Bio
Credentials
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PFP
Canadian Securities Institute (CSI)
Experience
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Richardson Wealth
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Halifax, Canada Area
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Associate Investment Advisor
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May 2016 - Present
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Halifax, Canada Area
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BMO Nesbitt Burns
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Halifax, NS
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Associate Investment Advisor
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May 1990 - May 2016
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Halifax, NS
As part of The Fisher Group, administered the investment accounts and created financial plans for individuals and families. Helped improve our clients’ financial education. Did all I could to give our clients the best possible service experience.
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Canada Post Corporation
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Halifax, NS
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Clerical Analyst, Industrial Engineering Dept
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Jun 1987 - Feb 1990
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Halifax, NS
Helped support the Industrial Engineering staff in their operational studies of Canada Post plants and post offices.
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Bedford Institute of Oceanography
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Dartmouth, NS
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Data Processor, Dept of Fisheries and Oceans
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Jun 1982 - Feb 1987
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Dartmouth, NS
Had a fantastic time onboard the CSS Baffin survey ship, travelling to the Arctic, Sable Island, Newfoundland and Labrador, processing data for the boats that would collect sounding data that goes into nautical charts.
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Education
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Saint Mary's University
Suggested Services
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Industry Focus. “Financial Services”
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References
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