Sheldon Reinhart
Swift Current,Saskatchewan
Summary
Dynamic Investment Advisor with a proven track record at Aviso/Innovation Credit Union, excelling in retirement planning and portfolio management. Leveraged problem-solving skills to enhance client retention through proactive reviews, fostering trust and long-term relationships. Expert in equity markets, driving strategic asset allocation for optimal investment performance.
Overview
26
26
years of professional experience
Work History
Investment Advisor
Aviso/Innovation Credit Union
06.2021 - 04.2025
- Analyzed market trends and economic data to make informed recommendations for clients'' portfolios.
- Assisted clients with retirement planning, ensuring a secure financial future through strategic asset allocation and consistent saving habits.
- Streamlined communication between investment advisors and support staff, resulting in improved efficiency and client service.
- Developed strong relationships with clients, resulting in increased trust and long-term business growth.
- Enhanced client retention rates through proactive portfolio reviews and ongoing relationship management efforts.
General Manager
Elmwood Golf and Country Club
01.2009 - 12.2020
- Managed budget implementations, employee reviews, training, schedules, and contract negotiations.
- Managed a diverse team of professionals, fostering a positive work environment and high employee satisfaction.
- Developed and implemented strategies to increase sales and profitability.
- Cultivated strong relationships with clients, vendors, and partners to ensure long-term success and loyalty.
- Monitored financial performance, set budgets and controlled expenses to provide financial stability and long-term organizational growth.
- Drove year-over-year business growth while leading operations, strategic vision, and long-range planning.
- Managed budget implementations, employee evaluations, and contract details.
Golf Professional
Elmwood Golf Club
04.1999 - 12.2008
- Enforced club policies and golf etiquette guidelines to maintain a safe, enjoyable environment for all players.
- Organized successful golf tournaments, ensuring smooth operations and positive experiences for participants.
- Managed pro shop inventory efficiently, maintaining optimal stock levels and attractive merchandise displays.
- Boosted sales of golf equipment and apparel by offering expert advice on product selection to customers.
Education
No Degree - Insurance License
Oliver's Learning Institute
Toronto, ON06-2024
No Degree - Canadian Securitie And Practise And Conduct Course
Canadian Securities Institute
Toronto, ON03-2022
Bachelor of Commerce - Finance
University of Saskatchewan
Saskatoon, SK04-2003
No Degree - Diploma in Professional Golf Management
Lethbridge College
Lethbridge, AB04-1999
Skills
- Problem-solving skills
- Creative thinking
- Verbal and written communication
- Customer Service-oriented
- Investment performance analysis
- Community relations
- Equity markets
- Retirement planning
- Portfolio management
- Investment strategies
- Bond market expertise
- Tax planning
Accomplishments
- Awarded "Top Advisor for Money Generated in 2023" from Aviso
Languages
English
Full Professional
Interests
I enjoy Hockey and Golf Played Junior A hockey in Billings, MT and Kimberley BC I was offered hockey scholarship at Brandon University as well as St Lawrence University
I made Team Saskatchewan Juvenile Team in 1990 and represented them at the Western Canadian Championships in Lloydminster
I have coached hockey in Swift Current and Cabri for 15 years including my daughter's U15A team last year as well as the Swift Current AAA Midget Legionnaires from 2007-2012
Timeline
Investment Advisor
Aviso/Innovation Credit Union
06.2021 - 04.2025
General Manager
Elmwood Golf and Country Club
01.2009 - 12.2020
Golf Professional
Elmwood Golf Club
04.1999 - 12.2008
No Degree - Insurance License
Oliver's Learning Institute
No Degree - Canadian Securitie And Practise And Conduct Course
Canadian Securities Institute
Bachelor of Commerce - Finance
University of Saskatchewan
No Degree - Diploma in Professional Golf Management
Lethbridge College
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