Kyle Vieira

• Prepare financial reports and presentations for planners to present to clients
• Help clients understand complex situations and becoming a main point of contact for questions
• Collaborate with other professionals like Estate representatives and Mutual Funds team to offer seamless service
• Built and maintained relationships with clients, including managing client communication and maintaining accurate records and documentation.
• Update planners on any regulations and best practices to provide high quality service to clients 
• Assist in marketing and business development efforts, such as organizing client events and networking.
• Trained and mentored future associates

• Prepare financial reports and presentations for planners to present to clients
• Help clients understand complex situations and become a main point of contact for questions
• Collaborate with other professionals like Estate representatives and Mutual Funds team to offer seamless service
• Built and maintained relationships with clients, including managing client communication and maintaining accurate records and documentation.
• Update planners on any regulations and best practices to provide high quality service to clients 
• Assist in marketing and business development efforts, such as organizing client events and networking.
• Trained and mentored future associates

Business Management at Georgian College