Bio
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Topline AI
Credentials
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Level II Ontario Life Insurance, MFDA Ontario, Retired CFP (August 2001 - March 2021), FMA, FCSI
FSCO, MFDA, FP Canada and CSI
Experience
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SISIP Financial (Division of Canadian Forces Mo...
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Ottawa, Canada Area
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Associate Vice-President - Client Services Delivery
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Jan 2014 - Sep 2020
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Ottawa, Canada Area
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Brand Ambassador and AVP of Financial Health, Affinity and Digital Experience
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Jun 2019 - Aug 2020
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Ottawa
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SISIP Financial Services (Division of Canadian ...
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Ottawa, Canada Area
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Practice Manager - Financial Planning and Insurance Services
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Sep 2007 - Jan 2014
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Ottawa, Canada Area
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National Bank of Canada
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Ottawa, Canada Area
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Financial Planner
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2005 - 2007
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Ottawa, Canada Area
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BMO Financial Group
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Hawkesbury
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Financial Planner
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2004 - 2005
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Hawkesbury
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Scotiabank
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Ottawa and surrounding Agricultural Area
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Personal Investment Manager
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1997 - 2004
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Ottawa and surrounding Agricultural Area
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Freedom 55 Financial
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Ottawa
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Insurance Sales Representative
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1987 - 1997
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Ottawa
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Education
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1977 - 1978Algonquin College
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References
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