Alvin Fernandez, Cfp, Rwm, Cea Email and Phone Number
I help families have the peace of mind to live a financially secure life through well-thought-of and industry-aligned planning methods.
U-One Wealth Management Corp. Ltd.
View- Website:
- uonewealth.com
- Employees:
- 6
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Chief Financial OfficerU-One Wealth Management Corp. Ltd.Winnipeg, Mb, Ca -
Chief Executive OfficerU-One Wealth Management Corp. Ltd. Feb 2018 - Present- 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 mastery and risk management strategies- Provides life insurance advice to clients and recommended life insurance products
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Independent Insurance AgentSelf-Employed Jul 2017 - Jan 2018- 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
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Power Quality SpecialistManitoba Hydro May 2016 - Dec 2016Winnipeg, 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 internal and external standards such as PQS2000, CSA, ANSI, IEEE, IEC and NEMA.• 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 voltage variation.• Configured and tested power quality recorders to ensure the safety of the metering technicians and the integrity of field measurements. -
Project EngineerEtsi Technologies Jun 2009 - Jun 2011Ph• 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.• Designed and inspected the engineering work in order to shorten the time of delivery.• Reviewed pre-testing documents (e.g. requirements, specifications, customer network topologies) and provided time estimates.• Identified problems encountered and made recommendations and improvements for future projects.• Managed project budget effectively resulting in higher productivity.• Worked with company safety officers to promote understanding of safety protocols. -
Project CoordinatorAcro Industrial Development And Construction Corporation Dec 2008 - May 2009• 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.• Tested newly installed machines and equipment to ensure fulfillment of contract specifications.• Analyzed complex engineering problems and assisted with special projects as directed by the Engineering Manager or Project Engineer.
Alvin Fernandez, Cfp, Rwm, Cea Education Details
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Fp Canada InstituteFinancial Planning And Services -
Canadian Institute Of Certified Executor AdvisorsCertified Executor Advisors -
The Canadian Institute Of Financial PlanningFinance And Financial Management Services -
University Of ManitobaElectronics And Communications Engineering -
Mapúa UniversityElectronics And Communications Engineering -
Canadian Securities InstituteChartered Investment Manager
Frequently Asked Questions about Alvin Fernandez, Cfp, Rwm, Cea
What company does Alvin Fernandez, Cfp, Rwm, Cea work for?
Alvin Fernandez, Cfp, Rwm, Cea works for U-One Wealth Management Corp. Ltd.
What is Alvin Fernandez, Cfp, Rwm, Cea's role at the current company?
Alvin Fernandez, Cfp, Rwm, Cea's current role is Chief Financial Officer.
What schools did Alvin Fernandez, Cfp, Rwm, Cea attend?
Alvin Fernandez, Cfp, Rwm, Cea attended Fp Canada Institute, Canadian Institute Of Certified Executor Advisors, The Canadian Institute Of Financial Planning, University Of Manitoba, Mapúa University, Canadian Securities Institute.
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