Bio
Credentials
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LLQP - Life Licence
Province of NB NSMay, 2018- Apr, 2026 -
Personal Financial Planning PFP
Canadian Securities Institute (CSI)Jan, 2015- Apr, 2026 -
SMWW Digital Video Editing
SMWW Sports Management WorldwideDec, 2007- Apr, 2026 -
SMWW Basketball General Manager and Scouting
SMWW Sports Management WorldWideJul, 2007- Apr, 2026
Experience
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Hiring Director
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Apr 2024 - Present
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Insurance Advisor
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May 2018 - Present
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HRM
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CUA
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Halifax, Canada Area
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Financial Advisor
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Sep 2017 - Mar 2018
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Halifax, Canada Area
Advisor to the members in Day to Day banking and Lending to meet their Needs and Goals
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TD
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Bedford Nova Scotia
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Financial Advisor
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Jun 2016 - Jun 2017
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Bedford Nova Scotia
Manage and Grow client base through prospecting and referrals. Advise, clarify and execute clients financial goals through use of banking, credit and investments both non-registered and registered.
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RBC
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Bedford Nova Scotia
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Financial Advisor
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Jul 2006 - Jun 2016
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Bedford Nova Scotia
client based financial goals setting in areas of banking, credit, investments & protecting through use of insurances
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Coastal Graphics
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Fredericton New Brunswick
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Outside Sales Representative
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2001 - 2005
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Fredericton New Brunswick
Promotional Products sales to Education institutions, Businesses and Associations. Sales cycle management to execute effective and efficient customer service
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advisor
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1996 - 2000
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Education
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2018 -LLQP - Life Licence
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Canadian Securities Institute
Personal Financial Planner (PFP) -
2007 - 2007SMWW Sports Management Worldwide
Basketball General Manager and Scouting -
1989 - 1994University of New Brunswick
Bachelor of Business Administration (BBA) -
1986 - 1989FHS
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FHS
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University of New Brunswick
Suggested Services
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Industry Focus. “Insurance”
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References
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