Amy Burke

Associate Advisor at WhiteWater Financial
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Location
CA

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Credentials

  • Kinesiology Certification
    University of Waterloo
  • LLQP
    Real Estate and Mortgage Institute of Canada Inc.
  • MFDA
    The Investment Funds Institute of Canada (IFIC)

Experience

    • Canada
    • Insurance
    • 1 - 100 Employee
    • Associate Advisor
      • Sep 2021 - Present

      I provide clients with: - Investment planning including RRSPs, TFSAs, RESPs - Life Insurance - Critical Illness Insurance - Disability Insurance - Financial advice for families - Financial advice for business owners I provide clients with: - Investment planning including RRSPs, TFSAs, RESPs - Life Insurance - Critical Illness Insurance - Disability Insurance - Financial advice for families - Financial advice for business owners

    • Kennel Staff
      • Jun 2015 - Present
    • Financial Services
    • 700 & Above Employee
    • Advisor
      • Oct 2020 - Sep 2021
    • Canada
    • Wellness and Fitness Services
    • 1 - 100 Employee
    • Assistant Manager, Orthopedic Brace Fitter and Sales Representative
      • Jan 2017 - Oct 2020

      • Promoted and sold orthopedic braces and medical supplies • Assessed customer’s condition and took measurements to recommend appropriate products • Liaised with insurance company representatives to approve coverage • Expanded customer base by engaging medical practitioners at their clinics, pharmacies and training sessions - Obtained, managed and grew sales and customer service relationships with physicians - Participated in sales presentations to medical practitioners advising how to prescribe braces • Shadowed a sports medicine doctor to view his perspective as part of my clinical training • Responsible for continually updating my product knowledge • Created and edited educational and promotional videos on different braces for bracing companies • Employed to develop educational videos for closely related company, Waterloo Sports Medicine • Attended bracing advanced orthopedics conferences and training events: - Ossur Academy, Richmond BC, Advanced Bracing Certification - Breg, Carlsbad California, Advanced Orthopedics: Tech Course Show less

Education

  • University of Waterloo
    Bachelor of Science - BS, Kinesiology and Exercise Science
    2015 - 2019

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