Licensed Advisor

• Jan 2021 - Present

Financial Advisor

• Nov 2016 - Present

Financial Security Advisor, Experior Financial Group, Vaughan, ON 2016-present Provided comprehensive financial security planning advice to clients with diverse backgrounds Support small business owners with their investments goals, outlining strategies to minimize taxes, maximize profits and skillfully marketed group insurance products for initial set up and for renewal Paying close adherence to compliance measures by disclosing all relevant information when selling mutual funds and/or segregated funds, collecting personal information and maintaining client information confidential Conducted in-depth assessments of clients’ financial circumstances and projected goals utilizing MS Office programs such as MS Excel to create spreadsheets for structured analysis Marketed health insurance, as well as home and auto insurance Show less