Full spectrum business and personal financial planning practice. We determine the unique needs and goals of our clients and give them the guidance, tools and information to ensure positive progress towards success.Matching a successful mindset with the best ideas and solutions available. Our simple yet effective philosophy is plan. protect. grow. Estate and Retirement PlanningPersonal Financial Management CoachingResidential and Commercial Real Estate FinancingLife InsuranceCritical Illness InsuranceDisability InsuranceGroup BenefitsRRSP, TFSA and RESP InvestmentsNon-Registered and Alternative InvestmentsBusiness and Personal Finance Planning8 years experience in insurance and mutual fund sales and financial advising8 years as owner of independent financial services brokerage. Managing sales and daily administrative activities including accounts, commissions, billing, weekly and monthly statements and projectionsAchieved "Quickstart" sales level in first 3 months with 45 policies as a Sunlife Financial Sales RepConsistent production qualifier with several insurance providers such as Industrial Alliance, Sun Life and Equitable LifeDaily duties involved cold calling, referral campaigns, financial research and planning, business operations and advisor/assistant training, client services, professional networking, sales negotiating

With access to more than 40 lenders, hundreds of lending solutions, decades of experience and the best service team in the business, we’ll do more than simply help you find a mortgage. We’ll help you find your home. And the best thing is, our services are absolutely free; from beginning to end.OUR SERVICESCashback MortgagesDebt ConsolidationDiscount RateFree AdviceHBP Loan for First Time BuyersReal Estate and Business InvestmentsCommercial FinancingMortgage FinancingMortgage LoansMortgage loans with amortizationNew Homes SpecialistPre-Approval for a MortgagePurchase and RenewalRates Guaranteed Long-TermRefinancingRenovation LoanRenovationsSelf Employment ProgramSpecialist Auto-ConstructionTransfer of Mortgage

Research and development of private investment opportunities; residential and commercial real estate; equity investments; debt instruments.

Focus on customer service; answering questions and inquires, resolving issues, education on products and servicesManaged a team of 12 employeesOperations activities included cash and credit/electronic reconciliationsParticipated in prep and opening of first Canadian locationOvernight inventory (full counts, cycle counts)Inventory receiving, stocking3 times named employee of the month for outstanding customer service