retirement, Financial Planners, Customer Retention, Finance, Financial Services, Leadership Development, Customer Relations, Team Motivation, Leadership, Investments, Wealth, Management, Financial Planning
Education
University of Guelph 2005 — 2006
Associate's Degree, Public Policy and Administration
University of Guelph 2002 — 2006
Bachelor of Arts, History
Anne Hoang's Freedom 55 Financial Experience March 2014 - December 2014
Job Seeking career opportunities.
Industry Internet
Experience
Freedom 55 Financial March 2014 - December 2014
ClusteRSS September 2013 - August 2014
Vancouver Institute of Media Arts March 2012 - March 2013
Shell January 2011 - February 2012
Xtreme Drilling and Coil Services September 2010 - January 2011
Net Safety Monitoring Inc. January 2009 - April 2009
Shell September 2007 - April 2009
The City of Calgary May 2007 - August 2007
Skills
JD Edwards, JavaScript, HTML 5, Database Design, Web Design, Web Typography, Social Media Marketing, PHP, SQL, jQuery, WordPress, Joomla, Photoshop, Illustrator, InDesign, Photography, After Effects, Microsoft Office, Visio, Project Management, Team Leadership, Business Process..., Lean Management, Requirements Analysis, Workflow, Teamwork, Customer Service, CSS, Web Development, ERP, Software Documentation, Business Analysis, Change Management
Education
Vancouver Institute of Media Arts 2012 — 2013
Diploma, Web Development & Interactive Design
The University of Calgary 2004 — 2009
B.Comm, Business Process Management
Freedom 55 Financial March 2014 - December 2014
ClusteRSS September 2013 - August 2014
Vancouver Institute of Media Arts March 2012 - March 2013
Shell January 2011 - February 2012
Xtreme Drilling and Coil Services September 2010 - January 2011
Net Safety Monitoring Inc. January 2009 - April 2009
Shell September 2007 - April 2009
The City of Calgary May 2007 - August 2007
Skills
JD Edwards, JavaScript, HTML 5, Database Design, Web Design, Web Typography, Social Media Marketing, PHP, SQL, jQuery, WordPress, Joomla, Photoshop, Illustrator, InDesign, Photography, After Effects, Microsoft Office, Visio, Project Management, Team Leadership, Business Process..., Lean Management, Requirements Analysis, Workflow, Teamwork, Customer Service, CSS, Web Development, ERP, Software Documentation, Business Analysis, Change Management
Education
Vancouver Institute of Media Arts 2012 — 2013
Diploma, Web Development & Interactive Design
The University of Calgary 2004 — 2009
B.Comm, Business Process Management
Alacoe MacTavish's Freedom 55 Financial Experience 2015 - Present
Job Financial Security Advisor
Industry Financial Services
Experience
Freedom 55 Financial 2015 - Present
Markham Islanders Hockey Club 2013 - Present
St. Edward Catholic School Council 2009 - Present
Bayer Pharmaceuticals 2004 - 2007
Fournier Pharma 1997 - 2004
Skills
Cardiology, Diabetes, Hospital Sales, Pharmaceutical Industry, Pharmaceutical Sales, Sales Effectiveness
Education
University of Manitoba 1990 — 1992
B.A.
Freedom 55 Financial 2015 - Present
Markham Islanders Hockey Club 2013 - Present
St. Edward Catholic School Council 2009 - Present
Bayer Pharmaceuticals 2004 - 2007
Fournier Pharma 1997 - 2004
Skills
Cardiology, Diabetes, Hospital Sales, Pharmaceutical Industry, Pharmaceutical Sales, Sales Effectiveness
Education
University of Manitoba 1990 — 1992
B.A.
