Summary
Overview
Work History
Education
Skills
Additional Experience And Interests - Portfolio Management
Timeline
Generic

BRYCE GOERZEN

Calgary,AB

Summary

Motivated finance professional preparing to write my CFA Level 1 in August 2025, to propel career. Strong foundation in finance, and passion for continuous learning. Committed to expanding knowledge and skills to excel in the industry. Receiving my BBA in Finance to enhance my expertise in risk, investment analysis, portfolio management, and other financial-related topics. Dedicated and determined to make significant contributions to any organization driven to learn, grow, and contribute to any organization.

Overview

12
12
years of professional experience

Work History

Housewares Clerk

Real Canadian Superstore
Calgary, AB
10.2021 - Current
  • Maintained well-stocked shelves to enhance customer satisfaction in fast-paced retail environment.
  • Organized store presentation, ensuring visual appeal and accessibility for customers.
  • Provided attentive service to assist customers and promote enjoyable shopping experiences.
  • Executed assigned tasks efficiently, contributing to overall operational
  • Adhered to managerial directives while maintaining a professional demeanour.
  • Fostered inviting atmosphere for customers through effective organization and presentation.

Landscaping

Self Employed
Calgary, Alberta
03.2013 - Current
  • Managed year-round lawn and snow services for up to seven properties, ensuring high-quality services were delivered.
  • Cultivated strong customer relationships, resulting in high client satisfaction and repeat business.
  • Implemented strategic invoicing procedures to enhance financial management of services rendered.
  • Fostered positive relationships with clients, contributing to a steady flow of repeat business.
  • Maintained high standards of customer service, prioritizing client needs and preferences.

Produce Clerk

Real Canadian Superstore
Calgary, AB
10.2019 - 10.2021
  • Maintained fully stocked shelves in fast-paced retail environment.
  • Optimized product availability to enhance customer shopping experience.
  • Completed tasks efficiently while multitasking for timely results.
  • Created and presented visually appealing store displays to attract customers.
  • Prioritized customer satisfaction to encourage repeat visits and loyalty.
  • Contributed to inviting shopping ambiance, promoting product visibility effectively.

Dishwasher

STATE AND MAIN
Calgary, AB
04.2019 - 10.2019
  • Maintained cleanliness and organization in a fast-paced kitchen environment.
  • Demonstrated strong time management and multitasking skills to enhance operational efficiency.
  • Collaborated with kitchen staff to ensure seamless operations and workflow optimization.
  • Supported kitchen operations by keeping work areas clean and organized.

Hockey Referee

Central Zone
Calgary, AB
09.2016 - 03.2017
  • Communicated effectively with team members and crowds to enhance game atmosphere.
  • Displayed leadership in managing games while enforcing rules consistently.
  • Ensured fairness and promoted a sportsmanlike environment for all participants.
  • Demonstrated initiative in facilitating smooth gameplay and conflict resolution.

Summer Day Camp Volunteer

WINSPORT
Calgary, Alberta
07.2016 - 08.2016
  • Assisted supervisors in camp activities while ensuring camper safety and enjoyment.
  • Maintained composure in diverse situations, effectively resolving issues promptly.
  • Prioritized well-being of campers to enhance overall experience and satisfaction.
  • Facilitated enjoyable camp environment, creating memorable experiences for all participants.

Education

CFA level 1 -

CFA Institute
08.2025

BBA - Finance

Mount Royal University
Calgary, AB
05.2025

High School Diploma -

Robert Thirsk High School
Calgary, AB
06.2021

Skills

  • Capital markets analysis
  • Customer service
  • Market research
  • Project management
  • Team collaboration
  • Risk management
  • Portfolio management
  • Time management
  • Microsoft Excel
  • Analysis of financial statements

Additional Experience And Interests - Portfolio Management

Making wise investment decisions to ensure long term growth for my TFSA. Analyzing companies carefully to meet my needs, and specific criteria to see if it aligns with my risk tolerance. Applying fundamental analysis to reduce risk and help mitigate systematic risk. By understanding the strengths and weaknesses of securities and applying concepts learnt from classes to construct a strong diversified portfolio.

Timeline

Housewares Clerk

Real Canadian Superstore
10.2021 - Current

Produce Clerk

Real Canadian Superstore
10.2019 - 10.2021

Dishwasher

STATE AND MAIN
04.2019 - 10.2019

Hockey Referee

Central Zone
09.2016 - 03.2017

Summer Day Camp Volunteer

WINSPORT
07.2016 - 08.2016

Landscaping

Self Employed
03.2013 - Current

CFA level 1 -

CFA Institute

BBA - Finance

Mount Royal University

High School Diploma -

Robert Thirsk High School

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BRYCE GOERZEN