Senior Wealth Planner

• Nov 2022 - Present

Senior Wealth Planner

• May 2021 - Present

• Member of Tax and Estate Planning team providing guidance to advisors and associates for tax and planning related inquiries • Contribute to top-ranked advisor experience (Investment Executive 2022 Brokerage Report Card) and the advisors’ ability to provide timely advice to their clients • Establish and maintain relationships with high and ultra-high-net worth clients • Leverage financial expertise to identify financial goals and opportunities that align with client needs (primarily… Show more • Member of Tax and Estate Planning team providing guidance to advisors and associates for tax and planning related inquiries • Contribute to top-ranked advisor experience (Investment Executive 2022 Brokerage Report Card) and the advisors’ ability to provide timely advice to their clients • Establish and maintain relationships with high and ultra-high-net worth clients • Leverage financial expertise to identify financial goals and opportunities that align with client needs (primarily within planning areas of tax, estate, retirement, and insurance) • Meet with clients, develop understanding of unique planning goals, create customized planning deliverable that aligns with each client’s needs, present deliverable to clients, coordinating with external experts where appropriate, and follow up on action items where appropriate • Track record of building brand loyalty by ensuring clients receive the planning advice they are seeking and feel well-planned for when they complete the planning process • Developed and delivered firmwide webinars for advisors and associates • Recognized as a subject matter expert to provide informal training and education to assist advisors in capitalizing on significant opportunities • Drive operational improvements including the development of an online portal to request, track, and report wealth plans Show less • Member of Tax and Estate Planning team providing guidance to advisors and associates for tax and planning related inquiries • Contribute to top-ranked advisor experience (Investment Executive 2022 Brokerage Report Card) and the advisors’ ability to provide timely advice to their clients • Establish and maintain relationships with high and ultra-high-net worth clients • Leverage financial expertise to identify financial goals and opportunities that align with client needs (primarily… Show more • Member of Tax and Estate Planning team providing guidance to advisors and associates for tax and planning related inquiries • Contribute to top-ranked advisor experience (Investment Executive 2022 Brokerage Report Card) and the advisors’ ability to provide timely advice to their clients • Establish and maintain relationships with high and ultra-high-net worth clients • Leverage financial expertise to identify financial goals and opportunities that align with client needs (primarily within planning areas of tax, estate, retirement, and insurance) • Meet with clients, develop understanding of unique planning goals, create customized planning deliverable that aligns with each client’s needs, present deliverable to clients, coordinating with external experts where appropriate, and follow up on action items where appropriate • Track record of building brand loyalty by ensuring clients receive the planning advice they are seeking and feel well-planned for when they complete the planning process • Developed and delivered firmwide webinars for advisors and associates • Recognized as a subject matter expert to provide informal training and education to assist advisors in capitalizing on significant opportunities • Drive operational improvements including the development of an online portal to request, track, and report wealth plans Show less

Wealth & Estate Planner

• Aug 2016 - May 2021

At Three60 Wealth & Estate Solutions, I worked with business families to help them reclaim their time, gain peace of mind, and achieve their own unique version of success. Business families have unique needs that must be reflected in their financial planning. I focused on these needs to efficiently and effectively help my clients achieve their goals whether that goal was to create an estate plan, save money efficiently for retirement, or exit their business when they retire. KEY… Show more At Three60 Wealth & Estate Solutions, I worked with business families to help them reclaim their time, gain peace of mind, and achieve their own unique version of success. Business families have unique needs that must be reflected in their financial planning. I focused on these needs to efficiently and effectively help my clients achieve their goals whether that goal was to create an estate plan, save money efficiently for retirement, or exit their business when they retire. KEY RESPONSIBILITIES: • Created detailed retirement projections and education needs analyses, present projections and update/review plans annually • Assisted with implementation of legal documents such as Wills, Power of Attorneys, Personal Directives and Unanimous Shareholder Agreements • Advised on and implement tax-efficient corporate structures including trusts, real estate corporations, investment corporations, active businesses etc. • Reviewed investment statements, insurance policies, tax returns (personal and corporate), corporate structures, group benefits and savings plans • Advised on effective use of insurance strategies for risk mitigation and estate maximization Show less At Three60 Wealth & Estate Solutions, I worked with business families to help them reclaim their time, gain peace of mind, and achieve their own unique version of success. Business families have unique needs that must be reflected in their financial planning. I focused on these needs to efficiently and effectively help my clients achieve their goals whether that goal was to create an estate plan, save money efficiently for retirement, or exit their business when they retire. KEY… Show more At Three60 Wealth & Estate Solutions, I worked with business families to help them reclaim their time, gain peace of mind, and achieve their own unique version of success. Business families have unique needs that must be reflected in their financial planning. I focused on these needs to efficiently and effectively help my clients achieve their goals whether that goal was to create an estate plan, save money efficiently for retirement, or exit their business when they retire. KEY RESPONSIBILITIES: • Created detailed retirement projections and education needs analyses, present projections and update/review plans annually • Assisted with implementation of legal documents such as Wills, Power of Attorneys, Personal Directives and Unanimous Shareholder Agreements • Advised on and implement tax-efficient corporate structures including trusts, real estate corporations, investment corporations, active businesses etc. • Reviewed investment statements, insurance policies, tax returns (personal and corporate), corporate structures, group benefits and savings plans • Advised on effective use of insurance strategies for risk mitigation and estate maximization Show less