Monique Lashley's Freedom 55 Financial Experience April 2012 - Present
Job Financial Security Advisor at Freedom 55 Financial
Industry Financial Services
Experience
Freedom 55 Financial April 2012 - Present
Herbal Magic November 1998 - November 2011
Skills
Plannning, Organization, Leadership, Retirement Planning, Strategic Financial..., Wealth Management, Mutual Funds, Estate Planning, Asset Management, Critical Illness, Mortgage Lending, Business Planning, Budgets, Retirement, Wealth, Employee Benefits, Disability Insurance, Business Strategy
Education
University of Manitoba 1990 — 1999
nursing, biology
College Beliveau 1984 — 1989
Freedom 55 Financial April 2012 - Present
Herbal Magic November 1998 - November 2011
Skills
Plannning, Organization, Leadership, Retirement Planning, Strategic Financial..., Wealth Management, Mutual Funds, Estate Planning, Asset Management, Critical Illness, Mortgage Lending, Business Planning, Budgets, Retirement, Wealth, Employee Benefits, Disability Insurance, Business Strategy
Education
University of Manitoba 1990 — 1999
nursing, biology
College Beliveau 1984 — 1989
Vanessa Krichbaum's Freedom 55 Financial Experience December 2009 - Present
Job Financial Security Advisor at Freedom 55 Financial and Quadrus Investment Services Ltd.
Industry Financial Services
Experience
Freedom 55 Financial December 2009 - Present
The Home Front June 2002 - Present
Cognos March 2000 - June 2004
Marsh Canada Limited September 1994 - August 1999
London Life June 1989 - January 1993
Skills
Segregated Funds, Employee Benefits, Retirement Planning, Disability Insurance, Investments, Pensions, Fixed Annuities, Critical Illness, Estate Planning, Health Insurance, Retirement Savings, Mutual Funds, Retirement, Financial Planners, Wealth Management, Strategic Financial..., Life Insurance, Saving for Education, Corporate Benefits, Portfolio Consolidation..., Term Life Insurance, Financial Planning
Education
Ryerson University 1984 — 1988
Bachelor of Arts (BA)
Freedom 55 Financial December 2009 - Present
The Home Front June 2002 - Present
Cognos March 2000 - June 2004
Marsh Canada Limited September 1994 - August 1999
London Life June 1989 - January 1993
Skills
Segregated Funds, Employee Benefits, Retirement Planning, Disability Insurance, Investments, Pensions, Fixed Annuities, Critical Illness, Estate Planning, Health Insurance, Retirement Savings, Mutual Funds, Retirement, Financial Planners, Wealth Management, Strategic Financial..., Life Insurance, Saving for Education, Corporate Benefits, Portfolio Consolidation..., Term Life Insurance, Financial Planning
Education
Ryerson University 1984 — 1988
Bachelor of Arts (BA)
Nazia Rahim's Freedom 55 Financial Experience October 2004 - August 2005
Job Senior Employee Relations Consultant at Metrolinx/GO Transit
Industry Government Administration
Experience
Metrolinx/GO Transit January 2012 - Present
City of Toronto January 2005 - January 2012
Freedom 55 Financial October 2004 - August 2005
Reitmans October 2000 - December 2004
RBC Capital Markets May 2003 - August 2003
Skills
Employee Relations, HRIS, Performance Management, Employee Engagement, Onboarding, Coaching, Labor Relations, Team Building, Talent Management, Personnel Management, Organizational..., Human Resources, Government, Workforce Planning, Change Management, Policy, Recruiting, HR Policies, Succession Planning, Employee Benefits, Employment Law, Employee Training, Conflict Resolution, Collective Bargaining, Grievances, Training, Deferred Compensation, Analysis, New Hire Orientations, Management, HR Consulting, Interviews
Education
University of Toronto 2005 — 2007
Dispute Resolution Certificate
Seneca College of Applied Arts and Technology 2001 — 2004
Business Human Resources (co-op program)
Ryerson University
in progress, Business Management - Human Resources
Metrolinx/GO Transit January 2012 - Present
City of Toronto January 2005 - January 2012
Freedom 55 Financial October 2004 - August 2005
Reitmans October 2000 - December 2004
RBC Capital Markets May 2003 - August 2003
Skills
Employee Relations, HRIS, Performance Management, Employee Engagement, Onboarding, Coaching, Labor Relations, Team Building, Talent Management, Personnel Management, Organizational..., Human Resources, Government, Workforce Planning, Change Management, Policy, Recruiting, HR Policies, Succession Planning, Employee Benefits, Employment Law, Employee Training, Conflict Resolution, Collective Bargaining, Grievances, Training, Deferred Compensation, Analysis, New Hire Orientations, Management, HR Consulting, Interviews
Education
University of Toronto 2005 — 2007
Dispute Resolution Certificate
Seneca College of Applied Arts and Technology 2001 — 2004
Business Human Resources (co-op program)
Ryerson University
in progress, Business Management - Human Resources
Paul Botelho B.A's Freedom 55 Financial Experience February 2000 - Present
Job Financial Security Advisor at Freedom 55 Financial
Industry Financial Services
Experience
Freedom 55 Financial February 2000 - Present
Education
Southern Alberta Institute of Technology
B.A, Financial Services
Freedom 55 Financial February 2000 - Present
Education
Southern Alberta Institute of Technology
B.A, Financial Services
Kathy Rouleau's Freedom 55 Financial Experience December 2012 - July 2013
Job Wall Designer at All Span Building Systems Ltd.
