Luke Baylis, Cim, Cfp Email & Phone Number

London, Ontario, Canada

London, Canada Area

Toronto, Canada Area

I am one of twenty-four individuals from across Canada participating in Scotia Wealth Management`s comprehensive Wealth Management Associate Program. The Wealth Management Associate Program is a two-year program that develops the skills that are necessary to be a successful Wealth Management Advisor. The program includes in-class training, an orientation to Scotia Wealth Management`s offerings, core financial planning curriculum leading to CFP designation, CSC, WME, CPH, LLQP, and rotations through different streams of Wealth Management (i.e., financial planning, private banking, insurance, brokerage, trust & estate) to gain exposure to how all of these areas apply to an overall financial strategy for a client’s life.

Mohawk College

I am responsible for advocating and representing close to 22,000 students at Mohawk College. These students are made up of full time, part time, continuing education and apprenticeships. I am the face of the organization. I oversees the MSA`s involvement of all three campuses - Fennell, Stoney Creek and McMaster. "To enhance all students` college experiences through leadership, support and advocacy" - A bold mission that our incredible team lives up to on a daily bases.

Mohawk College

Oversee a $7,000,000 Budget Voting member of the Board of Directors Approve all payment authorization forms as designated by the clubs Approve all payment authorization forms as related to the capital budget prior to processing Approve all payment authorization forms related to the Faculty Directors’ budgets prior to processing Assist the Finance Officer where required in day-to-day operations of the accounting department Counter-sign financial instruments as required (signing cheques on a weekly basis) Meet with and chair the Budget Committee and work closely with the Executive Director to prepare the annual budget for the new fiscal year Oversee, in conjunction with the Finance Officer, all documentation of a financial matter Recommend courses of action to be taken by the MSA concerning financial matters such as donations or capital expenditures Work closely with the Executive Director to select an auditor and supervise year-end production of financial statements Provide a written report to the Board of Directors of all activities, functions and events over the course of the previous month no later than ten (10) days prior to a Board meeting

1500 Upper Middle, Burlington, Ontario

Working under an experienced FA (Todd Neff)Phone calls to and from head office.Entering data into custom financial planning software.Gather current DSC and RESP information from various Mutual Fund companies.Use of financial calculators to estimate variables such as mortgage payments.Imaged documents and attached to client files.Properly handling confidential information.Basic interaction with clients – knowing the importance of soft skills in the industry.Updating clients’ retirement projections and comparing to timeline to see if plan is adequate.

Finance And Financial Management Services, Deans Honors All 4 Semesters, 91% Gpa

Business With Emphises On Economics, Presidents List, Honors All 3 Semesters, 89% Gpa

Activities and Societies: Golf - Varsity Team

Golf Course Operation And Grounds Management, Deans Honors, 85% Gpa