Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Mckasey Cadore

Brampton,ON

Summary

Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.

Overview

7
7
years of professional experience

Work History

Financial Advisor

Sunlife Financial
10.2019 - Current
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
  • Analyzed financial needs of clients and developed tailored strategies to meet goals.
  • Advised clients on investments, retirement and estate planning.
  • Collaborated with clients to develop customized investment portfolios.
  • Monitored and updated financial plans to comply with client goals.

Accountant

Metro Logistics
09.2016 - 10.2019
  • Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
  • Reconciled accounts and reviewed expense data, net worth, and assets.
  • Used advanced software to prepare documents, reports, and presentations.
  • Evaluated and improved financial records to make important business decisions.
  • Gathered financial information, prepared documents, and closed books.
  • Improved data collection, financial analysis and financial modeling to optimize practices and retain customers.
  • Detected and corrected mistakes early on and implemented systems to avoid recurring issues.
  • Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
  • Trained new employees on accounting principles and company procedures.
  • Developed financial models to assess and analyze financial performance of clients.
  • Cooperated with senior leaders to create operating budgets and initiate financial planning.
  • Collected and reported monthly expense variances and explanations.

Education

Bachelor of Business Administration - Accounting

Humber College
Toronto, ON
03.2018

Skills

  • Insurance Decisions
  • Retirement Needs
  • Mutual Funds
  • Client Relations
  • Investment Planning
  • Financial Planning
  • Retirement Planning
  • Investment Advice
  • Relationship Building and Management
  • Wealth Management
  • Financial Advising
  • Business Development

Languages

English
Native or Bilingual

Timeline

Financial Advisor

Sunlife Financial
10.2019 - Current

Accountant

Metro Logistics
09.2016 - 10.2019

Bachelor of Business Administration - Accounting

Humber College

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Mckasey Cadore