Andrene Francis, Fcca

Andrene Francis, Fcca Email and Phone Number

Financial Coach | Transforming Lives through Financial Empowerment | Passionate about helping clients achieve financial goals & build lasting wealth @ PFSL Investments Canada Ltd
Andrene Francis, Fcca's Location
Brampton, Ontario, Canada, Canada
About Andrene Francis, Fcca

A seasoned financial coach and licensed representative who is dedicated to helping individuals and families achieve their financial goals with confidence and clarity. My team's and strategic partners' combined comprehensive suite of services include personalized financial, investment and retirement planning. If you're seeking a personalized, long lasting professional relationship that prioritizes your financial well-being, I invite you to connect with me. Let's embark on this journey together.

Andrene Francis, Fcca's Current Company Details
PFSL Investments Canada Ltd

Pfsl Investments Canada Ltd

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Financial Coach | Transforming Lives through Financial Empowerment | Passionate about helping clients achieve financial goals & build lasting wealth
Employees:
66
Andrene Francis, Fcca Work Experience Details
  • Pfsl Investments Canada Ltd
    Financial Representative
    Pfsl Investments Canada Ltd Dec 2018 - Present
    Ontario, Canada
    a.Work closely with prospective and existing clients in performing a financial overview, discussing portfolio updates and suggest additional customized solutions based on the client's financial goals b. Provide sound financial advise that facilitate debt reduction/elimination and becoming adequately protectedc.Continually engage prospective and existing clients, fostering customer loyalty and long term business relationships
  • Facility Association
    Internal Auditor
    Facility Association Dec 2010 - Dec 2018
  • Ontario Ministry Of Finance
    Internal Auditor
    Ontario Ministry Of Finance Feb 2010 - Apr 2010
    Instrumental in executing and managing the procurement audits of various branches within the Ministry of Community and Social Services as well as the Ministry of Children and Youth Services.Coordinated meetings with Senior Managers to communicate control weaknesses and proposals for business process improvement Assisted in the documentation of audit programmes to analyze various Ministries' cash management processes and the development of guidelines to better manage accounts reconciliationsUNIGISTIX - INTERNAL AUDITOR Documented the procedures for specific inventory and warehouse management processes.Performed Inventory cycle counts and analyzed inventory movement in the SAP applicationAssessed the effectiveness of the inventory management internal controls and proposed recommendations for process improvement. Reported audit findings and recommendations for process improvement to the Director as well as the Manager of the company's Global Internal Audit Department.
  • Unigistix
    Internal Auditor
    Unigistix Aug 2009 - Oct 2009
     Documented the procedures for specific inventory and warehouse management processes. Performed Inventory cycle counts and analyzed inventory movement in the SAP application Assessed the effectiveness of the inventory management internal controls and proposed recommendations for process improvement.  Reported audit findings and recommendations for process improvement to the Director as well as the Manager of the company’s Global Internal Audit Department.
  • Gracekennedy (Ontario) Inc
    Project Coordinator/Internal Auditor
    Gracekennedy (Ontario) Inc Jan 2009 - Jul 2009
    Planned and managed the implementation of the "COSO" Internal Control Framework which resulted in the company having :A systematic approach to risk assessment, identifying control weaknesses and implementing cost effective recommendations for process improvement.Documented policies and procedures for all core business processesA process to continuously monitor the implementation of the audit recommendations
  • Gracekennedy Limited
    Internal Auditor And Compliance Officer
    Gracekennedy Limited Mar 2003 - Dec 2008
    Organized, planned and carried out the internal audit function that includes the preparation of an audit plan that completes the duty of the department, assigning work, scheduling and estimating resource needs. Performed financial; operational and compliance audits at the company's local and overseas offices. Compliance audits assessed the companies' adherence to local and international regulations, including the Anti-Money Laundering Act and the Patriot Act of the USA.Provided the audit committee and management with an opinion on the internal controls in the organization.Improved management and employee awareness of internal controls by documenting the organization's policies and procedures and providing training. Produced audit reports to management highlighting the control risks; impact on the companies' operations and recommendations for process improvementImplemented a process to effectively manage one subsidiary's gross profit margin management which resulted in increased sales within three months of implementation.
  • Kpmg
    External Auditor
    Kpmg Jun 1998 - Mar 2003
    Planned and managed the execution of audit projects for different companies within varying industries. Coordinated audit team activities to meet objectives within time constraints; supervised junior staff.Assessed the effectiveness of various companies' internal controls, produced reports outlining the control weaknesses and recommendations for process improvement.Conducted financial and operational audits of companies within varying industries to asses their adherence to internal; local and international regulations.Prepared the audited year-end financial statements for various privately listed companies

Andrene Francis, Fcca Education Details

  • Canadian Securities Institute
    Canadian Securities Institute
    Financial Planning And Services
  • Ifse Institute
    Financial Planning And Services
  • The Association For Chartered Certified Accountants
    The Association For Chartered Certified Accountants
    Accounting
  • University Of Technology
    University Of Technology
    Business Administration And Accounting

Frequently Asked Questions about Andrene Francis, Fcca

What company does Andrene Francis, Fcca work for?

Andrene Francis, Fcca works for Pfsl Investments Canada Ltd

What is Andrene Francis, Fcca's role at the current company?

Andrene Francis, Fcca's current role is Financial Coach | Transforming Lives through Financial Empowerment | Passionate about helping clients achieve financial goals & build lasting wealth.

What schools did Andrene Francis, Fcca attend?

Andrene Francis, Fcca attended Canadian Securities Institute, Ifse Institute, The Association For Chartered Certified Accountants, University Of Technology.

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