Bio
Credentials
-
Advanced Course
LandmarkApr, 2023- Apr, 2026 -
The Landmark Forum
LandmarkMar, 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 ProfessionalsJan, 1998- Apr, 2026 -
Accredited Financial Counsellor Canada®
AFCPE® (Association for Financial Counseling and Planning Education®)Jan, 2010- Apr, 2026 -
Certified ScrumMaster® (CSM®)
Scrum AllianceMay, 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
-
Canadian Mental Health Association, Niagara Branch
-
St. Catharines General Hospital
-
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 - 1995Brock University
Bachelor of Arts (BA), Psychology and Sociology -
1991 - 1992St Catharines Business College
Business Administration
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
Looking to Create a Custom Project?Get StartedNeed a custom project? We'll create a solution designed specifically for your project.
References
Social Profiles
Community
You need to have a working account to view this content. Click here to join now -