Todd Benson, Ba, Cfp® Clu

Todd Benson, Ba, Cfp® Clu Email and Phone Number

Certified Financial Planner at VantageOne Financial Corp. @
Todd Benson, Ba, Cfp® Clu's Location
Vernon, British Columbia, Canada, Canada
About Todd Benson, Ba, Cfp® Clu

Driven to succeed! Hard work will get me places. Whether it's work, athletics or family, you get out what you put in.

Todd Benson, Ba, Cfp® Clu's Current Company Details
VantageOne Financial Corp./Worldsource Financial Management Inc.

Vantageone Financial Corp./Worldsource Financial Management Inc.

Certified Financial Planner at VantageOne Financial Corp.
Todd Benson, Ba, Cfp® Clu Work Experience Details
  • Vantageone Financial Corp./Worldsource Financial Management Inc.
    Financial Advisor
    Vantageone Financial Corp./Worldsource Financial Management Inc. Sep 2018 - Present
    Vernon, Bc
    Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. Other Products and Services including financial planning services are offered through VantageOne Financial Corp.
  • Vantageone Financial Corp.
    Financial Advisor
    Vantageone Financial Corp. May 2014 - Present
    Vernon, Bc
    Financial advice including investments and insurance.
  • Cibc
    Financial Services Representative
    Cibc Feb 2012 - Apr 2014
    Grand Forks, Bc
    Banking Credit and investment solutions.
    View
  • Boundary Wanderers Rugby Club
    President
    Boundary Wanderers Rugby Club Mar 2008 - Jun 2013
    Coaching, recruiting, administration
  • Boundary Country Regional Chamber Of Commerce
    President
    Boundary Country Regional Chamber Of Commerce Aug 2011 - Mar 2013
    Grand Forks, British Coulmbia
    Advocate for business in the boundary region of British Columbia.
  • Youth Juice
    Brand Partner
    Youth Juice Oct 2008 - Jul 2012
    Sharing the Health and Wealth benefits of Youth Juice with like minded individuals.
  • Investors Group Financial Services Inc.
    Consultant
    Investors Group Financial Services Inc. Nov 2010 - Feb 2012
    Development and implementation of individualized financial plans to meet the needs of our clients.
    View
  • Roxul, Inc.
    Production Supervisor
    Roxul, Inc. Jan 2007 - Nov 2010
    Supervision of a union work force in a mineral wool insulation manufacturing facility; reporting of daily production totals; adjustment of production schedule; completion of weekly safety audits; housekeeping; procedure and policy enforcement; team building
    View
  • Enmax
    Team Leader
    Enmax Jan 2002 - Jan 2007
    Lead a team of field workers, service targets, health and safety audits
    View
  • Enmax
    Field Representative
    Enmax Oct 1998 - Jan 2002
    Providing timely, accurate billing data through the use of the Itron hand held; giving frontline customer service to Enmax customers; contributing to the over all public image of Enmax Power; problem solving in areas of data collection through improved communication and hand held notes.
    View
  • Calgary Co-Op
    Customer Service Clerk/Cashier
    Calgary Co-Op Jan 1988 - Jan 1997
    Processing customer's grocery orders through the till; cash management; providing customers with information; maintaining a tidy and sanitary work area; assisting with stocking and pricing of merchandise.

Todd Benson, Ba, Cfp® Clu Skills

Leadership Team Building Strategic Planning Sales Coaching Customer Service Team Leadership Small Business Public Relations Budgets Negotiation Employee Benefits Change Management Project Management Recruiting Financial Planning Holistic Financial Advice Strategic Financial Planning New Business Development Management Microsoft Excel Finance Investments Financial Services Wealth Management

Todd Benson, Ba, Cfp® Clu Education Details

Frequently Asked Questions about Todd Benson, Ba, Cfp® Clu

What company does Todd Benson, Ba, Cfp® Clu work for?

Todd Benson, Ba, Cfp® Clu works for Vantageone Financial Corp./worldsource Financial Management Inc.

What is Todd Benson, Ba, Cfp® Clu's role at the current company?

Todd Benson, Ba, Cfp® Clu's current role is Certified Financial Planner at VantageOne Financial Corp..

What schools did Todd Benson, Ba, Cfp® Clu attend?

Todd Benson, Ba, Cfp® Clu attended The University Of Calgary, William Aberhart High School.

What are some of Todd Benson, Ba, Cfp® Clu's interests?

Todd Benson, Ba, Cfp® Clu has interest in Triathlon, Rugby, Education, Management Training, Health And Wellness, Financial Planing, Arts And Culture, Health.

What skills is Todd Benson, Ba, Cfp® Clu known for?

Todd Benson, Ba, Cfp® Clu has skills like Leadership, Team Building, Strategic Planning, Sales, Coaching, Customer Service, Team Leadership, Small Business, Public Relations, Budgets, Negotiation, Employee Benefits.

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