Location

Toronto, Ontario, Canada

Work

  • Mutual Fund Accountant @ TD
  • Customer Service Specialist @ Scotiabank

Education

  • University of Victoria

    Master’s Degree (Economics)

    2001 - 2003
  • Wilfrid Laurier University

    Bachelor’s Degree (Economics)

    1996 - 2000

Skills

  • Zephyr StyleADVISOR Certification Program
  • Morningstar Direct
  • Morningstar Advisor Workstation
  • Bloomberg Terminal
  • FactSet
  • Strategic Planning
  • Fixed Income
  • Product Development
  • Investments
  • Bloomberg
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