Marissa Epp, Pfa Email & Phone Number

Rosthern, Saskatchewan, Canada

Rosthern, Sk

Helping clients in all aspects of their financial plan. Life, disability, critical illness insurance. Cash flow and debt reduction planning. Retirement and Education Savings plans. Working with families from every walk of life to help them feel confident with their money and financial plan.

• Agriculture and Commercial Lending SpecialistDaily reading of tax returns and financial statements, and calculation of debt servicing, equity, liquidity ratios of companies. • Daily updating on financial industry and trends within all markets. Well versed in both personal and agriculture legislation and principles.• Extensive customer interaction and relationship building. Team leader for employees in each branch. Extensive self-management as well.• Sales of mortgages… Show more • Agriculture and Commercial Lending SpecialistDaily reading of tax returns and financial statements, and calculation of debt servicing, equity, liquidity ratios of companies. • Daily updating on financial industry and trends within all markets. Well versed in both personal and agriculture legislation and principles.• Extensive customer interaction and relationship building. Team leader for employees in each branch. Extensive self-management as well.• Sales of mortgages, personal and equipment loans, lines of credit, GSA loans in excess of $1,000,000 each.• Daily use of Ace, Ovation, WebEquity, word processing, spreadsheet and presentation software. Have also used Prolender on numerous occasions and for numerous applications. Building relations with an entire community of people and providing advice on their financial needs and ways to help them save money, and use debt wisely.• Member of Affinity Young Leaders Team Show less

Serving as account manager for a mixed portfolio of agriculture and small enterprise clients for entire banking relationship- business and personal. Provided a single, direct contact for agricultural-based clients for all personal and business needs. Aspects of the relationships included everything from opening accounts to business lending, personal lending, investments and retirement savings.Currently a licensed mutual funds sales representative. Developed expertise in analyzing sole… Show more Serving as account manager for a mixed portfolio of agriculture and small enterprise clients for entire banking relationship- business and personal. Provided a single, direct contact for agricultural-based clients for all personal and business needs. Aspects of the relationships included everything from opening accounts to business lending, personal lending, investments and retirement savings.Currently a licensed mutual funds sales representative. Developed expertise in analyzing sole proprietorships, partnerships and corporations. • Specialized in Small Business and Agriculture Financial Services• Set and exceeded personal goals for client contacts and sales Show less

• Sales of Mortgages (both high ratio and conventional), Loans, Lines of Credit in excess of $1,000,000 each.• Built relationships with many different families, giving the best product to help them financially succeed.• Excellent at cross-selling, referrals, and risk assessment.• In charge of opening and closing branch, cashing out and counting the frontline staff. • Worked on frontline; daily interaction with customers and working with cash.

Professional Financial Advisor

Professional Financial Advisor

Life License Qualification Program, Life License

Licensed for Life and Accident/Sickness Insurance, as well as Segregated Funds.

Business Administration Diploma, Finance Major

Investment Funds In Canada

Activities and Societies: Mutual Funds Licensed