Associate and Administrative Assistant
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I am an experienced Executive Assistant and Financial Associate with 15+ years of progressively growing my role in administration, executive services, advisory services, client communication, content creation and marketing. I enjoy producing and editing client-focused materials including emails, newsletters, social media content, financial reports and educational resources, ensuring that I always maintain high editorial standard.
Throughout my career I have been the go-to person for handling training, multiple schedules and projects. I have strong organizational skills and thrive in a fast paced, engaging environment. I am adept at using various CRM tools, Slack, Teams, Microsoft Office, Quickbooks and financial software. I have experience working remotely and can efficiently manage my time and schedule for maximum production.
Throughout my career in the financial services industry, I have consistently served as a trusted advisor and educator. From managing investment portfolios and developing personalized financial strategies to coordinating client events and educational sessions, I have always prioritized clear communication and financial literacy. My ability to simplify complex financial concepts into meaningful, actionable strategies has been a cornerstone of the strong client relationships I’ve built.
Key highlights of my background include:
Experience coaching clients across all life stages, including goal-based planning, retirement strategies, debt management, and estate considerations.
Completion of the CIM designation and securities licensing, reflecting a strong foundation of knowledge and professionalism in Canadian financial practices.
Proven leadership in client education initiatives, including content creation for newsletters, social media, and webinars.
Comfortable with remote work, having effectively engaged clients through digital platforms, CRM systems, and virtual reporting tools.
What sets me apart is my commitment to ethical, client-focused support. I thrive in roles where education and guidance are the priority, and I am excited by opportunities that allow me to make a meaningful difference in people’s financial lives.
Chartered Investment Manager- Canadian Securities Institure
Marketing and Public Relations- Mount Royal University
