Experience

Joe Pace & Sons Contracting Inc.

• Canada
• Construction
• 1 - 100 Employee

• Supervisor

  • Dec 2018 - Present



Squared In Inc.

• Toronto, Canada Area

• Entrepreneur

  • Apr 2017 - Present

  Managing contract proposals & Business Development. Managing Finance & Accounting which include bookkeeping, accounts payable & receivable, government tax remittances and bank reconciliation. Managing contract proposals & Business Development. Managing Finance & Accounting which include bookkeeping, accounts payable & receivable, government tax remittances and bank reconciliation.



Buxton Financial For Retirement

• Canada
• Financial Services
• 1 - 100 Employee

• Associate

  • Jan 2018 - Apr 2018

  Prepare financial plans and reports for advisors. Create multiple plan scenarios for clients to increase overall net worth and achieve optimal financial objectives while minimizing risk and taxes. Prepare financial plans and reports for advisors. Create multiple plan scenarios for clients to increase overall net worth and achieve optimal financial objectives while minimizing risk and taxes.



CDSPI

• Canada
• Financial Services
• 1 - 100 Employee

• Investment Associate

  • Oct 2010 - Jan 2018

  Investment Associate for 4-8 advisors catering to high net worth clientele within the dental industry. Prepared financial plans and reports for advisors. Provided advisors with efficient and specialized support with client accounts. Policy & procedure as well as product knowledge expert providing support to the team across the country. Mentor & trainer to all employees within the investment department. Investment Associate for 4-8 advisors catering to high net worth clientele within the dental industry. Prepared financial plans and reports for advisors. Provided advisors with efficient and specialized support with client accounts. Policy & procedure as well as product knowledge expert providing support to the team across the country. Mentor & trainer to all employees within the investment department.



RBC

• Canada
• Banking
• 700 & Above Employee

• Account Manager

  • Jul 2005 - Oct 2010

  Managed a general portfolio of medium to high value clients to grow their existing RBC relationship beyond basic banking by providing creative financial solutions for credit and investment needs by partnering with other units of the RBC Financial businesses. Managed a general portfolio of medium to high value clients to grow their existing RBC relationship beyond basic banking by providing creative financial solutions for credit and investment needs by partnering with other units of the RBC Financial businesses.



Self Employed

• Toronto, Canada Area

• Entrepreneur

  • May 1992 - Dec 2004

  Owner and operator of 2 retail discount stores and a vending company with over 400 Ontario locations. Managed a team of 15 employees. Managed all aspects of the company including purchasing of inventory and accounting. Owner and operator of 2 retail discount stores and a vending company with over 400 Ontario locations. Managed a team of 15 employees. Managed all aspects of the company including purchasing of inventory and accounting.