I believe the foundation of a Financial Plan is protecting yourself and loved ones from life's unexpected. I specialize in Life Insurance, Critical Illness & Disability Insurance for individual's and business owners alike, ensuring they have the coverage they need, for the appropriate duration, because insurance is not a "one size fit's all". Contact me at: shannon@crsfinancial.ca.

Fostered business relationships through service excellence and product knowledge. Demonstrated proficiencies in telephone, email, and fax within high volume environment responding promptly and ensuring quality service and completion of all correspondence.Handled all inquiries and issues from Deposit Brokers for clients by gathering information and researching in order to resolve promptly.Opened, updated, and changed accounts, handled account closures, sale and withdrawal of registered and non-registered term deposits.Processed and maintained all aspects of Agent Commissions and Clawbacks ensuring accurate agent commission cheques.Reviewed and prepared a number of daily and monthly reports ensuring account accuracy.Maintained, documented and updated the Office Policy and Procedure manuals documenting more efficient methods to handle tasks in order to save time.Processed Non-Registered, RSP, RIF and TFSA estates.Manually processed interest and maturity payments via EFT/cheques in a timely manner