Craig Kepron
Winnipeg
Summary
Dynamic financial professional with extensive experience specializing in client relationship development and investment advice. Proven track record in crafting personalized financial plans and optimizing portfolios, enhancing client satisfaction and long-term growth. Strong analytical skills combined with a commitment to professionalism drive successful outcomes for diverse clientele.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Financial Planner
D, A Robinson and Associates
11.2019 - 12.2020
- Developed personalized financial plans aligning with clients' goals and risk tolerance.
- Utilized financial planning software to generate accurate reports and projections for client meetings.
- Analyzed investment portfolios to enhance performance and ensure compliance with regulations.
- Conducted comprehensive reviews of client financial situations to identify opportunities for improvement.
Investment Advisor
National Bank Financial
08.2012 - 07.2017
- Analyzed client portfolios to identify investment opportunities and optimize asset allocation.
- Developed tailored financial strategies to meet individual client goals and risk tolerances.
- Provided ongoing portfolio management support, ensuring alignment with market trends and client objectives.
- Streamlined reporting processes, improving efficiency in client communication and engagement practices.
- Developed comprehensive financial plans for clients, resulting in improved long-term stability and growth.
- Built strong relationships with clients through consistent communication and proactive portfolio updates.
Investment Advisor/Financial Planner
Wellington West TWM
01.2002 - 07.2012
- Established and deepened existing client relationships through comprehensive financial planning.
- Built strong relationships with clients through consistent communication and proactive portfolio updates.
- Analyzed investment portfolios to enhance performance and ensure compliance with regulations.
- Helped clients make informed decisions about financial future.
- Collaborated with external professionals to develop tailored solutions addressing clients'' unique financial needs and goals.
Education
Honors Business Administration -
Ivy Business School - Western University
London, ON06-1994
Skills
- Client relationship development
- Analytical skills
- Financial plan development
- Investment advice
- Professionalism
- Portfolio management
- Retirement planning
Languages
French
Limited Working
Certification
- Chartered Financial Analyst (CFA)
- Certified Financial Planner (CFP)
Timeline
Financial Planner
D, A Robinson and Associates
11.2019 - 12.2020
Investment Advisor
National Bank Financial
08.2012 - 07.2017
Investment Advisor/Financial Planner
Wellington West TWM
01.2002 - 07.2012
Honors Business Administration -
Ivy Business School - Western University