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EXPERIENCE
Strong Professional Background In Financial Services
2023 - Present
SENIOR FINANCIAL CONSULTANT,
IG WEALTH MANAGEMENT
Investors Group Financial Services Inc.
Holistic wealth planning including asset management, financial goal setting, risk mitigation, tax and estate planning offered through IG Wealth Management.
2019 - 2023
WEALTH ADVISOR,
WORLDSOURCE FINANCIAL
Mutual funds, Exchange-traded funds and some Segregated funds provided by the Fund Companies were offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer.
Life insurance, Disability insurance, Critical Illness insurance and Segregated funds provided by various manufacturers are offered through Sean May CFP®, CIM®, FCSI® via Gryphin Advantage Inc., Managing General Agency.
2017 - 2021
FINANCIAL ADVISOR, EMPIRE LIFE INSURANCE
Provider of segregated fund investment and insurance advice, products and services to new and existing insurance clients of Empire Life across Canada, to strengthen their current position and help them plan for a secure tomorrow.
2016 - 2017
CORPORATE COMPLIANCE OFFICER, EMPIRE LIFE INVESTMENTS
Assessed and approved the equity trade requests of designated Access Persons to ensure compliance with Company policy. Monitored accounts for suspicious trade activities as per anti-money laundering and anti-terrorist processes. Performed Market Conduct investigations.
2007 - 2016
INVESTMENT COUNSELLOR, CI PRIVATE COUNSEL LP
Managed approximately $180 million in assets, servicing high net worth clientele across Canada in four main areas: financial goal targeting, risk protection (insurance), tax strategies, and succession planning.
2004 - 2007
TRAINER, FINANCIAL ADVISOR, FREEDOM 55 FINANCIAL
Trained new Financial Security Advisors in Kingston, Brockville, Smiths Falls and Belleville. Managed approximately 200 families as a Financial Advisor, performing core advisory services to clients with relationships built on trust.