Financial & Investment Services
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I am a university graduate with a degree in Finance and a passion for the world of business. Throughout my schooling and prior work experience, I have developed a variety of skills including investment management, client service, business operations, market analysis and more. My work ethic and willingness to go above and beyond allows me to thrive in any professional environment.
Throughout my working career I have accrued a variety of experience in the financial sector. Working with a a multitude of investment vehicles allowed me to develop a deeper understanding of each of them and their relationship to the market. My time with Fidelity Investments was focused exclusively on Mutual Funds and their benefits for various investing styles. While working for RBC Direct Investing, my work was more broad and covered a variety of investment vehicles including stocks, GICs, Mutual funds, ETFs, Foreign exchange and Money Market investments. The requirements of the role often being to describe and explain the intricacies and uses for the investment types we offered, I was able to develop the ability to effectively convey details of each to clients in a professional manner. On top of these responsibilities, I spent time analyzing financial markets and investments in order to be as informed as possible on a day to day basis to execute my jobs to the best of my ability.
My post secondary education was completed at St. Francis Xavier University where I obtained a Bachelors of Business Administration with a major in Finance. Throughout my 4 years of university I completed a variety of courses relating to financial analysis, investment analysis, micro and macro economics and accounting. These courses are where my passion for the financial markets and investing was born.