Cassandra Rolph, QAFP™

Financial Planning Associate at IP Private Wealth™
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Contact Information
us****@****om
(386) 825-5501
Location
CA

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Credentials

  • Associate Member
    Advocis
    Oct, 2020
    - Sep, 2024
  • Qualified Associate Financial Planner™
    FP Canada
    Jun, 2022
    - Sep, 2024

Experience

  • IP Private Wealth™
    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Financial Planning Associate
      • Jun 2020 - Present

      IP Private Wealth™ creates a holistic wealth management strategy focused on your goals. We provide the Family Office model to affluent Canadian families and professionals. IP Private Wealth provides a coordinated board of advisors, creating a 360° strategy for wealth management and growth. Our advisors work in tandem to reduce the ‘crossed wires’ effect that occurs when wealthy individuals deal with multiple advisors. WHAT IS A FAMILY OFFICE? A Family Office is a financial management firm that employs a panel of advisors to manage the wealth and finance of an affluent individual or family. A family office provides a centralized hub of cohesive, coordinated advice for all aspects of your financial and life goals. Show less

  • Lake On The Mountain
    • Canada
    • Restaurants
    • 1 - 100 Employee
    • Assistant Manager
      • Jun 2016 - Sep 2019

      Assisted management with training, organization responsibilities, and public relations. I also ensured exceptional guest experiences through attentive service, demonstrating the ability to multi-task with confidence in a fast-paced and demanding environment. Assisted management with training, organization responsibilities, and public relations. I also ensured exceptional guest experiences through attentive service, demonstrating the ability to multi-task with confidence in a fast-paced and demanding environment.

  • Canoe North Adventures
    • Canada
    • Leisure, Travel & Tourism
    • 1 - 100 Employee
    • Client Experience Associate
      • Jul 2014 - Aug 2015

      Assisted guests in their preparation for remote canoe trips on some of Canada's most northern rivers. I responded effectively to guests' needs and ensured critical canoe trip bags and supplies were packed and organized efficiently. In addition, I led nightly events and activities ensuring the best customer experience. Assisted guests in their preparation for remote canoe trips on some of Canada's most northern rivers. I responded effectively to guests' needs and ensured critical canoe trip bags and supplies were packed and organized efficiently. In addition, I led nightly events and activities ensuring the best customer experience.

Education

  • Western University
    Bachelor of Arts, Honors Specialization in Global Development Studies
    2015 - 2020
  • Trinity College School - TCS
    High School Diploma
    2011 - 2015

Community

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