Dawn Vader, CFP, EPC
Advisor at Red Seal Financial Ltd.- Claim this Profile
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English Full professional proficiency
Topline Score
Bio
Juanpaolo Mercado, CHS
An absolute professional, Dawn is a champion for her client's needs. Her careful attention to detail and unmatched expertise have proven to be the winning formula for finding the best solutions for her client. Together with RBC Insurance, Dawn was able to provide her clients with industry leading Disability Insurance solutions to protect their most valuable assets - their ability to earn a wage. Despite challenges, Dawn's diligence and advocacy ensured her client's received an unbeatable solution.
Juanpaolo Mercado, CHS
An absolute professional, Dawn is a champion for her client's needs. Her careful attention to detail and unmatched expertise have proven to be the winning formula for finding the best solutions for her client. Together with RBC Insurance, Dawn was able to provide her clients with industry leading Disability Insurance solutions to protect their most valuable assets - their ability to earn a wage. Despite challenges, Dawn's diligence and advocacy ensured her client's received an unbeatable solution.
Juanpaolo Mercado, CHS
An absolute professional, Dawn is a champion for her client's needs. Her careful attention to detail and unmatched expertise have proven to be the winning formula for finding the best solutions for her client. Together with RBC Insurance, Dawn was able to provide her clients with industry leading Disability Insurance solutions to protect their most valuable assets - their ability to earn a wage. Despite challenges, Dawn's diligence and advocacy ensured her client's received an unbeatable solution.
Juanpaolo Mercado, CHS
An absolute professional, Dawn is a champion for her client's needs. Her careful attention to detail and unmatched expertise have proven to be the winning formula for finding the best solutions for her client. Together with RBC Insurance, Dawn was able to provide her clients with industry leading Disability Insurance solutions to protect their most valuable assets - their ability to earn a wage. Despite challenges, Dawn's diligence and advocacy ensured her client's received an unbeatable solution.
Credentials
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CERTIFIED FINANCIAL PLANNER® ("CFP")
Financial Planning Standards Council (FPSC)Sep, 2015- Nov, 2024 -
Life Insurance License
Alberta Insurance CouncilAug, 2011- Nov, 2024
Experience
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Red Seal Financial Ltd.
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Canada
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Financial Services
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1 - 100 Employee
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Advisor
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Jan 2014 - Present
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Life Insurance Specialist & Financial Services
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2000 - 2013
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Treasurer
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2003 - 2009
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BMO
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Canada
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Financial Services
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700 & Above Employee
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Commercial Manager & Private Banker
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1985 - 2000
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Education
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Financial Planning Standards Council ("FPSC")
Certified Financial Planner -
Alberta Insurance Council
LLQP - Life License for Insurance Advisors -
Advocis Banff School
Financial Planning and Services -
Fairway Divorce Solutions
INR Divorce Mediation Certified, Mediation -
Canadian Initiative for Elder Planning Studies
EPC, Elder Planning