Cross-Border Wealth Manager
Send a job offer directly to this candidate
Experienced Financial Planner with a demonstrated history of working in the banking industry. Skilled in Microsoft Word, Critical Thinking, Analytics, and Public speaking. Strong sales professional with a Bachelor’s Degree focused in Commerce from Queen's University.
At MCA Cross Border Advisors, I was a cross-border financial planner for high-net-worth individuals moving between the Canadian and U.S. Borders. This firm provides a fee-based advice model, which has allowed me to emphasize my value add, improve my technical aptitude for complex planning strategies, and implement financial plans with a team of tax and law professionals for a true holistic advice picture.
I am passionate about solving complex tax issues, providing guidance to attain goals and understanding clients' holistic needs to ensure they feel confident about their situation.
In addition to my professional experience, I hold a Bachelor of Commerce from Queen’s University. I have obtained my Certified Financial Planner (CFP) and Personal Financial Planning (PFP), and Chartered Investment Manager (CIM) designations, and have intentions to complete the Certified International Wealth Manager (CIWM) in the upcoming months. I am continuously seeking opportunities for personal and professional development to further advance my skill set.