Industry Design
Experience
All Span Building Systems Ltd. July 2015 - Present
SAIT Polytechnic September 2013 - April 2015
Freedom 55 Financial December 2012 - July 2013
Synergy Financial Group April 2004 - March 2012
Skills
Drafting, Civil Drafting, Autocad, AutoCAD Civil 3D, AutoCAD Mechanical, Structural Design & ..., Microsoft Excel, Teamwork, Communication, Organization Skills, Accounting, Insurance, Invoicing, Process Piping Design, Customer Service, Microsoft Office, Mutual Funds, Administrative..., Risk Management, Retirement, Strategic Planning, Disability Insurance, Tax Preparation, QuickBooks, quicktax, Microsoft Word, Public Speaking, AutoCAD, Leadership, Financial Planning, Life Insurance
Education
Southern Alberta Institute of Technology 2013 — 2015
Engineering Drafting & Design (Honors)
All Span Building Systems Ltd. July 2015 - Present
SAIT Polytechnic September 2013 - April 2015
Freedom 55 Financial December 2012 - July 2013
Synergy Financial Group April 2004 - March 2012
Skills
Drafting, Civil Drafting, Autocad, AutoCAD Civil 3D, AutoCAD Mechanical, Structural Design & ..., Microsoft Excel, Teamwork, Communication, Organization Skills, Accounting, Insurance, Invoicing, Process Piping Design, Customer Service, Microsoft Office, Mutual Funds, Administrative..., Risk Management, Retirement, Strategic Planning, Disability Insurance, Tax Preparation, QuickBooks, quicktax, Microsoft Word, Public Speaking, AutoCAD, Leadership, Financial Planning, Life Insurance
Education
Southern Alberta Institute of Technology 2013 — 2015
Engineering Drafting & Design (Honors)
Jim Ip's Freedom 55 Financial Experience March 2009 - Present
Job Director Business Development at Freedom 55 Financial
Industry Financial Services
Experience
Freedom 55 Financial March 2009 - Present
Skills
Insurance Planning, Group Benefits, New Business Development, Retirement Planning, Recruiting, Financial Planners, Employee Benefits, Wealth Accumulation, Retirement, Life Insurance, Portfolio Management, Insurance, Investment Strategies, Investments, Estate Planning, Wealth Management, Mutual Funds, Succession Planning, Wealth, Disability Insurance, Strategic Financial..., Business Planning, Risk Management, Coaching, Fixed Annuities, Financial Advisory, Term Life Insurance
Education
University of Alberta 1971 — 1976
B. Sc., B.Com.
Freedom 55 Financial March 2009 - Present
Skills
Insurance Planning, Group Benefits, New Business Development, Retirement Planning, Recruiting, Financial Planners, Employee Benefits, Wealth Accumulation, Retirement, Life Insurance, Portfolio Management, Insurance, Investment Strategies, Investments, Estate Planning, Wealth Management, Mutual Funds, Succession Planning, Wealth, Disability Insurance, Strategic Financial..., Business Planning, Risk Management, Coaching, Fixed Annuities, Financial Advisory, Term Life Insurance
