Ian D. Willmott Email & Phone Number

Toronto, ON, CA

Mississauga

Mississauga

Mississauga

• 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.

Kitchener, Canada Area

• 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.

Mississauga

Waterloo, Ontario

• 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
• Projected revenue, financial statements, and NPV for multiple projects using a financial model. Show less

Ontario, Canada

• 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.

Toronto, Canada Area

• 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.

Kitchener, Canada Area

• 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.

Ba, Economics And Financial Management

Activities and Societies: Laurier Investment & Finance Association (LIFA), Floor event organizer and financial representative in Willison.

High School Diploma, 86%

Activities and Societies: Formal Exec, track and field, field lacross, ice hockey and baseball Specialty courses: Business management.