Thomas Williams

Private Client Services Associate at Connor, Clark & Lunn Private Capital Ltd. (CC&L)
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Contact Information
us****@****om
(386) 825-5501
Location
Edmonton, Alberta, Canada, CA
Languages
  • English Native or bilingual proficiency
  • French Elementary proficiency

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Credentials

  • Bloomberg Essentials
    Corporate Finance Institute® (CFI)
    Jan, 2021
    - Nov, 2024
  • Canadian Securities Course (CSC)
    Canadian Securities Institute
    Jan, 2021
    - Nov, 2024
  • McGill Personal Finance Essentials
    McGill University - Desautels Faculty of Management
    Jan, 2021
    - Nov, 2024
  • Personal Financial Services Advice (PFSA)
    Canadian Securities Institute
    Dec, 2018
    - Nov, 2024
  • Investment Funds in Canada (IFC)
    Canadian Securities Institute (CSI)
    Jul, 2018
    - Nov, 2024
  • ARGHH!..Understanding and Managing Conflict
    BGS Career & Corporate Development
    Sep, 2017
    - Nov, 2024
  • Interview Techniques
    BGS Career & Corporate Development
    Sep, 2017
    - Nov, 2024
  • Money $marts: Intro To Financial Literacy
    BGS Career & Corporate Development
    Sep, 2017
    - Nov, 2024
  • Resumes & Cover Letters
    BGS Career & Corporate Development
    Sep, 2017
    - Nov, 2024
  • Work Search
    BGS Career & Corporate Development
    Sep, 2017
    - Nov, 2024
  • QPR Gatekeeper Certificate
    Community Social Work Team
    Nov, 2016
    - Nov, 2024
  • Standard First Aid (CSA Intermediate) - Level C, CPR and AED
    St. John Ambulance Canada | Ambulance Saint-Jean
    Apr, 2021
    - Nov, 2024
  • ProServe
    Alberta Gaming and Liquor Commission
    Oct, 2016
    - Nov, 2024
  • Asbestos Awareness
    JADA Solutions (HSE) Inc.
    May, 2014
    - Nov, 2024
  • Industrial/Commercial End-User Fall Protection Program
    Fall Protection Group Inc.
    May, 2014
    - Nov, 2024

Experience

  • Connor, Clark & Lunn Private Capital Ltd. (CC&L)
    • Canada
    • Investment Management
    • 100 - 200 Employee
    • Private Client Services Associate
      • Jun 2021 - Present

      By introducing affluent Canadians and their families, as well as foundations and other not for profit organizations, to CC&L Private Capital’s discretionary wealth management services, I provide a confident approach to guiding my clients towards achieving their long-term financial goals.I adhere to the key principles of listening and responding, placing the utmost importance on understanding each of my client’s unique goals and objectives, ensuring flexibility to changing market conditions and personal circumstances. I am dedicated to developing strong working relationships and providing the highest level of personalized service.CC&L Private Capital is part of Connor, Clark & Lunn Financial Group Ltd., one of Canada’s leading investment management firms.

  • Cactus Club Cafe
    • Canada
    • Food and Beverage Services
    • 700 & Above Employee
    • Server, Bartender and Shift Leader
      • Jan 2015 - Present

      -ensures efficiency and prompt food delivery-strong communication skills with staff and customers-assist in customer service-furbish tables after guest are finish in order to complete a high turnover rate-assists with bar preparation -maintains bar-demonstrate exceptional time management and multi-tasking skills -people management -ensures efficiency and prompt food delivery-strong communication skills with staff and customers-assist in customer service-furbish tables after guest are finish in order to complete a high turnover rate-assists with bar preparation -maintains bar-demonstrate exceptional time management and multi-tasking skills -people management

  • RBC
    • Canada
    • Banking
    • 700 & Above Employee
    • Banking Advisor
      • Oct 2017 - Jun 2021

  • Clark Builders
    • Canada
    • Construction
    • 300 - 400 Employee
    • General Labourer
      • May 2015 - Aug 2015

  • Save-On-Foods
    • Canada
    • Retail
    • 700 & Above Employee
    • Grocery Department Specialist
      • Aug 2013 - Jan 2015

  • Clark Builders
    • Canada
    • Construction
    • 300 - 400 Employee
    • General Labourer
      • May 2014 - Aug 2014

  • Edmonton Minor Hockey Association (EMHA)
    • Referee and Linesmen
      • Nov 2007 - May 2010

Education

  • University of Alberta
    Bachelor of Commerce (B.Com.)
    2015 - 2017
  • MacEwan University
    Bachelor of Commerce (B.Com.)
    2014 - 2015
  • University of Alberta
    2013 - 2014
  • Louis St. Laurent Catholic School
    High School Diploma
    2006 - 2013

Community

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