Heather Haddon, Ccs, Chs, Cfds Email & Phone Number

Bradford, Ontario, Canada

Bradford, On

Preparing individual T1General Tax Returns with the ability to efile current and prior years. Following prep a review of the outcome and a written summary of recommendations for what could be done to improve the tax situation in future years is provided.

By definition, insurance is piece of mind. In our current world of financial services working with an insurance agent can mean far more than buying a policy and never thinking about it again. Financial planning which encompasses cash flow, savings strategies, retirement, tax efficiency, estate planning and family succession planning, as well as life, critical illness, long term care, disability, and personal health plans, are all part of having piece of mind when it comes to your financial longevity and security over time. Examining all of these things and completing an annual review of your written financial plan is a step is what I offer with more than 18 years experience in the insurance and financial services industries.

92 Caplan Ave, Suite 401 Barrie, On L4N 9J2 705-726-7526

Currently registered to offer mutual funds in the province of Ontario. Mutual funds are distributed through Desjardins Financial Security Investments Inc.

Toronto And Surrounding Areas

Interactive workshops followed by one on one consultation to provide women entrepreneurs with the tools they need to develop a meaningful business plan that encompasses not only the nuts and bolts of the financials, but also mission statements, reason for being, marketing strategies, as well as tools to overcome their own personal obstacles to success. As much a personal growth workshop as a business planning workshop, we endeavour to give women the skills they need across the board to balance the various aspects of their lives and achieve success in their business as they define it.

Provide complete financial planning advice to a book of clients shared by a total of 3 advisors within the branch. A true team approach which encompasses all areas of financial planning, including, investments, estate and tax planning, insurance, retirement, cash management, debt consolidation and mortgages. My specialty within the team is in the area of insurance, including life, critical illness, long term care, disability and personal health. Together we manage more than 1500 clients with a total of approx. $145 million in assets under management. Extensive use of mutual funds, segregated funds, ETF by referral, GIC, and life insurance products to fit the client needs and objectives. Provide back up support and education training to admin team and other advisors within the branch in the areas of insurance and seg fund products and strategies. Can assist where needed in terms of admin support for PAD/SWP, banking changes, address changes, TARIs, FSCO unlocking procedures, RESP procedures etc.Co-administer pension assets and provide employee education sessions semi annually to large pension client, provide reporting and administrative support for the pension to Employer committee semi annually.

Provided administrative support to a single advisor including file preparation for client meetings, following up on all paperwork, transfers, PAD/SWP administration, composed email newsletters for clients weekly during Sept-November 2008, tracking of Segregated Fund guarantees and annual bonuses, communication with mutual fund and life insurance companies, MGA and MRS, worked alone in the office four days a week. Attended client meetings with the advisor and on my own from time to time to provide updates and client servicing. Book was made up of mutual funds and segregated funds, and life insurance business. All clients were nominee accounts. Book consisted of 227 clients and at peak, assets of $17 million. Advisor retired and I was unable to secure financing to purchase the book.

Provided administrative support to a single advisor including preparing detailed account analysis in preparation for client meetings, following up on all paperwork and transfers, PAD/SWP administration, assisted with set up of website and managed client mailing list, book was comprised of mutual funds, segregated funds, stocks, bonds, and GICs. Accounts were both client name and nominee held. Communicated with mutual fund and insurance companies, MRS, CWT, QTrade and MGA (HUB). Book consisted of approximately 175 clients and at peak assets of $35 million. Left to work for an advisor closer to home and an opportunity to purchase the practice upon her retirement.

Provided administrative support to owner of company including managing subscriber database, advertising collections and billing, accounts payable and receivable, payroll, tax and WCB Submissions. Provided some editorial support in terms of proof-reading. Organized annual awards banquet in Las Vegas. Left to go on maternity leave with second child and did not return.

Began career in financial services here. Underwent 10 week trining program and then became a mutual fund and life insurance licensed advisor. Worked to market myself and build my own practice providing clients with complete financial planning services including, tax, estate, insurance, investment, retirement and cash management planning. Worked as a junior advisor with a more senior planner to take on the clients from a terminated advisor and clean up compliance issues and provide service to the clients. Left the business to start a family.

Worked as a store manager for a Coles bookstore (in mall) and was primarily responsible for the winding down of the store. Responsible for inventory management, sales, hiring, firing and employee reviews, customer service, scheduling and meeting sales quotas. Worked as store manager at two different stores during this time as the brand started scaling back and new large box stores were opened in the community. Left after being recruited into the financial services industry.

Elected Chair of the provincial student body representing 120,000 post secondary students across the province. Met with both federal and provincial policy makers and politicians in an attempt to advance the concerns of PSE students. Major issues were student funding, access to education for economically and physically disadvantaged students. Spoke at rallies of 10,000 people at Queen's Park. Was provincial spokesperson and did media work including radio, television and print. Was an elected position, served one term.

Ba, Law & Justice

Education record

Education record

2007 CFP231 - Advocis - course #1 CFP completed CFP232 - Advocis - course #2 CFP completed 2008 LLQP - Life License sponsored by AIG 2009.