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Bio

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Topline AI

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Experience

    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Co-Founder
      • Dec 2020 - Present

      HeyAdvisor is a subscription-based content library for Canadian Financial Professionals. Our library covers wealth planning opportunities around the various life events of a client.

    • Canada
    • Financial Services
    • Vice President, Practice Management
      • Jul 2021 - Present

    • Customer Success Officer
      • Jan 2017 - Jul 2021

    • Associate
      • Mar 2011 - Mar 2018

    • Canada
    • Banking
    • 700 & Above Employee
    • Customer Service Representative
      • Dec 2009 - Mar 2011

    • Telecommunications
    • Global Learning Coordinator
      • Nov 2008 - Dec 2009

Education

  • University of Guelph
    BCOMM, Marketing Management
    2004 - 2008

Community

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