Experience

• 

  BlueShore Financial

  • Canada
  • Banking
  • 300 - 400 Employee

  • Senior General Manager Client Experience

    • Jan 2021 - Present

  • Community Manager

    • Feb 2018 - Present

    The Lonsdale financial spa and corporate office is the largest of all branches operated by BlueShore Financial. The financial spa is strategically located in the hub of North Vancouver’s business and growing residential community. BlueShore Financial's offer of expert advice from our accredited financial advisers is the strength of our continued successes, along with our commitment to the client experience building long lasting trusted relationships within a niche affluent market. We value our clients! Which means our attention and focus is committed to delivering on our brand promise “be richly valued.”

• 

  BlueShore Financial (operating name North Shore Credit Union)

  • Parkgate Branch 3680 Mt. Seymour Parkway North Vancouver, BC V7H 2Y5

  • Branch Manager

    • Oct 2004 - Jan 2021
    • Parkgate Branch 3680 Mt. Seymour Parkway North Vancouver, BC V7H 2Y5

    As a branch manager it is my role to coach an aspirational team that delivers on North Shore Credit Union's brand.North Shore Credit Union’s vision is to become a premium brand for the affluent in our target markets. We will ensure our clients achieve financial wellness by invitation to receive a financial plan, created and presented by an accredited advisor. Pivotal to our client’s success is receiving expert advice from our advisors, specialist and partners who work together to find effective solid solutions ensuring that our clients reach their financial goals. Our “Wow” experience is supported by a five star service model enhanced by a financial spa boutique. An environment where clients are assisted and advised in an atmosphere tailored for the affluent market. The strength and success of this organization is the people we hire. As a branch manager I oversee that we hire individuals who are genuine in their efforts to support this model and who work well in an thriving, innovative and progressive environment.

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  Parkgate Community Services Society

  • 3625 Baniff Court, North Vancouver, B.C.

  • Vice President Board of Directors

    • May 2008 - Jan 2014
    • 3625 Baniff Court, North Vancouver, B.C.

    . Parkgate Community Service Society in partnership with North Vancouver Recreation provides programs and service to residents in the Seymour/ Deep Cove community.Parkgate Community Center provides opportunities for people of all ages and abilities to come together celebrating the spirit of the Seymour/Deep Cove community. It has been a pleasure to volunteer as one of 11 board members over the last 5 years, assisting in making decisions that will impact the sustainability and success of the Parkgate Community Center going forward.

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  Westminster Savings Credit Union

  • Shaughnessy Station Branch

  • Branch Manager

    • Jan 1979 - Oct 2004
    • Shaughnessy Station Branch