Jim Kasule

• Conducted due diligence on potential investments, analyzing market trends and company fundamentals.
• Negotiated favorable terms with external service providers to reduce operational costs for the firm without compromising quality or efficiency.
• Optimized portfolio performance through continuous monitoring and timely adjustments to asset allocations.
• Researched and shared recommendations on stock market trends and economic forecasts to support portfolio decisions.

• Cultivated strong relationships with clients, resulting in an expanded referral network and new business opportunities.
• Served as a trusted advisor to both individuals and small businesses seeking financial support during challenging economic times.
• Participated in community outreach events to promote financial literacy and share expertise with local residents.
• Collaborated with cross-functional teams to develop customized financial products and services tailored to individual client needs.

• Provided company information and policies to customers upon inquiry and answered questions via phone, email, or online chat.
• Maintained detailed records of client interactions, ensuring accurate documentation for future reference.
• Described product and service details to customers to provide information on benefits and advantages.
• Explained online self-help options to customers to promote additional and after-hours support choices.
• Developed working relationships with internal and external customers while assisting with account management duties.
• Enhanced customer satisfaction by providing timely and accurate information on products and services.

Tax preparation. Tax minimization. General personalized tax advise

• Operated various landscaping equipment safely and efficiently, including mowers, trimmers, edgers, blowers, and chainsaws.
• Enhanced landscape aesthetics by regularly mowing lawns, trimming bushes, and planting flowers.
• Reduced water usage by installing and maintaining efficient irrigation systems.
• Contributed to a clean environment by disposing of waste materials responsibly through recycling or composting methods when applicable.

Designed , Manufuctured Men’s shirts and accessories

Sold them on a

Franchised platform

Helped new Canadians with taxes and financial advise on a volunteer

basis.

Founded Africa Pavilion to show case African artistry , culture and heritage during the Folkorama season

Created a motivational speaker group to uplift and inspire North End

and First Nation schools