Education
University of Alberta 1971 — 1976
B. Sc., B.Com.
Hailin Wang's Freedom 55 Financial Experience 2005 - 2006
Job Policy Analyst at Infrastructure Canada
Industry Public Policy
Experience
Infrastructure Canada November 2008 - Present
Centre for Intercultural Development (CI-CD) February 2010 - June 2010
Infrastructure Canada September 2009 - October 2009
Indian and Northern Affairs Canada 2008 - 2008
HR Block Tax and Business Services 2005 - 2008
University of Ottawa 2005 - 2006
Freedom 55 Financial 2005 - 2006
Fudan University September 2000 - December 2002
Allianz Insurance Company September 1999 - December 2002
Skills
Project Management, Government, Policy, Volunteer Management, Budgets, Strategic Planning, Time Management, Leadership, Financial Analysis, Report Writing, Team Leadership
Education
Certified Management Accounant 2009 — 2012
CMA, Finance & Management
Graybridge Malkam 2010 — 2010
Full-time French training
University of Ottawa 2004 — 2005
Masters, Economics
Southwestern University of Finance and Economics 1999 — 2005
Honours Bachelor, Economics, specialization in Taxation
Infrastructure Canada November 2008 - Present
Centre for Intercultural Development (CI-CD) February 2010 - June 2010
Infrastructure Canada September 2009 - October 2009
Indian and Northern Affairs Canada 2008 - 2008
HR Block Tax and Business Services 2005 - 2008
University of Ottawa 2005 - 2006
Freedom 55 Financial 2005 - 2006
Fudan University September 2000 - December 2002
Allianz Insurance Company September 1999 - December 2002
Skills
Project Management, Government, Policy, Volunteer Management, Budgets, Strategic Planning, Time Management, Leadership, Financial Analysis, Report Writing, Team Leadership
Education
Certified Management Accounant 2009 — 2012
CMA, Finance & Management
Graybridge Malkam 2010 — 2010
Full-time French training
University of Ottawa 2004 — 2005
Masters, Economics
Southwestern University of Finance and Economics 1999 — 2005
Honours Bachelor, Economics, specialization in Taxation
Little Donald's Freedom 55 Financial Experience February 2007 - Present
Job Financial Advisor, Freedom 55 Financial
Industry Financial Services
Experience
Freedom 55 Financial February 2007 - Present
Education
University of Guelph
B.Sc.(Agr), Economics
Freedom 55 Financial February 2007 - Present
Education
University of Guelph
B.Sc.(Agr), Economics
Jason BHM's Freedom 55 Financial Experience August 2011 - Present
Job Financial Security Planner at Freedom 55 Financial
Industry Financial Services
Experience
Freedom 55 Financial August 2011 - Present
RBC Direct Investing February 2008 - March 2011
Sutton Group Associates Realty Inc. Brokerage April 2006 - January 2008
Skills
Investments, Portfolio Management, Finance, Risk Management, Analysis, Retirement, Securities, Management, Equities, Financial Services, Insurance, Competitive Analysis, Disability Insurance, Wealth Accumulation, Trading, Critical Illness, Access, Recruiting, Economics, Integration
Education
Investment Funds Institute of Canada - IFIC 2011 — 2011
Canadian Investment Funds Course - Mutual Funds License, IFIC
Life License Qualification Program - LLQP 2010 — 2010
Life License, LLQP
Ryerson University 2002 — 2007
Bachelor of Commerce, Information Technology - E Commerce
Freedom 55 Financial August 2011 - Present
RBC Direct Investing February 2008 - March 2011
Sutton Group Associates Realty Inc. Brokerage April 2006 - January 2008
Skills
Investments, Portfolio Management, Finance, Risk Management, Analysis, Retirement, Securities, Management, Equities, Financial Services, Insurance, Competitive Analysis, Disability Insurance, Wealth Accumulation, Trading, Critical Illness, Access, Recruiting, Economics, Integration
Education
Investment Funds Institute of Canada - IFIC 2011 — 2011
Canadian Investment Funds Course - Mutual Funds License, IFIC
Life License Qualification Program - LLQP 2010 — 2010
Life License, LLQP
Ryerson University 2002 — 2007
Bachelor of Commerce, Information Technology - E Commerce
Wilton Lee's Freedom 55 Financial Experience September 2004 - November 2007
Job Estate Planning Specialist at RBC Wealth Management Financial Services
Industry Financial Services
Experience
RBC Wealth Management Financial Services April 2015 - Present
Great West Life November 2007 - April 2015
