Alvin Fernandez, Cfp, Rwm, Cea Email & Phone Number

Winnipeg, MB, CA

- Provide tailor-made holistic financial planning advice and help clients reach their short or long term goals- Engage with clients regularly to understand their long term financial goals and objectives, and their short term financial needs.- Develop risk management, retirement, and/or investment plans for clients- Train life insurance agents with product.

- Provided advice to clients and recommended insurance products- Provided intermediary services between insurance companies and clients- Interviewed prospective clients to gather data about them.- Assisted clients during the claims process

Winnipeg, Manitoba, CA

• Designed and produced electrical schematics for Manitoba Hydro’s industrial/commercial customers across Manitoba using Visio for electrical system analysis and technical reporting.
• Analyzed large volume of field measurements accurately and generated corresponding technical reports in a timely manner resulting in high efficiency for the department.
• Identified and assisted customers with resolving power quality compliance issues through analysis of field measurements, mathematical calculation and computer modeling.
• Trended and evaluated customer electrical system characteristics such as power, voltage, current variation, voltage and current harmonic distortion levels, and flicker level to assess if they were within applicable.
• Generated Power Quality Benchmark and Power Quality Investigation reports with the use of corporate software tools including AutoCAD, Visio, etc.
• Verified, analyzed, and applied statistical techniques to field test results for the Conservation Voltage Reduction (CVR) Report which involved assessment of the change in facility energy consumption due to controlled.

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• Drafted, revised, and coordinated documentation efforts of projects and ensured that technical information was recorded accurately and comprehensively.
• Evaluated current and implemented new systems for maintaining up-to-date records and information.
• Coordinated and reviewed the technical work of project teams to make sure that the project was on track.
• Planned, organized, and evaluated activities of subcontractors to have a smooth flow of operation.
• Supervised subcontractor's daily work to ensure buildings were of an acceptable standard quality and were progressing according to the schedule.
• Negotiated with clients to prepare specifications so as to prevent discrepancies on the project.

• Planned and organized all phases of capital project work on a project-by-project basis.
• Ensured all work complied with the company’s standards and was delivered on time and on budget.
• Directed and coordinated professional contract services and material, equipment and personnel requirements.
• Performed site inspections in order to identify the existing conditions and obstacles in order to complete the project within the scope of the work and the outlined required specifications.
• Developed and coordinated client and company design requirements, conceptual electrical drawings, plans, specifications, budgets and project schedules to ensure both the clients' and company's needs were met.
• Prepared project status reports and collected field tests data.

Certified Financial Planner, Financial Planning And Services

Certified Executor Advisors

Finance And Financial Management Services

Bachelor’S Degree, Electrical, Electronics And Communications Engineering

Bachelor'S Degree, Electrical, Electronics And Communications Engineering

Chartered Investment Manager