Resume
Tuesday, April 18, 2006
AYANA K FORWARD, CFP
111 PRETORIA AVE • OTTAWA, ONTARIO • K1S 1W8
PHONE (613) 236 6240 • E-MAIL ayananurse@gmail.com
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Objective
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I am a Certified Financial Planner (CFP) looking to help my clients create comprehensive financial plans.
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Experience
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Ryan Lamontagne Inc (March 2012-Present)
Associate Financial Planner
• Provide comprehensive financial plans
Associate Financial Planner
• Provide comprehensive financial plans
• Personal tax planning, insurance and investment advice
State Farm Insurance, Agent Dan Sims (October 2006-Present)
Financial Service Representative • Home, auto and life inurance sales and service
• Administer RRSPs and RESPs
Travel Only, Ottawa, (October 2004 - October 2008)
Home-Based Travel Consultant
• Started a part-time fully recognized (IATA, TICO, BBB) travel agency
• Sales and marketing in a highly competitive, commission based industry
• Built client base from the ground up
Field Hockey Canada, Ottawa, (April 2001 - May 2006)
Administrative Co-ordinator
• Help to schedule meetings, manage workflow and plan events
• Manage content of the Field Hockey Canada web site
• Manage communication flow between head office and Board of Directors, umpires, provincial associations, coaches and national teams
Swaby Financial Services, Dundas, (April 1996 – August 1997)
Office Assistant
• Managed client files for a home based financial consultant
• Responsible for filing, writing correspondence, and tracking expenses
• Worked directly with consultant to develop a direct mail marketing plan
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Education
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2002
University of Ottawa: Honours Bachelor of Commerce Degree
Specialization Human Resources and Accounting
2002
Canadian Securities Course
2006
Investment Funds in Canada Course (IFIC)
2006
General Insurance License (OTL)
2007
Life Insurance License (LLQP)
2007
Algonquin College Certified Financial Planner Education Program
2008
Certified Financial Planner (CFP)
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Technology and Computer Profeciency
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Advanced knowledge of MS Word, MS Excel, HTML, Adobe Photoshop, Joomla
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Additional Information & Interests
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• Captain of the University of Ottawa Women’s soccer team from 2001-2002
• I enjoy reading all types of business and personal finance related books, as well as publications such as MoneySense magazine
• Managing my personal investment portfolio
posted by aforward @ 12:39 PM,
