MFDA licensed, I help families build and accumulate wealth for children's education, saving for emergency funds and large purchases, short or long term retirement goals, and estate planning. Contributions can be made to non-registered accounts, TFSA, RRSP, RESP, RDSP, and other retirement income funds (RIF, LIF, etc). Choice of mutual fund providers and products are sold through WFG Securities Inc.

HLLQP licensed under Financial Services Regulatory Authority of Ontario (FSRA), I perform financial needs analysis for my clients to determine appropriate recommendations for protection of their family, health, income, assets, and estate preservation. I work with my clients to help them arrive at an insurance solution that is reasonable and acceptable to them. A variety of insurance providers and products are sold through WFG Insurance Agency Inc.

A strategic Business Consultant with over 25 years in the banking industry and a talent for analysis, process improvements, problem resolution, and leading teams. Experience in: - Strategic Consultation & Business Solutions - Project and Program Business Consultation & Support - Business Analysis and Process Improvements - Forensic Accounting & Financial Recovery in Banking Operations

For over 14 years in various management roles, led a national team of subject matter experts to provide business solutions, execute project activities, and produce deliverables within project timelines integrating new business and changes into 6 processing regions. Specialist in operational accounting and financial controls for 6 banking operations' processes for cheque and bill payments capture & exchange, returns & repairs, and chargebacks processing. Acted as Change Manager to create and implement change review and control process in support of newly introduced Enterprise Change (ECM) & Release (ERM) Management ITIL framework and Service Now tool into operations nation wide.

Unit Financial Control Coordinator Aug 1994 - Apr 1996Supervisor, Exceptions Processing (EXAD) Sep 1991 - Aug 1994DDA/EXAD Officer, Exceptions Processing (EXAD) Oct 1989 - Sep 1991Branch Secretary/Customer Service Rep - Queen Mary & Earnscliffe Branch Apr 1988 - Oct 1989Started my career in branch network and occupied several positions in Montreal Processing Centre. Supervised a team of people handling back-office centralized functions including leading, training, and managing branch relationships on the administration of personal and commercial accounts such as unpostable pay/return of items, statement dispatch, account maintenance, etc.In August 1994, specialized in financial flow analysis and process improvements while responsible for random audits of daily functional balancing and general ledger accounts reconciliation for each functional area within Eastern Region.

An insurance brokerage firm that offers personal and commercial insurance, with the organization having undergone many mergers. Occupied several positions in the personal lines (auto and home) and aviation departments including data entry invoicing, secretary/typist, and receptionist.