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Ashley Wilson is listed as Team Manger Estates at Fidelity Canada, a with 539 employees, based in Greater Barrie Metropolitan Area, Canada. AeroLeads shows a work email signal at cibc.com and a matched LinkedIn profile for Ashley Wilson.
Ashley Wilson previously worked as Team Manager at Fidelity Canada and Estates Specialist at Fidelity Canada. Ashley Wilson holds Diploma Of Education from Step Canada | The Society Of Trust And Estate Practitioners (Canada).
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AeroLeads found 1 current-domain work email signal for Ashley Wilson. Compare company email patterns before reaching out.
Hi there, I’m Ashley!I’m a Team Manager for the Estates Team at Fidelity Clearing Canada. I have over ten years of financial services experience and I am very excited about this new chapter with a company that takes pride in its international reputation. In the past I took great satisfaction in helping my clients turn their ambitions into a reality through financial planning. The most rewarding part of my role working with Canadians across the country is nurturing financial literacy. It really made me happy to see my clients knowledge in terms of investing grow and they gain confidence in their financial decisions. My personal passion within the industry is estates; I find the area to be fascinating because it focuses on legacy wealth protection.A bit more about me:-I really enjoy travelling, I’ve visited over 10 countries (always open to recommendations)-since I visit different cities photography has become a hobby of mine-I collect comic books and enjoy reading
Listed skills include Administration, Telecommunications, Reception, Sales Management, and 18 others.
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Toronto, Ontario, Canada
With over ten years of experience in financial services and estate settlement, I thrive on transforming challenges into opportunities for growth. As an Estates Team Manager, I lead a dedicated team in optimizing the client experience in estate settlement for Fidelity Clearing Canada.
Ontario, Canada
- Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.- Implement financial planning recommendations or refer clients to someone who can assist them with plan implementation.- Analyze market conditions to determine optimum times to execute securities transactions.Explain stock market terms or trading practices to clients.
Toronto, Ontario, Canada
- Provide advice and technical assistance with cost analysis, fiscal allocation, and budget preparation.- Monitor financial activities and details such as reserve levels to ensure that all legal and regulatory requirements are met.- Receive, record, and authorize requests for disbursements in accordance with company policies and procedures.
Toronto, Canada Area
- Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.- Implement financial planning recommendations or refer clients to someone who can assist them with plan implementation.- Analyze market conditions to determine optimum times to execute securities transactions.Explain stock market terms or trading practices to clients.
Markham, Ontario
- Able to apply various leadership styles in any given situation to benefit the team and achieve Tangerine Bank’s core objectives -Subject Matter Expert in Estates matters including Bankruptcies, Requirement to pay, Court Orders, Garnishments, Estate and Power of Attorney; knowledge used to provide accurate guidance to Estates Account Managers -Participate in the administration of Estates, Power of Attorneys, Requirement to Pay, Garnishments, Bankruptcies, including reviewing the documentation, update various systems, multiple follow up discussions with Clients -Investigate and Solve Client Escalations regarding Bankruptcies, Requirement to Pay, Garnishment, Court Orders, Estate and Power of Attorney
Toronto, Canada Area
-Guided Banking Centres through the estate process in terms of disbursing CIBC assets to the appropriate Estate Representatives and Beneficiaries -Aided Banking Centre Partners in reviewing estate documents of deceased clients; ensuring that valid proof of death documents, wills and lawyer requests have been providedPrepared documents for Estate Representatives and Beneficiaries to sign and review signed documents to ensure that they are complete and accurate-Worked with colleagues from multiple departments (Wealth Management, Mortgage Servicing, Credit Card Services and other CIBC teams) to settle assets from different lines of business on behalf of the Banking Centre to quicken the processing time and make a smoother experience for Estate Representatives dealing with CIBC-Educated Banking Centre Leaders and Financial Services Representatives on the risks associated when dealing with estates that do not have probate or potential for conflict by completing risk assessments
Stouffville, Ontario, Canada
Ranked in 1st quartile for referrals to Financial Service Representatives Responsibilities * Provided excellent customer service while assisting clients with their daily needs (Deposits, Withdrawals, Foreign Exchange, Drafts/Money Orders) *Proactively demonstrated lobby leadership in the customer lounge and self serve areas of the branch to deliver an exceptional customer experience *Promoted CIBC products while meeting and exceeding weekly targets *Expertise in identifying new sales opportunities and making quality referrals to colleagues *Gained considerable knowledge of CIBC software (COINS, CBFE, ECIF)
Executive Assistant to Division Director, helping to build the division.
Mississauga Ontario
In this position I receive payments from clients pertaining to the vast amount of services that the company offers. I direct clients when they arrive at the office for meetings. I contact clients in regards to their accounts and address any comments or concerns.
Calgary, Canada Area
Other employees you can reach at fidelity.ca. View company contacts for 539 employees →
Nicolas Estevez Perez
Colleague at Fidelity CanadaGreater Montreal Metropolitan Area, Canada
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JL
Jason Lowe
Colleague at Fidelity CanadaOshawa, Ontario, Canada
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Haseena Ishmail
Colleague at Fidelity CanadaToronto, Ontario, Canada
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RS
Ramesh Srikanth
Colleague at Fidelity CanadaScarborough, Ontario, Canada
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JG
Jean-François Grondin, Cim
Colleague at Fidelity CanadaMontreal, Quebec, Canada
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DV
Derwin Vasquez
Colleague at Fidelity CanadaMarkham, Ontario, Canada
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Priyanka Ruttala
Colleague at Fidelity CanadaToronto, Ontario, Canada
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Dylan Peters
Colleague at Fidelity CanadaToronto, Ontario, Canada
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CB
Carlos Braz Margarido
Colleague at Fidelity CanadaToronto, Ontario, Canada
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Luke Southwell
Colleague at Fidelity CanadaOshawa, Ontario, Canada
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B.A. Bilingual Economics
Topics Covered: -Regulatory Environment -Registrant Responsibilities -Suitability -Economic Factors and Financial Markets -Types.
Quick answers generated from the profile data available on this page.
Ashley Wilson works for Fidelity Canada.
Ashley Wilson is listed as Team Manger Estates at Fidelity Canada.
AeroLeads has found 1 work email signal at @cibc.com for Ashley Wilson at Fidelity Canada.
Ashley Wilson is based in Greater Barrie Metropolitan Area, Canada while working with Fidelity Canada.
Ashley Wilson has worked for Fidelity Canada, Cibc, Tangerine, Investors Group, and Acanac Inc.
Ashley Wilson's colleagues at Fidelity Canada include Nicolas Estevez Perez, Jason Lowe, Haseena Ishmail, Ramesh Srikanth, and Jean-François Grondin, Cim.
You can use AeroLeads to view verified contact signals for Ashley Wilson at Fidelity Canada, including work email, phone, and LinkedIn data when available.
Ashley Wilson holds Diploma Of Education from Step Canada | The Society Of Trust And Estate Practitioners (Canada).
Ashley Wilson is listed with skills including Administration, Telecommunications, Reception, Sales Management, Money Handling, Modeling, Training And Development, and Employee Training.
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