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Credentials

  • Advanced Course
    Landmark
    Apr, 2023
    - Apr, 2026
  • The Landmark Forum
    Landmark
    Mar, 2023
    - Apr, 2026
  • AFCC® (Accredited Financial Counselor – Canada)
    AFCPE® (Association for Financial Counseling and Planning Education®)
    Jan, 2010
    - Apr, 2026
  • Insolvency Counsellor's Qualification Course - the ICQC
    Canadian Association of Insolvency and Restructuring Professionals
    Jan, 1998
    - Apr, 2026
  • Accredited Financial Counsellor Canada®
    AFCPE® (Association for Financial Counseling and Planning Education®)
    Jan, 2010
    - Apr, 2026
  • Certified ScrumMaster® (CSM®)
    Scrum Alliance
    May, 2021
    - Apr, 2026

Experience

    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Financial Coaching Manager
      • Jun 2023 - Present

    • Project Manager
      • Sep 2020 - Jun 2023

    • Senior Credit Counsellor
      • Nov 2019 - Sep 2020

    • Executive Director
      • Jul 2018 - Nov 2019

    • AFCC Credit Counsellor
      • Sep 1997 - Nov 2019

      July 2018 Executive Director 2017 - 2018 Senior Credit Counsellor1998-Present CounsellorProvide non-judgmental professional counselling to individuals to find a realistic and satisfactory solution to their financial needs Advise individuals experiencing financial difficulties Provide assistance with budgeting Provide options for managing debt Provide support & referrals where necessary Act as liaison or advocate for clients Administer Debt Management Programs Complete files & reports regularly Provide bankruptcy and consumer proposal counselling sessions Member of team of counsellors – each with own caseload Participate in public education and speaking engagements Assisted in development of website www.ccrn.ca1997-1998 Administrative Assistant Provided support to counsellors & executive director Processed payments, bank deposits, bank reconciliation & statistics Scheduled appointments

    • Mental Health Crisis Worker
      • 2001 - 2004
      • St. Catharines General Hospital

       Provided crisis counselling at the St. Catharines & Welland hospitals Consulted with Emergency Department physician and personnel, Niagara Regional Police, and families of patients Completed mental health assessments & suicide risk assessments Provided referrals where necessary

    • Information Counsellor
      • May 1995 - Sep 1997

      Resource Counsellor Assessed needs to determine requirements & direct to appropriate resources Data entry, research, & statistics Prepared income tax forms Linked volunteers with appropriate positions Operated satellite office (Niagara Falls)Children’s Services Information Line Provided accurate information about children’s services in area Linked callers directly to appropriate agencyNiagara Regional Cultural Interpreting Service Worked with various social services to provide cultural interpreters to the non-English speaking population Coordinated appointments for agencies, clients & interpreters

Education

  • 1992 - 1995
    Brock University
    Bachelor of Arts (BA), Psychology and Sociology
  • 1991 - 1992
    St Catharines Business College
    Business Administration

Suggested Services

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Industry Focus. “Financial Services”

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