Experience

Independent Financial Concepts Group Ltd.

• Canada
• Insurance
• 1 - 100 Employee

• Research and Investment Analyst

  • Jan 2011 - Present

  • Construct diversified mutual fund portfolios for two Financial Advisors utilizing MorningstarAdvisor, Microsoft Excel, and GlobeAdvisor based on clients’ investment goals and risk tolerance levels. • Conduct investment portfolio and transaction analysis utilizing filters and PivotTables in Microsoft Excel. • Re-balance client investments in order to maintain asset allocation levels and propose fund changes in order to ensure optimal portfolio performance. • Perform general research on the investment and insurance industries and present analysis to Advisors. • Create insurance illustrations and analyze clients’ needs for life, critical illness, disability, and group policies.



CIBC

• Canada
• Banking
• 700 & Above Employee

• Financial Analyst (Contract)

  • Apr 2009 - May 2009

  Conducted Space Validation Exercise and analysis of CIBC office space resulting in consolidation of office space in downtown Toronto. Conducted Space Validation Exercise and analysis of CIBC office space resulting in consolidation of office space in downtown Toronto.



CIBC

• Canada
• Banking
• 700 & Above Employee

• Financial Analyst Intern

  • May 2007 - Aug 2007

  • Created 2008 Occupancy Budget analysis of branch and office space and presentation for Senior Vice President, finding and correcting a $1 million error in the process. • Conducted Space Validation Exercise and analysis of CIBC office space together with fellow interns, for which we were awarded the CIBC Q3 Team Achiever’s Award. • Assisted Senior Director in preparing Corporate Real Estate’s 2008 Operating Expense plan, and presented analysis to departmental Vice President. • Created 2008 Occupancy Budget analysis of branch and office space and presentation for Senior Vice President, finding and correcting a $1 million error in the process. • Conducted Space Validation Exercise and analysis of CIBC office space together with fellow interns, for which we were awarded the CIBC Q3 Team Achiever’s Award. • Assisted Senior Director in preparing Corporate Real Estate’s 2008 Operating Expense plan, and presented analysis to departmental Vice President.



Retirement Residences REIT

• Operations Analyst

  • May 2003 - Dec 2006

  • Participated in Acuity Task Force to review resident care packages and maximize revenue. • Participated in Task Force’s comprehensive review of care-tracking software systems for purchase and implementation. • Analyzed pricing structure of resident care delivery in order to update corporate models. • Created and manipulated residence financial variance reports and annual budget analysis. • Participated in Acuity Task Force to review resident care packages and maximize revenue. • Participated in Task Force’s comprehensive review of care-tracking software systems for purchase and implementation. • Analyzed pricing structure of resident care delivery in order to update corporate models. • Created and manipulated residence financial variance reports and annual budget analysis.