PPI Advisory
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PPI Advisory Employees
Superior Propane August 2014 - Present
LAMAC 2010 - Present
Dennis Vavougios Consultants July 2012 - July 2014
PPI Advisory March 1997 - June 2012
Roy, Lafortune & Associés October 1987 - March 1997
Skills
IT skills, Business Analysis, Level1/Level2 Support, Desktop Application..., Marketing Support, Computer Software..., Windows, XP/Vista/7, Microsoft Office, Software Quality..., Computer Hardware..., Mobile Device..., Internet Troubleshooting, Lotus Notes, LAN-WAN, Requirements Analysis, Life Insurance Concepts, Customer Service, Networking, Technical Support, Active Directory, Troubleshooting, Windows Server, IT Hardware Support, Blackberry Enterprise..., System Deployment, SharePoint, IT Management, Windows 7, Training, Visio, System Administration, Integration, Software Documentation, Operating Systems, Security, Microsoft Exchange, IT Service Management, Analysis, Disaster Recovery, Servers, Windows XP, ITIL, IT Strategy, Databases, VMware, Citrix, Network Administration, Data Center, Creative Problem Solving
Education
Concordia University 1983 — 1986
Math
Herzing Institute of Computer Science 1986 — 1987
Programmer-Analyst (Comp. Sci)
Vanier College 1980 — 1983
Pure & Applied Science
Fairley Erker Advisory Group November 2013 - Present
PPI Advisory September 2006 - November 2013
TWC Financial 2001 - 2005
Hub Financial 1998 - 2000
Segger & Associates Ltd. 1992 - 1997
Skills
Financial Advisory, CLU, Individual Life, Life Insurance, Insurance Planning, Shareholder Agreements, Estate Planning, Insurance, Critical Illness, Retirement Planning, Disability Insurance, Retirement, Fixed Annuities, Charitable Gift Planning, ChFC, Brokers, Financial Planning, Long-term Care, Marketing, Risk Management, Term Life Insurance, Underwriting
Education
University of Alberta 1989 — 1992
BCom, Marketing
The King's University 1987 — 1989
Bachelor’s Degree, History
PPI Advisory December 2014 - Present
City of Ottawa May 2014 - August 2014
Boys and Girls Club of Ottawa September 2013 - August 2014
Skills
Team Leadership, Research, Time Management, Organization, Microsoft Office, SPSS, Statcrunch, Customer Service, Oral & Written..., Microsoft Excel
Education
Carleton University 2009 — 2014
Bachelor of Arts (BA), Criminology and Criminal Justice, concentration in psychology
Sorrell Financial September 2014 - Present
PPI Advisory March 1987 - January 2013
Transamerica(now Aegon Canada) August 1985 - March 1987
Mutual Life of Canada(now Sun Life Financial) July 1982 - August 1985
Skills
Life Insurance, Estate Planning, Insurance, Disability Insurance, Term Life Insurance, Actuarial Science, Retirement, Wealth Management, Financial Services, Universal Life, Critical Illness, Risk Management, Defined Benefit, Financial Advisory, Health Insurance, Financial Planners, Underwriting
Education
Université Laval 1979 — 1982
BSc, Actuarial Science, ..........FCIA, FSA in 1987
Qualified Financial Services January 2012 - Present
PPI Advisory February 2009 - May 2011
Sun Life Financial July 2005 - August 2007
RBC Insurance December 2001 - June 2005
Sunlife of Canada Philippines 1986 - 1997
Skills
Insurance, Fixed Annuities, Customer Service, Mutual Funds, Life Insurance, New Business Development, Retirement Planning, Disability Insurance, Long Term Care Insurance, Critical Illness, Term Life Insurance, Financial Planners, Retirement
Education
LOMA
FLMI, ACS, Insurance
Polytechnic University of the Philippines
Bachelor of Science in Commerce, Accounting
PPI Solutions June 2012 - Present
PPI Advisory May 2011 - June 2012
PPI Advisory May 2007 - May 2011
PPI Financial Group June 2004 - May 2007
Skills
Insurance, Retirement Planning, Insurance Consulting, Business Analysis, Budgets, Analysis, Risk Management..., General Insurance, Universal Life, Process Improvement, Life Insurance, Customer Service, Whole Life, E&O, Negotiation, New Business Development, Estate Planning, Windows, Marketing, Disability Insurance, Critical Illness, Account Management, Health Insurance, Sales Management, Risk Management, Underwriting, Long Term Care Insurance, Long-term Care, Financial Services, Term Life Insurance, Retirement, Brokers
Education
Concordia University 2003 — 2009
Bachelor, Double Major Spanish Literature & Translation
CEGEP - John Abbott College 1999 — 2001
D.E.C., Business/Commerce, General
PPI Benefits June 2013 - Present
PPI Advisory March 2008 - June 2013
Sun Life Financial of Canada March 2005 - March 2008
Canada Life September 2002 - March 2005
PPI Financial Group 2000 - 2002
Manulife Financial 1994 - 1999
Alberta's Children Hospital 1988 - 1994
Skills
Deferred Compensation, Sales Management, Employee Benefits, Leadership, Strategy, Business Development, Sales, Management, Training, Team Building, Coaching, Change Management, Time Management, Leadership Development, Healthcare, Talent Acquisition, Performance Management, Customer Service, Organizational..., Account Management, Risk Management, Employee Training, Employee Relations, Marketing, Mergers & Acquisitions
Education
Red Deer College 1984 — 1987
Nursing Diploma, Nursing
Manulife Financial May 2011 - Present
PPI Advisory 2007 - 2011
PPI Advisory 2005 - 2007
Manulife Financial 2004 - 2005
Sun Life Financial 1996 - 2002
Sun Life Financial 1986 - 1996
Education
Fanshawe College 1981 — 1984
Diploma, Fashion Merchandising / Business