- Spearheaded the launch of Wealthytoday.ca, a firm focused on providing comprehensive financial literacy and customized financial solutions.- Developing and executing strategic plans to grow client base.- Organizing and hosting financial literacy webinars and community events to educate and empower local families.

As Marketing Director at WFG, I empowered individuals to align their financial goals with their actions, fostering a proactive approach to wealth management. I successfully recruited and trained numerous team members, enhancing our capacity to serve clients effectively. Additionally, I facilitated the opening of multiple investment and insurance accounts, ensuring comprehensive financial solutions tailored to each client's needs.

As an Office Administrator at Fencor from April 2019 to September 2023, I played a pivotal role in enhancing office operations. I managed client accounts and ensured the accuracy of financial records utilizing Jonas software. My responsibilities included coordinating schedules and deadlines to maintain efficient workflows and project completion, as well as facilitating effective communication within the team and with clients. I implemented organizational systems to improve office productivity… Show more As an Office Administrator at Fencor from April 2019 to September 2023, I played a pivotal role in enhancing office operations. I managed client accounts and ensured the accuracy of financial records utilizing Jonas software. My responsibilities included coordinating schedules and deadlines to maintain efficient workflows and project completion, as well as facilitating effective communication within the team and with clients. I implemented organizational systems to improve office productivity and efficiency. Additionally, I oversaw vendor management, ensuring timely and cost-effective procurement of goods and services, and managed vendor payments, overseeing transactions amounting to half a million dollars per month. I also collaboratively addressed and resolved operational issues and supported the recruitment process, from candidate screening to onboarding new employees. Through these efforts, I made significant contributions to the operational success and growth of Fencor Contracting | Fencor Hydrovac. Show less