Freedom 55 Financial September 2004 - November 2007
Canada Jet Charters March 2000 - December 2003
Lee Aviation July 1988 - June 1999
Skills
Professional pilot, Operations Management, Disability Insurance, Insurance, Financial Planners, Commercial Aviation, Employee Benefits, Investments, Estate Planning, Aircraft, Flight Safety, Valuation, Strategic Planning, Corporate Finance, Negotiation, Due Diligence, Private Equity, Business Strategy
Education
University of the Fraser Valley/ Coastal Pacific Aviation 1986 — 1988
Diploma in Aviation, Aviation
The University of British Columbia / UBC 1983 — 1987
BA, Economics
St Georges High School 1979 — 1981
RBC Wealth Management Financial Services April 2015 - Present
Great West Life November 2007 - April 2015
Freedom 55 Financial September 2004 - November 2007
Canada Jet Charters March 2000 - December 2003
Lee Aviation July 1988 - June 1999
Skills
Professional pilot, Operations Management, Disability Insurance, Insurance, Financial Planners, Commercial Aviation, Employee Benefits, Investments, Estate Planning, Aircraft, Flight Safety, Valuation, Strategic Planning, Corporate Finance, Negotiation, Due Diligence, Private Equity, Business Strategy
Education
University of the Fraser Valley/ Coastal Pacific Aviation 1986 — 1988
Diploma in Aviation, Aviation
The University of British Columbia / UBC 1983 — 1987
BA, Economics
St Georges High School 1979 — 1981
Shanna He's Freedom 55 Financial Experience November 2014 - Present
Job Administrative Associate/ Marketing Associate at Freedom 55 Financial
Industry Financial Services
Experience
Freedom 55 Financial November 2014 - Present
Alma Mater Society of UBC Vancouver August 2012 - Present
Kiwassa Neighbourhood Services Association May 2012 - Present
Federal Liberal Party of Canada April 2011 - Present
UBC iBookUnion September 2012 - April 2014
DW Simpson 2014 - 2014
UBC Arts Undergraduate Society September 2011 - September 2011
Thunderbird Elementary February 2011 - February 2011
Skills
Mandarin, Teamwork, Data Analysis, Analytical Skills, Communication skills, interpersonal skills, economics, statistics, Economics, Microsoft Word
Education
The University of British Columbia 2009 — 2012
BA, Economics and Statistics
The University of Western Ontario
Freedom 55 Financial November 2014 - Present
Alma Mater Society of UBC Vancouver August 2012 - Present
Kiwassa Neighbourhood Services Association May 2012 - Present
Federal Liberal Party of Canada April 2011 - Present
UBC iBookUnion September 2012 - April 2014
DW Simpson 2014 - 2014
UBC Arts Undergraduate Society September 2011 - September 2011
Thunderbird Elementary February 2011 - February 2011
Skills
Mandarin, Teamwork, Data Analysis, Analytical Skills, Communication skills, interpersonal skills, economics, statistics, Economics, Microsoft Word
Education
The University of British Columbia 2009 — 2012
BA, Economics and Statistics
The University of Western Ontario
Michael YC Liu's Freedom 55 Financial Experience February 2014 - Present
Job Successful financial advisor. No. 1 director in F55F coaching new blood to build up the bright career!
Industry Financial Services
Experience
Freedom 55 Financial February 2014 - Present
CanPerfect Wealth Management & Consulting Groups Ltd.. January 2011 - Present
Freedom 55 Financial July 2007 - January 2014
Skills
Financial Planning, Wealth Management, Strategic Planning, Strategic Financial..., Insurance, Investments, Finance, Leadership, Financial Risk, Risk Management, Asset Management, Risk Assessment, Protection, Banking, Personal Financial..., Financial Analysis, Credit, Risk Analysis, Analysis, Management
Education
The University of British Columbia 2003 — 2006
Bachelor of Commerce (B.Com.)
Freedom 55 Financial February 2014 - Present
CanPerfect Wealth Management & Consulting Groups Ltd.. January 2011 - Present
Freedom 55 Financial July 2007 - January 2014
Skills
Financial Planning, Wealth Management, Strategic Planning, Strategic Financial..., Insurance, Investments, Finance, Leadership, Financial Risk, Risk Management, Asset Management, Risk Assessment, Protection, Banking, Personal Financial..., Financial Analysis, Credit, Risk Analysis, Analysis, Management
Education
The University of British Columbia 2003 — 2006
Bachelor of Commerce (B.Com.)
