Summary
Overview
Work History
Education
Community Outreach And Volunteer Experience
Timeline
Generic

JAMES JIM PATTERSON

Campbellville,ON

Summary

  • 11+ years of proven experience working as a Financial Planner with a proven track record of achieving client satisfaction and loyalty through excellent wealth management services
  • CLU and CHS Designations completed
  • Life & Disability Licensed / Securities Licensed
  • Strong business development aptitude and entrepreneurial spirit demonstrated through over 35 years of successful self-employment initiatives
  • Bonded; Canadian and US customs clearances
  • Excellent interpersonal and communication skills with a strong focus on customer service and integrity in the management of customer accounts and relationships
  • Success driven with a strong work ethic with a high degree of self-confidence and leadership

Overview

37
37
years of professional experience

Work History

Insurance and Seg Fund Sales

PPI
11.2024 - Current

Securities and Investment Sales

Designed Securities
01.2024 - Current

Insurance and Seg Fund Sales

The Gryphin Advantage
09.2018 - Current

Fire Fighter, Captain (Part-Time)

Town of Milton
01.2011 - 03.2024
  • Drive a variety of Emergency Response Vehicles including: tankers, pumpers and rescue trucks
  • Perform vehicle inspections for safety and performance
  • Operate trucks during periods of Emergency Response
  • Respond to emergency calls
  • Participate in ongoing training
  • Active in community events and volunteering my time

Mutual Fund Sales

Worldsource Financial Management
09.2018 - 01.2024

Mutual Fund and Insurance Sales

Investia / Industrial Alliance
02.2014 - 09.2018

Licensed Insurance and Investment Professional

Freedom 55 Financial & Quadrus Investment Services
03.2013 - 02.2014

Snow Maker

Kelso
01.2012 - 01.2013
  • Monitor pumps and compressors for snow making system
  • Trained to safely operate a Snow Mobile, ATV and Front-End Loader used to complete daily work tasks

Boat Captain

Thousand Island Pleasure Diving
01.2012 - 12.2012
  • Drove a scuba diving charter boat
  • Conducted safety and dive briefings
  • Worked with Canada and US customs
  • Performed daily boat and safety equipment inspections

Driver

BFI Canada
01.2010 - 01.2011
  • Drove front end loading and roll off trucks
  • Operated walking floor trailers
  • Managed a route with over 80 customers
  • Complied with Ministry Transportation Ontario and Ministry of the Environment laws

Truck Driver / Owner

Always Trucking
01.1988 - 01.2010
  • Operated a fleet of trucks for Stelco / US Steel 'Just in Time' Delivery System
  • Developed Driver recruitment, training and incentive programs
  • Developed and maintained new and existing businesses and provided customer service
  • Dispatched trucks and coordinated loads
  • Ensured safety and compliance
  • Spec'ing and maintaining trucks and trailers
  • Managing accounting and tax reporting

Licensed Insurance and Mutual Fund Sales

Primerica Financial Services
03.1993 - 09.1995

Education

Fire Fighting - Emergency Patient Care & Emergency Response Procedures

Milton Fire Department
Milton, ON
01.2024

Ontario Secondary School Diploma -

Centennial CVI
Guelph, Ontario

Technical Scuba Diving - Shipwreck Exploration

Advanced Diving and Expeditions
01.2008

Welding Certificates -

Fanshawe College
Simcoe, Ontario
01.2004

Community Outreach And Volunteer Experience

  • Fire Fighter Appreciation Day, Fallen Fire Fighters Fund
  • Christmas Food drive
  • Run for the Cure
  • Community Clean-up Day
  • Tim Horton's Camp Day
  • Remembrance Day March at Haltonville
  • Terry Fox Run
  • Santa Clause Parade
  • Troy's Diner Toy drive
  • ESINC day
  • McHappy Days
  • Relay for Life
  • Milton Youth Leadership Conference

Timeline

Insurance and Seg Fund Sales

PPI
11.2024 - Current

Securities and Investment Sales

Designed Securities
01.2024 - Current

Insurance and Seg Fund Sales

The Gryphin Advantage
09.2018 - Current

Mutual Fund Sales

Worldsource Financial Management
09.2018 - 01.2024

Mutual Fund and Insurance Sales

Investia / Industrial Alliance
02.2014 - 09.2018

Licensed Insurance and Investment Professional

Freedom 55 Financial & Quadrus Investment Services
03.2013 - 02.2014

Snow Maker

Kelso
01.2012 - 01.2013

Boat Captain

Thousand Island Pleasure Diving
01.2012 - 12.2012

Fire Fighter, Captain (Part-Time)

Town of Milton
01.2011 - 03.2024

Driver

BFI Canada
01.2010 - 01.2011

Licensed Insurance and Mutual Fund Sales

Primerica Financial Services
03.1993 - 09.1995

Truck Driver / Owner

Always Trucking
01.1988 - 01.2010

Ontario Secondary School Diploma -

Centennial CVI

Technical Scuba Diving - Shipwreck Exploration

Advanced Diving and Expeditions

Welding Certificates -

Fanshawe College

Fire Fighting - Emergency Patient Care & Emergency Response Procedures

Milton Fire Department

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JAMES JIM PATTERSON