Cindy Duclos Peterhans
Lethbridge,AB
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment. With strong interpersonal skills, excellent time management and problem-solving skills
Overview
32
32
years of professional experience
Work History
Financial Advisor
Desjardins Financial Security Independent Network
09.2016 - Current
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Implemented tax-efficient strategies for clients, maximizing returns while minimizing tax liabilities.
- Assisted high-net-worth individuals in wealth preservation through estate planning services and charitable giving strategies.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
Financial Advisor
Credential Securities
09.2011 - 06.2016
- Mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
- Managed and grew book of business
Financial Advisor
TD Bank
01.1992 - 08.2011
- Managed an assigned book of business
- Loans & Mortgages
Education
IFIC -
Canadian Securities Institute
1994
PFP -
Canadian Securities Institute
LLQP -
Advocis
CFP -
Canadian Secuities Institute
06.2016
Canadian Securities Course -
Canadian Securities Institute
2012
Wealth Management Essentials -
Canadian Securities Institute
07.2014
Grant Hicks Advisor Practice Management Coaching
Unshakable Business Leaders Coaching
Skills
- Investment Planning
- Retirement Planning
- Business Development
- Insurance Sales
- Networking abilities
- Estate planning
- Long-term care planning
- Financial goal setting
- Client relationship management
- Tax planning
Timeline
Financial Advisor
Desjardins Financial Security Independent Network
09.2016 - Current
Financial Advisor
Credential Securities
09.2011 - 06.2016
Financial Advisor
TD Bank
01.1992 - 08.2011
IFIC -
Canadian Securities Institute
PFP -
Canadian Securities Institute
LLQP -
Advocis
CFP -
Canadian Secuities Institute
Canadian Securities Course -
Canadian Securities Institute
Wealth Management Essentials -
Canadian Securities Institute
Grant Hicks Advisor Practice Management Coaching
Unshakable Business Leaders Coaching
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