Nathan Lafoy Email and Phone Number

My current position as a Licensed Assistant with Calcutt Retirement and Estate Counselling speaks directly to the type of accurate, timely, and helpful assistance the teams I worked with required. At Calcutt Retirement and Estate Counselling, I have supported our team with product research, ensuring regulatory policies of the Mutual Fund Dealers Association, Insurance Counsel of Saskatchewan, and corporate policies of Investia Financial Services and Independent Financial services are being followed. My decades of experience using Excel to data mine clients that may need to be reviewed for compliance, using formulas and look up tables has eliminated wasted time finding issues. I have also assisted furthering client's lives by providing services as a Notary Public in Saskatchewan. My previous experience with Investment Planning Counsel, who purchased Partners In Planning, as a branch manager and branch reviewer were interesting and spoke to the relationship building I previously learned. In these positions, I dealt with multiple offices, therefore working on large teams with independent offices, you develop unique communication and relationship management skills. As well, as with System Sustainment allowed me to support the back-office processes of Mutual Funds and Guaranteed Investment Certificates. I have always been the technical assistance in any office I work in. I am the person in the office who enjoys learning new things and assisting all that need help.