Registered as Registered Representative with IIROC.

• Taking buy/sell orders from clients for stocks, ETF’s, bonds and other investment products.• Assisting the PM advisory team with product research, account opening documents, account transfers, client meetings and portfolio management reports.• Assisting the PM advisory team with transitioning existing clients and new clients to in-house model portfolios focusing on KYC, client’s risk tolerance and product suitability.• Communicating effectively with Branch Manager on issues identified by branch.• Participating in all compliance conference calls monthly.• Attending seminars organised by mutual funds companies.• Account processing converting (RRSP to RRIF, setting up RRIF payments, estate and beneficiary updates).• Following up on client trades to ensure proper settlement and delivery, informing appropriate departments to take action.

SkipTheDishes is a Canadian technology company that enables food delivery in 50+ North American cities including Toronto, Vancouver, Ottawa, Calgary, Edmonton, Winnipeg, Burnaby, Victoria, Surrey, St. Louis, Omaha, Cleveland, Buffalo, and more. Through the SkipTheDishes network, restaurants gain more business, independent food couriers earn extra money on their own schedule, and hungry customers save time by ordering from thousands of local restaurants, many of which have never offered delivery before.

Clinton Orr Wealth Management Group

SYNER-G CARE is a Canadian corporation based in Winnipeg providing healthcare, patient and caregiver solutions.SYNER-G CARE is a unique, one-of-a-kind business that bridges the gap between client and provider/facility, and advocates for the needs of clients, families and caregivers.SYNER-G CARE business to provide support to vulnerable patients when family and friends aren’t able to provide 24/7 communication between patients and the healthcare team.SOLUTIONS--Caregiver ReliefCaregiver BackupLong-distance Caregiver Relief and Backup Patient NavigationPatient Experience AdvocacySite Inspections (personal care homes and assisted living facilities)--Prepared customized market research reports for the client on patient advocacy and caregiver solutions companies based in US (California and Washington). --Provided insights on patient advocacy profession a new area in healthcare sector.--Collected information through different social media platforms. --Involved in business research such as Competitor profile, Human resources, Accounting and Insurance.

Responsible for tracking aggregated Macroeconomic indicators of US, Canada and Emerging economiesResponsible for monitoring economic and financial indicators --FOMC meetings and press releases --Real GDP (Gross Domestic Product)--Current Employment Statistics--UMICH Consumer sentiment survey--Consumer Confidence Index--S&P 500 Stock Index --Consumer Price Index--Producer Price Index--Unemployment rates--Federal funds rate --Detroit Purchasing Managers' Index (Wayne State University)--Federal Home Loan Mortgage Corporation Freddie Mac--Bloomberg Consumer Comfort Index--Challenger, Gray & Christmas Monthly report--ADP National Employment--Case–Shiller Home Price Indices--State Street Investor Confidence Index--Philadelphia Fed Index--Trade Weighted Index (JP Morgan Chase)-- Building a database of influential economic indicators to provide a snapshot of market conditions such as Employment situation, Jobs Opening and Labor Turnover Survey--To gather and analyze variety of financial, economic information and synthesize that information for internal and external clients--Responsible for ingesting macroeconomic data in IHS in built application tool DREDIS and Data Insight tool--Responsible for collecting and performing daily data quality checks on Macroeconomic data, US treasury reports(Federal Reserve), Equities, Hope Bonds, Derivatives and Exchange rates--Macroeconomics data supports internal economists in Country Risk and Industry Forecasting reports--Interaction with internal economists across the globe--Published issues and progress of data projects to management and client on a weekly basis--Responds to data queries from external clients --Knowledge of RCA ( Root Causes Analysis) Tool

Preparing customized Sales Intelligence Reports and concise documents for Information Technology and BPO Clients.Conducting Primary Research for clients with IT Influencers Director and Manager level of IT and Sales and Marketing Collating specific information from various resources viz. Capital IQ, Factiva, Hoovers, Onesource, Reuters, Businessweek, Google searchPerforming Primary and Secondary AnalysisCollecting information through different sources such as Annual reports, Industry reports, Business information, Mergers and AcquisitionsAnalysis of the Industry, Market, and Technology Analysis, Competitor analysis, Vendor Scan, IT Spending within the companies Have a strong understanding of Infrastructure, Retail, Telecom, Outsourcing, and After Market Services domains and making detailed customized Sales Intelligence Reports of Fortune 500 Companies for clients