Jacqueline Ozdemir, MBA, CFA
Financial Advisor at Ferguson Financial Planning of Assante Capital Management Ltd.- Claim this Profile
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Bio
Credentials
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Life Insurance and Accident & Sickness Insurance Agent
Financial Services Regulatory Authority of Ontario (FSRA)Jun, 2020- Nov, 2024 -
Chartered Financial Analyst (CFA)
CFA Institute
Experience
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Ferguson Financial Planning | CI Assante Wealth Management
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Canada
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Financial Services
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1 - 100 Employee
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Financial Advisor
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Feb 2016 - Present
• I work closely with clients to be their chief financial officer, in all aspects of their financial affairs, so they can focus on the joyful aspects of life. • I work with my clients to build and set up their portfolios, made up of stocks, bonds, ETFs, private equity and alternative investments, based on a client’s individual return needs. • I create cashflow plans for clients that are in or entering retirement so they know when to start collecting CPP and OAS, when to start redeeming from their RRSP, how to reduce OAS clawback, whether to commute their company pension and whether their investments need to be more conservative or aggressive. • I offer solutions to eliminate and reduce tax on investments. • I help clients find the right insurance coverage to prevent drain on their savings in the event of illness or disability and help them leave more to their family and less to CRA in the event of death.
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BMO Commercial Bank
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Canada
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Financial Services
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700 & Above Employee
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Associate, Corporate Finance Division
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Oct 2014 - Feb 2016
Monitored a portfolio of 13 Asset Based Lending customers in various industries across Canada including the retail, oil & gas, construction, and agriculture industry. Responsible for tracking AR and inventory balances and financial performance each month to ensure the bank's risk with the customer has not changed. Monitored a portfolio of 13 Asset Based Lending customers in various industries across Canada including the retail, oil & gas, construction, and agriculture industry. Responsible for tracking AR and inventory balances and financial performance each month to ensure the bank's risk with the customer has not changed.
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Macquarie Group
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Australia
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Financial Services
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700 & Above Employee
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Credit Analyst
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Apr 2014 - Oct 2014
Oversaw and managed the Canadian leasing credit portfolio which consisted of publicly and privately owned corporations. Reviewed financial statements and business profile of new customers in order to assign an internal credit rating that would be used to determine the interest rate and subsequent lease rate factor on the customer's leases.
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Senior Associate
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May 2011 - Apr 2014
Oversaw and managed a leasing portfolio with a Total Market Value of $64M consisting of 60+ Canadian private and public sector organizations. Managed clients through entire leasing life cycle, including lease documentation, vendor coordination and payment, rental invoicing, collections, end of lease pickups and returns, and daily client support.
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Education
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2008 - 2010
DeGroote School of Business - McMaster University
Master of Business Administration - MBA, Finance and Accounting -
2004 - 2008
McMaster University
Honours Bachelor of Science, Life Sciences
Community
