Shona Bridger
Orillia,ON
Summary
Motivated Financial Planner with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Financial Planner
CIBC
09.2001 - Current
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Established and deepened existing client relationships through complex financial planning.
- Developed recommendations specific to client's financial situation on variety of topics.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Helped clients make informed decisions about their financial future.
- Informed clients of strategies for reducing debt and maximizing savings.
Education
BBA - Accounting And Finance
Memorial University of Newfoundland
St John’s, NL06.2001
Skills
- Investment Advising
- Identify clients life and financial goals and provide comprehensive reviews
- Build long term relationships and ongoing services
- Account Performance Reviews
- Asset Allocation
Accomplishments
Multiple Quarter Individual Achievers Recipient
Annual Achiever Award 2020
Certification
- Canadian Securities Course(CSC)
- Wealth Management Essentials(WME)
- Conduct and Practices Handbook(CPH)
Timeline
Financial Planner
CIBC
09.2001 - Current
BBA - Accounting And Finance
Memorial University of Newfoundland
- Canadian Securities Course(CSC)
- Wealth Management Essentials(WME)
- Conduct and Practices Handbook(CPH)
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