Assistant Manager

• Nov 2021 - Present

Financial Services Manager

• Sep 2021 - Nov 2021

Develop and inspire , to help reach your full potential. Develop and inspire , to help reach your full potential.

Manager Client Advice

• Jan 2021 - Sep 2021

Inspiration Leader of a team of dedicated individuals , who inspire me everyday. Meeting the Financial goals of the families in Nanaimo, that need our help in this ever changing environment is our purpose. Inspiration Leader of a team of dedicated individuals , who inspire me everyday. Meeting the Financial goals of the families in Nanaimo, that need our help in this ever changing environment is our purpose.

Management

• Nov 2020 - Nov 2020

A position to have a positive impact and grow individuals A position to have a positive impact and grow individuals

Assistant Manager, Member Services

• Jun 2016 - Nov 2020

My role is to create a thriving environment for all employees to succeed. I will be cross training to support the Branch manager when required. Supporting the team in their success and providing excellent member experience with training and development workshops to increase experience and confidence in this every changing financial industry. My role is to create a thriving environment for all employees to succeed. I will be cross training to support the Branch manager when required. Supporting the team in their success and providing excellent member experience with training and development workshops to increase experience and confidence in this every changing financial industry.

Mutual Fund Representative

• Jun 2016 - Nov 2020

The views and opinions expressed are strictly my own and are not necessarily those of my employer. Information concerning financial markets that may be shared here was developed at a particular point in time and is subject to change at any time. Every effort has been made to compile this information from reliable sources, however, no warranty can be made as to its accuracy or completeness. Investors need to seek appropriate professional advice before making any financial decisions. It may also include forward looking statements concerning anticipated results, circumstances, and expectations regarding future events. Forward-looking statements require assumptions to be made and are, therefore, subject to inherent risks and uncertainties. There is significant risk that predictions and other forward looking statements will not prove to be accurate. Mutual funds are not guaranteed or insured by any financial institution, government or other deposit insurer. Mutual fund values change frequently and past performance may not be repeated. Commissions, trailing commissions, management fees and expenses may all be related with mutual fund investments. Important information about mutual funds is contained in the relevant fund facts and simplified prospectus. Please read the fund facts carefully before investing. Mutual funds are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. Other products and services are offered from the entity listed below: Coast Capital Savings Federal Credit Union provides advice and service related to deposit, loan and mortgage products. Coast Capital Wealth Management Ltd provides investment and financial planning services. Coast Capital Financial Management Ltd. provides advice and service related to segregated funds, annuities and life insurance products.