Versatile and resourceful financial sales professional with an expertise in investment products, distribution, carrying dealer and software platforms. A networker who establishes productive relationships with internal and external partners. A keen team player who works well delivering high quality work within tight deadlines, and delivering projects from idea through to implementation.
Professional courses taken include the following: Canadian Securities Course, Mortgage Agent Program (AMP), Taxation III, Real Estate as a Professional Career, and I am currently engaged in the CFP program, with the objective of completing it in 2018.
As an avid reader and self educator, I am well versed in many of the following subjects;
- Finance; including mutual funds, equities, derivatives, global politics and economics, regulatory changes from the BIS down through to our national CCMR, CSA, MFDA, IIROC, and FSCO regulatory environments.
I can be reached for networking or discussion: