Summary
Overview
Work History
Education
Skills
Languages
Golf
Timeline
Generic

Charles Battershill

Toronto,ON

Summary

I bring diversity to WA in terms of age, life experience, educational and work experience. My commitment to holistic financial advising is strong and my ultimate career goal. Working within a team environment will accentuate my strengths.


Something you don't know about me is that I coached boys becoming men in high school football. Many lessons learned and dispensed about making teammates even better, towards winning the city championship!

Overview

30
30
years of professional experience

Work History

Adjunct Professor

York University
09.2003 - 04.2024
  • Provided students, of great learning style, ethnic, interest and age diversity, with timely academic progress information and feedback and academic stimulation and discipline.
  • Built relationships with students, mentoring on personal, professional and academic goals while providing coaching on intellectual growth and success.
  • Used variety of learning modalities and support materials to facilitate learning process and research skill, building oral and written presentational confidence.

Financial Security Advisor

Canada Life
04.2022 - 05.2023
  • Began to developed personal rapport with client base to maintain customer loyalty and establish long-term adding of value and deliverables
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs and intergenerational issues.
  • Through Teams and in-person met clients to discuss assets, expenses, and long-term and short-term financial and life goals to devise and revise personalized financial plans under urgency of KYC.
  • Educated clients on various financial matters and provided professional recommendations on opportunities, products, and services based on surfaced needs.
  • Employed proprietary software for financial and insurance planning

Investment Advisor

BMO Nesbitt Burns
10.1994 - 04.2001
  • Built book of clients from 0 to 110, including HNW clients Met and collaborated with existing and prospective clients to ascertain financial goals, risk tolerances and provide recommendations on investment solutions
  • Developed network of allied professionals and centers of influence.
  • Conducted quarterly events for clients and prospects
  • Researched companies and prepared presentations for management and prospects
  • Researched current economic trends and investment opportunities to stay abreast of financial markets.
  • Researched and evaluated potential investment products for clients
  • Assisted clients with budgeting and cash flow management.
  • Presented financial plans and investment solutions customized to particular client circumstances and goals

Education

Ph.D. - Social Sciences

York University
Toronto, ON
05.1989

Skills

  • Risk Management
  • Contact Management
  • Client Relationship Building
  • Wealth Management Strategies
  • Goal-Based Planning Tools
  • Empathy and Understanding
  • Attention to Detail

Languages

English
Full Professional

Golf

I'm not overly competitive with others, more with myself. I love practicing, and, the wisdom is that we play like we practice. 

Timeline

Financial Security Advisor

Canada Life
04.2022 - 05.2023

Adjunct Professor

York University
09.2003 - 04.2024

Investment Advisor

BMO Nesbitt Burns
10.1994 - 04.2001

Ph.D. - Social Sciences

York University

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Charles Battershill