Nabeel Rahim's Freedom 55 Financial Experience July 2007 - Present
Job Financial Security Advisor at Freedom 55 Financial
Industry Financial Services
Experience
Freedom 55 Financial July 2007 - Present
Education
Seneca College of Applied Arts and Technology 2003 — 2007
Business Administration, Management
Freedom 55 Financial July 2007 - Present
Education
Seneca College of Applied Arts and Technology 2003 — 2007
Business Administration, Management
Maria Teresa Uribe's Freedom 55 Financial Experience July 2007 - June 2015
Job Financial Security Advisor & Group Insurance Advisor
Industry Financial Services
Experience
Autonomme July 2015 - Present
Freedom 55 Financial July 2007 - June 2015
Basic 2000 March 1995 - November 1999
National Registration of Civil State January 1998 - October 1999
Textiles Nylon November 1998 - August 1999
Arbur Ltda - Own Company March 1987 - February 1995
Shell Oil Company August 1983 - November 1987
IBM August 1978 - July 1982
FABRICATO August 1977 - May 1980
Procesadora de Leche S.A September 1976 - April 1977
Skills
Informatics, Financial Analysis, Group Insurance, Direct Sales, Project Management, Owner-managed businesses
Education
CEGEP St-Laurent, Québec Canada 2002 — 2003
DEC en Infromatique de Gestion, Informatique
1972 — 1976
1976, IT Technologies
Université EAFIT - Medellin,Colombia 1972 — 1976
1976, Informatique
Autonomme July 2015 - Present
Freedom 55 Financial July 2007 - June 2015
Basic 2000 March 1995 - November 1999
National Registration of Civil State January 1998 - October 1999
Textiles Nylon November 1998 - August 1999
Arbur Ltda - Own Company March 1987 - February 1995
Shell Oil Company August 1983 - November 1987
IBM August 1978 - July 1982
FABRICATO August 1977 - May 1980
Procesadora de Leche S.A September 1976 - April 1977
Skills
Informatics, Financial Analysis, Group Insurance, Direct Sales, Project Management, Owner-managed businesses
Education
CEGEP St-Laurent, Québec Canada 2002 — 2003
DEC en Infromatique de Gestion, Informatique
1972 — 1976
1976, IT Technologies
Université EAFIT - Medellin,Colombia 1972 — 1976
1976, Informatique
Eric Pun's Freedom 55 Financial Experience February 2007 - November 2010
Job Associate Manager
Industry Financial Services
Experience
Desjardins Financial Security Independent Network December 2010 - Present
Desjardins Financial Security Independent Network December 2010 - Present
Freedom 55 Financial February 2007 - November 2010
Education
The University of British Columbia
Economics
Walnut Grove Secondary
Desjardins Financial Security Independent Network December 2010 - Present
Desjardins Financial Security Independent Network December 2010 - Present
Freedom 55 Financial February 2007 - November 2010
Education
The University of British Columbia
Economics
Walnut Grove Secondary
Dan Axford's Freedom 55 Financial Experience May 2010 - February 2011
Job Banking Advisor at RBC
Industry Banking
Jay Tang's Freedom 55 Financial Experience October 2008 - August 2012
Job Senior Sales Rep at Crius Financial Service Corp
Industry Financial Services
Experience
Crius Financial Corporation September 2012 - Present
Royal Pacific Realty Kingsway March 2010 - Present
Freedom 55 Financial October 2008 - August 2012
Skills
Investments, Retirement Planning, Finance, Financial Planners, Mutual Funds, Strategic Financial..., Estate Planning, Disability Insurance, Critical Illness, Portfolio Management, Wealth Accumulation, Life Insurance, Financial Analysis, Insurance, Risk Management, Financial Modeling, Employee Benefits, Valuation, Corporate Finance, Customer Service, Real Estate
Education
Simon Fraser University 2005 — 2007
Communication
Xi'an Jiaotong University 2000 — 2004
Bachelor's degree, Finance
Crius Financial Corporation September 2012 - Present
Royal Pacific Realty Kingsway March 2010 - Present
Freedom 55 Financial October 2008 - August 2012
Skills
Investments, Retirement Planning, Finance, Financial Planners, Mutual Funds, Strategic Financial..., Estate Planning, Disability Insurance, Critical Illness, Portfolio Management, Wealth Accumulation, Life Insurance, Financial Analysis, Insurance, Risk Management, Financial Modeling, Employee Benefits, Valuation, Corporate Finance, Customer Service, Real Estate
Education
Simon Fraser University 2005 — 2007
Communication
Xi'an Jiaotong University 2000 — 2004
Bachelor's degree, Finance
samson arregba's Freedom 55 Financial Experience November 2007 - August 2008
Job CSR at DYNAMIC FUNDS
Industry Financial Services
Experience
DYNAMIC FUNDS January 2011 - Present
Solium Capital August 2008 - August 2010
Freedom 55 Financial November 2007 - August 2008
Education
Université de Montréal 2001 — 2005
BAC, ECONOMICS
DYNAMIC FUNDS January 2011 - Present
Solium Capital August 2008 - August 2010
Freedom 55 Financial November 2007 - August 2008
Education
Université de Montréal 2001 — 2005
BAC, ECONOMICS
Alain Bessette's Freedom 55 Financial Experience March 2011 - August 2013
Job Business Developpement at Box Stratégies inc.
