• Evaluated investment strategies and opportunities for clients;• Analyzed capital market information, as well as, economic trends to position portfolio strategies;• Conducted investment analysis for risk exposure by asset class;• Created financial plans aimed at reaching client objectives;• Professionally managed top clients to provide knowledge, build trust and quality relationships.

• Used client-focused approach to build holistic financial plans to meet goals and manage risk;• Analyzed financial information to create diversified portfolio’s adjusted for risk appetite;• Managed client relationships and kept organized client files exceeding compliance standards;• Analyzed sensitive financial information, in confidence, to execute effective financial strategies;• Proactively managed contact with clients to provide relevant content about key information.

• Built a financial model for the company to forecast revenues, cash flow, and other financial data.• Calculated asset value, share price, IRR & ROI and was responsible for explaining data to investors.• Performed due diligence by analyzing model and testing validity of underlying assumptions. • Reported directly to the CEO analysis for presentations, meetings, and investor engagements.• Projected revenue, financial statements, and NPV for multiple projects using a financial… Show more • Built a financial model for the company to forecast revenues, cash flow, and other financial data.• Calculated asset value, share price, IRR & ROI and was responsible for explaining data to investors.• Performed due diligence by analyzing model and testing validity of underlying assumptions. • Reported directly to the CEO analysis for presentations, meetings, and investor engagements.• Projected revenue, financial statements, and NPV for multiple projects using a financial model. Show less

• Implemented process improvements to save time using VBA coding in Microsoft Excel.• Analyzed entire deductions process to determine inefficiencies and suggested improvements.• Documented various standard procedures to streamline process and identify notable issues. • Complied with audit policies while validating financial deductions from a range of buyers.

• Created dynamic spreadsheets using pivots and VBA to analyze program usage by demographic.• Produced concise slides for tax program proposals to be presented to the Minister of Finance. • Proactively engaged Policy Analysts for ad hoc projects and increased knowledge of tax system.

• Solved insurance application issues using VBA in a timely matter (48 hours) to meet user needs. • Developed an application which provided analysis on commercial insurance prospects and clients.• Kept and distributed weekly meeting minutes for commercial operation updates across Canada.

• Responsible for researching, coordinating, and planning activities for a group of 20 children. • Worked with a team of co-workers to resolve conflict and provide a child safe environment. • Planned, taught and evaluated a variety of sports to improve campers skills and sportsmanship.

• Helped new recruits to increase their knowledge of sales and marketing.• Set price of merchandise by analyzing sales and keeping track of orders.• Averaged $1,500 in sales every two weeks.

• Managed multiple commercial properties, dealing with issues and managing tenant requests.• Used independence and responsibility to complete tasks proactively, and suggest improvements.• Dealt directly with tenants and contractors professionally while representing Colliers International.