Emily Brown Email and Phone Number
Whether you're an individual investor, business owner or retiree we'll work together to explore what matters most to you when it comes to your short and long term financial goals. This could be; saving for a down payment on your first home, investing for your child's future, or preparing for what your retirement looks like and maintaining a comfortable lifestyle in retirement. Together, our branch works with each of our clients on an individual basis to develop personalized financial strategies to help them prepare today, for their future tomorrow. We will evaluate all of the different options available to you in regards to making important financial decisions such as; at what age to start accessing your government benefits, how to move a work pension plan, determining which registered accounts to draw from first from a tax-perspective or even preparing for the unexpected.I consider myself very lucky to work for a company that maintains the philosophy that the clients needs come first. We truly care about building strong relationships with our clients and celebrating the important milestones in their life.
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Investment Funds SpecialistBmo May 2024 - PresentI can help you define your financial objectives and develop a personalized strategy to meet your goals. The process of building a solid foundation for the future can be easy with the help of a qualified professional like myself.The Value I AddIn working with you, I can help you navigate the financial markets, economy, and investing environment. I can recommend strategies that will help you optimize the return potential of your portfolio while helping you manage risk. Together we will focus on meeting your needs and priorities through effective financial planning strategies. My process includes:* Helping you identify your personal short and long-term goals;* Developing an appropriate personalized investment plan; and* Reassessing your plan as your circumstances change. -
Investment SpecialistBmo Sep 2023 - Jul 2024 -
Financial AdvisorEdward Jones Mar 2019 - Sep 2023Bowmanville, Ontario -
Administrative AssistantIg Wealth Management Mar 2017 - Oct 2018Whitby, OntarioProvided the highest level of support to two Senior Financial Advisors through personal document management, calendar organization and collateral preparation for meetings.Demonstrated strong communication and interpersonal skills to build and preserve trusted relationships with clients. Prepared client presentations and reports, maintained client documents in a confidential manner, compiled relevant documents and sensitive data into an internal database utilizing Microsoft Excel, Powerpoint and Word. Performed additional general office duties, such as book keeping, answering multi-line phones, routing calls and messages and greeting visitors. -
ServerBâton Rouge | Steakhouse & Bar Feb 2014 - Jul 2018Whitby, Ontario, CanadaWorked in a team environment to ensure guests dining experience was thoroughly enjoyed.Took orders, presented and explained daily specials, offered information, and made suggestions about the menu.Up-sold wines, liquors, and five course meals with professional appearance and mannerism.Maintained clean and sanitary work areas and tables.Anticipated and fulfilled guest needs and requests.Followed proper plate presentation and garnished set up details.Served guests, prepared checks, and collected payment, and ensured satisfaction was met. -
Teaching AssistantOntario Tech University Faculty Of Business And Information Technology (Fbit) Jan 2017 - Apr 2017Oshawa, Ontario, CanadaParticipated in professional development opportunities and attended seminars for the Financial Institutions Course taught by Professor Bin Chang. Tutored struggling students individually and in small groups to reinforce learning concepts.Supported instructor with test administration, curriculum development and assignment grading.
Emily Brown Education Details
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Finance, General -
Donald A. Wilson Secondary School
Frequently Asked Questions about Emily Brown
What company does Emily Brown work for?
Emily Brown works for Bmo
What is Emily Brown's role at the current company?
Emily Brown's current role is Investment Funds Specialist at BMO.
What schools did Emily Brown attend?
Emily Brown attended Ontario Tech University, Donald A. Wilson Secondary School.
Who are Emily Brown's colleagues?
Emily Brown's colleagues are Clio Straram, Kevin Zhong, Mcleod Regena, Chantal Panoyan, Denis Boulais, Laurence Vanzella, Robin Slark.
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