See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Bio

Generated by
Topline AI
Delilah Dushenski is a seasoned financial professional with 30+ years of experience in financial planning, life insurance, and estate administration. She holds various certifications, including Certified Financial Planner and Certified Management Accountant. Delilah has worked with numerous clients, providing financial guidance and planning services.

Credentials

  • Certified Financial Planner
    Financial Planning Standards Council (FPSC)
    Jan, 2010
    - Jun, 2026
  • Elder Planning Counselor
    Canadian Initiative for Elder Planning Studies
    Jan, 2007
    - Jun, 2026
  • Canadian Investment Funds Course
    The Investment Funds Institute of Canada (IFIC)
    Jan, 2000
    - Jun, 2026
  • Canadian Securities Course
    Canadian Securities Institute (CSI)
    Jan, 1984
    - Jun, 2026
  • CERTIFIED FINANCIAL PLANNER®
    Financial Planning Standards Council
    Aug, 2010
    - Jun, 2026

Experience

  • SK Logan & Associates
    • Calgary, Canada Area
    • Certified Financial Planner / Financial Advisor
      • 1998 - Present
      • Calgary, Canada Area

      • Developed strong relationships with clients, identified areas of risk, analyzed problems, and recommended innovative and creative solutions to business owners, professionals, and families• Counseled clients as they faced new challenges and risks such as market volatility, pension plan changes ...

    • Insolvency Consultant to Hudson & Company Insolvency Trustees Inc.
      • 1995 - 1998
      • Calgary, Canada Area

      • Secured premises to protect assets and preserve goodwill• Assisted creditors in assessing the value of their security and debtor’s viability• Assessed the insolvent company’s operations potential for profitability• Administered claims’ processes• Assisted Chairman at Creditors’ meetings• Prepar...

  • Canada Life
    • Calgary, Canada Area
    • Life Insurance Agent
      • 1988 - 1990
      • Calgary, Canada Area

      • Marketed life and disability insurance products• Assisted clients with budgeting, financial planning, and estate planning• Customized personal financial plans for clients

  • Thorne Ernst & Whinney
    • Calgary, Canada Area
    • Estate Administrator
      • 1985 - 1987
      • Calgary, Canada Area
  • Merland Exploration Limited
    • Calgary, Canada Area
    • Financial Analyst
      • 1984 - 1985
      • Calgary, Canada Area
  • Palliser Grain Co. Ltd.
    • Calgary, Canada Area
    • Accountant
      • 1983 - 1984
      • Calgary, Canada Area
  • Arthur Andersen & Co.
    • Calgary, Canada Area
    • Accountant
      • 1980 - 1983
      • Calgary, Canada Area

Education

  • CPA ( formerly Certified Management Accountants of Canada)
  • 1976 - 1980
    University of Alberta

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. Add an industry

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles