Mutual Fund Representative / Security Advisor

• Jan 2019 - Present

My commitment is to provide professional financial services, including a tireless dedication to continuing education to keep my clients informed about the latest changes that may affect their situation or that might be of interest to them while maintaining the highest standards of compliance.My first mission is building a relationship based on trust and a true understanding of my clients’ financial situation, their priorities, their goals and dreams. With total discretion and confidentiality whether on personal level or for their business, I will first analyze their situation before proposing different options of protection and investments. Show less

Mutual Fund Representative Security Advisor

• Jan 2019 - Present

As an entrepreneur myself, I fully understand the realities and priorities of SELF-EMPLOYED persons and SMALL BUSINESS OWNERS and have over 10+ years of experience in personal and business financial planning.My commitment is to provide professional financial services, including a tireless dedication to continuing education to keep my clients informed about the latest changes that may affect their situation or that might be of interest to them while maintaining the highest standards of compliance.My first mission is building a relationship based on trust and a true understanding of my clients’ financial situation, their priorities, their goals and dreams. With total discretion and confidentiality whether on personal level or for their business, I will first analyze their situation before proposing different options of protection and investments. The number of self-employed people grew by 95,600 between August and the same month last year – accounting for almost 40 per cent of new jobs created in that time. There are a lot of tax and other advantages to self-employment, but creating a safety net of benefits for self-employed and their family is one big challenge compared with the security offered by large employers. What if a key person or partner who has an important expertise or knowledge is lost through death or disability? When it comes to retirement planning, many entrepreneurs – especially professional consultants with their own client base – assume they can sell their incorporated business to a competitor and retire on the proceeds. But a big part of that business is the business owner himself, his network and his expertise, and it loses most of its value when he is not around anymore. My duty is to create awareness on the importance of protecting the business continuity and growth as well as creating wealth through a full integrated financial planning. Show less

Advisor

• Mar 2014 - Present

SERVICES I OFFER: - Life insurance - Health insurance (Long term care/critical illness/personal health) - Disability insurance - Mortgage insurance - Financial services at work (RRSP, etc.) - TFSA and RRSP - Mutual funds SERVICES I OFFER: - Life insurance - Health insurance (Long term care/critical illness/personal health) - Disability insurance - Mortgage insurance - Financial services at work (RRSP, etc.) - TFSA and RRSP - Mutual funds

Mutual Funds Representative / Securities Advisor

• Jul 2011 - Mar 2014

Mutual Funds Representative / Securities Advisor

• 2007 - 2011

Director of Marketing

• Dec 2004 - May 2007

Advertising Account Representative

• May 2003 - Dec 2004

Owner

• 1998 - 2003

Account Representative Pharmaceutical

• 1990 - 1998