Industry Marketing and Advertising
Experience
Freedom 55 Financial March 2011 - August 2013
9190-3773 Québec inc December 2007 - February 2011
Bank of Montreal September 2006 - November 2007
Education
Université du Québec à Montréal 2000 — 2003
Bachelor's degree, Business Administration and Management, General
Collège Ahuntsic 1998 — 2000
DEC, Administration
Collège Mont-Saint-Louis 1993 — 1998
DES
Freedom 55 Financial March 2011 - August 2013
9190-3773 Québec inc December 2007 - February 2011
Bank of Montreal September 2006 - November 2007
Education
Université du Québec à Montréal 2000 — 2003
Bachelor's degree, Business Administration and Management, General
Collège Ahuntsic 1998 — 2000
DEC, Administration
Collège Mont-Saint-Louis 1993 — 1998
DES
Susie Cheung's Freedom 55 Financial Experience January 2010 - April 2010
Job Seeking Employment in Wealth and Retirement Planning
Industry Investment Management
Experience
Freedom 55 Financial January 2010 - April 2010
Skills
Customer Service, Coaching, Life Insurance, Team Building, Account Management, Employee Benefits, Term Life Insurance, Leadership, Sales, Strategic Planning, Cold Calling, Disability Insurance, Retirement, Time Management, Critical Illness, Life & Health Insurance...
Education
Everest College- 2013 — 2014
Diploma in Accounting and Payroll Administration Program, Graduated with Honours
H&R Block Income Tax Preparation Level 1 2011 — 2011
Personal Income Tax Preparation
Seneca College of Applied Arts and Technology 1999 — 2002
Computer Programming and Analysis Program
Centennial College School of Business 1996 — 1998
Diploma in Biological Technician Industrial Microbiology Program
Freedom 55 Financial January 2010 - April 2010
Skills
Customer Service, Coaching, Life Insurance, Team Building, Account Management, Employee Benefits, Term Life Insurance, Leadership, Sales, Strategic Planning, Cold Calling, Disability Insurance, Retirement, Time Management, Critical Illness, Life & Health Insurance...
Education
Everest College- 2013 — 2014
Diploma in Accounting and Payroll Administration Program, Graduated with Honours
H&R Block Income Tax Preparation Level 1 2011 — 2011
Personal Income Tax Preparation
Seneca College of Applied Arts and Technology 1999 — 2002
Computer Programming and Analysis Program
Centennial College School of Business 1996 — 1998
Diploma in Biological Technician Industrial Microbiology Program
Matt Vuong's Freedom 55 Financial Experience 2014 - Present
Job Financial Security Advisor at Freedom 55 Financial
Industry Financial Services
Experience
Freedom 55 Financial 2014 - Present
Quadrus Investments 2014 - Present
Longview Solutions March 2011 - January 2013
Vistek March 2010 - March 2011
Skills
Microsoft SQL Server, Business Intelligence, Business Analysis, SQL, Enterprise Software, Requirements Analysis, Software Project..., CRM, Integration, Project Management, Cloud Computing, Team Leadership, HTML
Education
Sheridan College
Freedom 55 Financial 2014 - Present
Quadrus Investments 2014 - Present
Longview Solutions March 2011 - January 2013
Vistek March 2010 - March 2011
Skills
Microsoft SQL Server, Business Intelligence, Business Analysis, SQL, Enterprise Software, Requirements Analysis, Software Project..., CRM, Integration, Project Management, Cloud Computing, Team Leadership, HTML
Education
Sheridan College