Para Planner Consultant

• Dec 2014 - Jul 2016

The Estate and Financial Planning Services team provides financial planning services to customers of Sun Life advisors and acts as a technical resource for Sun Life advisors. EFPS provides holistic financial planning evaluations and recommendations, delivers seminars/presentations on advanced planning topics, and maintains a current and thorough knowledge of estate and financial planning. KEY RESPONSIBILITIES: • Partnered with EFPS Specialists to create comprehensive financial plans… Show more The Estate and Financial Planning Services team provides financial planning services to customers of Sun Life advisors and acts as a technical resource for Sun Life advisors. EFPS provides holistic financial planning evaluations and recommendations, delivers seminars/presentations on advanced planning topics, and maintains a current and thorough knowledge of estate and financial planning. KEY RESPONSIBILITIES: • Partnered with EFPS Specialists to create comprehensive financial plans for qualified Sun Life Financial clients using Naviplan • Created practical recommendations for clients and their advisors to work towards in order to attain the clients’ stated goals • Developed direct relationships with Elite Sun Life Advisors to act as off-site planning resource for their offices Show less The Estate and Financial Planning Services team provides financial planning services to customers of Sun Life advisors and acts as a technical resource for Sun Life advisors. EFPS provides holistic financial planning evaluations and recommendations, delivers seminars/presentations on advanced planning topics, and maintains a current and thorough knowledge of estate and financial planning. KEY RESPONSIBILITIES: • Partnered with EFPS Specialists to create comprehensive financial plans… Show more The Estate and Financial Planning Services team provides financial planning services to customers of Sun Life advisors and acts as a technical resource for Sun Life advisors. EFPS provides holistic financial planning evaluations and recommendations, delivers seminars/presentations on advanced planning topics, and maintains a current and thorough knowledge of estate and financial planning. KEY RESPONSIBILITIES: • Partnered with EFPS Specialists to create comprehensive financial plans for qualified Sun Life Financial clients using Naviplan • Created practical recommendations for clients and their advisors to work towards in order to attain the clients’ stated goals • Developed direct relationships with Elite Sun Life Advisors to act as off-site planning resource for their offices Show less

Stewardship Consultant

• Jan 2009 - Nov 2014

KEY RESPONSIBILITIES: • Worked with the donors of various charities to create charitable giving plans that would benefit the donors' favorite charities both currently and through their estates • Met with clients to develop and implement estate plans in conjunction with clients’ professional and legal advisors • Advised clients on testamentary trust creation and will structure • Presented multi-layered, tax-efficient giving plans to clients which incorporated investments, annuities… Show more KEY RESPONSIBILITIES: • Worked with the donors of various charities to create charitable giving plans that would benefit the donors' favorite charities both currently and through their estates • Met with clients to develop and implement estate plans in conjunction with clients’ professional and legal advisors • Advised clients on testamentary trust creation and will structure • Presented multi-layered, tax-efficient giving plans to clients which incorporated investments, annuities, life insurance policies, securities and RRSP/RRIF plans • Advised agricultural and commercial clients on succession planning options and strategies Show less KEY RESPONSIBILITIES: • Worked with the donors of various charities to create charitable giving plans that would benefit the donors' favorite charities both currently and through their estates • Met with clients to develop and implement estate plans in conjunction with clients’ professional and legal advisors • Advised clients on testamentary trust creation and will structure • Presented multi-layered, tax-efficient giving plans to clients which incorporated investments, annuities… Show more KEY RESPONSIBILITIES: • Worked with the donors of various charities to create charitable giving plans that would benefit the donors' favorite charities both currently and through their estates • Met with clients to develop and implement estate plans in conjunction with clients’ professional and legal advisors • Advised clients on testamentary trust creation and will structure • Presented multi-layered, tax-efficient giving plans to clients which incorporated investments, annuities, life insurance policies, securities and RRSP/RRIF plans • Advised agricultural and commercial clients on succession planning options and strategies Show less

Donor Relations Officer

• Apr 2007 - Dec 2008

KEY RESPONSIBILITIES: • Tracked performance of $14,000,000 investment pool - including stock and mortgage portfolio • Purchased and sold securities as needed • Maintained mortgage files including correspondence with borrowers, advancement of funds, letters of commitment and discharge documentation • Coordinated day to day operations of the charity including accounting, policy development, administration, marketing and external reporting KEY RESPONSIBILITIES: • Tracked performance of $14,000,000 investment pool - including stock and mortgage portfolio • Purchased and sold securities as needed • Maintained mortgage files including correspondence with borrowers, advancement of funds, letters of commitment and discharge documentation • Coordinated day to day operations of the charity including accounting, policy development, administration, marketing and external reporting