Michaela Creamer
Langley,BC
Summary
I have worked in a variety of professions over the past 10 years as both an employee and an owner and gained valuable experience and knowledge that has led me to my current profession as a wealth management specialist. I have developed a passion for life-long learning across all areas of financial planning and being able to provide clients of all ages and all stages of life financial piece of mind.
Currently working as a Wealth Management Specialist in BC.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Wealth Management Specialist
Everything Financial Group
Langley, British Columbia
09.2024 - Current
- I am currently working as a Wealth Management Specialist Associate for a financial planning firm located in Canada that works with both Canadian and US clients. The company has 3 locations throughout BC and clientele residing in numerous provinces across Canada. They also have a US location in Arizona and have US clients located throughout the US. As the only American on the team, I have a unique set of skills in having first-hand knowledge of both the Canadian and US financial systems. This allows me to not only build financial plans for Canadians, but our US clients as well. Everything Financial works with various Portfolio Management companies across Canada to manage their clients’ investments including Cardinal Capital Management, who specifically manages investments for their US clients and Canadian non-residents. In addition to helping build financial plans for clients, I also assist in the administration of client accounts with the various portfolio management companies, review client accounts and tracking necessary milestones, and track inflows and outflows of the company Assets Under Management.
Chef, Owner
Layered Events LLC
Scottsdale, Arizona
03.2022 - 06.2024
- Worked as a chef and owner of Layered Events LLC, a catering and event planning company. Responsible for menu planning, food preparation, and managing all aspects of event execution. Developed strong culinary skills and creativity in designing unique and memorable dining experiences for clients.
Dental Assistant / Manager in Training
Darien Center for Comprehensive Dentistry
01.2016 - 10.2021
- Served as a dental assistant at the Darien Center for Comprehensive Dentistry, providing chairside assistance to the dentist during procedures, taking patient X-rays, and maintaining patient records. Additionally, I took on managerial responsibilities, including training new employees and overseeing office operations. Developed strong organizational and multitasking skills in a dental office setting. Lastly, took multiple Continuing Education courses in order to advance in the career and maximize opportunities.
Sales Associate, Asst. Manager
Free People - URBN
10.2013 - 08.2020
- Worked as a sales associate and later an assistant manager for Free People, a leading retail brand. Assisted customers in selecting and purchasing merchandise, provided exceptional customer service, and maintained store cleanliness and organization. As an assistant manager, I assisted in managing inventory, training new employees, and ensuring smooth operations of the store. Developed strong communication and problem-solving skills while working in a fast-paced retail environment. Sent out marketing emails, managed tills and reported stats and figures to corporate on a daily basis.
Education
High School Diploma -
Notre Dame Preparatory High School
Scotttsale, AZ05.2012
Skills
- Canadian and US cross-border client relations
- Canadian and US Financial Knowledge
- Canadian and US Portfolio Management Administration
- Extensive Computer Skills including Word, Excel, and Adobe
- Financial CRM management systems such as Firm360 and Trello
- Financial Planning software such as Planworth
- Adaptability and Ability to Work Under Pressure
- Creative Thinking and Problem Solving
- Teamwork and Employee Training
Certification
- CSC - Candian Securites Course - Projected Completion September 2025
- LLQP - Life License Qualification Program - May 2024
- Infection Control, DANB - Oct 2017
- Radiation Health & Safety, DANB - Aug 2016
- Certified Dental Assistant, DANB - Jan 2016
References
Peter Cishecki, President of Everything Financial Group
peter@everythingfinancial.com
Shannon Allison, CEO of Everything Financial Group
shannon@everythingfinancial.com
Timeline
Wealth Management Specialist
Everything Financial Group
09.2024 - Current
Chef, Owner
Layered Events LLC
03.2022 - 06.2024
Dental Assistant / Manager in Training
Darien Center for Comprehensive Dentistry
01.2016 - 10.2021
Sales Associate, Asst. Manager
Free People - URBN
10.2013 - 08.2020
High School Diploma -
Notre Dame Preparatory High School
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