Experience

Aimstar Capital Group Inc.

• Canada
• Investment Management
• 1 - 100 Employee

• Director

  • Sep 2022 - Present



Relia Partners Financial

• Canada
• Financial Services

• Financial Advisor, Sales Manager

  • Jan 2016 - Present

   Fully Licensed Financial Advisor providing comprehensive financial planning services Developed professional relationships with nearly 100 clients, review clients’ investment portfolio regularly and evaluate an investment’s performance toward achieving long-term financial goals. Collaborated with both the parent company and external professionals to meet client’s financial goals and objectives.  Fully Licensed Financial Advisor providing comprehensive financial planning services Developed professional relationships with nearly 100 clients, review clients’ investment portfolio regularly and evaluate an investment’s performance toward achieving long-term financial goals. Collaborated with both the parent company and external professionals to meet client’s financial goals and objectives.



Amerity Wealth Management Inc.

• Canada
• Financial Services
• 1 - 100 Employee

• Branch Manager

  • Jun 2018 - Dec 2021



Desjardins Financial Security Independent Network

• Canada
• Financial Services
• 400 - 500 Employee

• Marketing Associate Manager

  • Feb 2015 - Dec 2015

   Analyze market and existing client portfolio and make strategic sales plan with customers feedback Assist Branch Manager and Financial Advisors in Organizing Monthly Financial Planning seminar Completed LLQP Insurance license and help Financial Advisors in making Financial Need Analysis Report and Insurance recommendations. Respond and resolve customer inquiries regarding to tax, insurance and investment planning.  Analyze market and existing client portfolio and make strategic sales plan with customers feedback Assist Branch Manager and Financial Advisors in Organizing Monthly Financial Planning seminar Completed LLQP Insurance license and help Financial Advisors in making Financial Need Analysis Report and Insurance recommendations. Respond and resolve customer inquiries regarding to tax, insurance and investment planning.