Summary
Overview
Work History
Education
Skills
Certification
other volunteer roles
volunteer experience
references
Timeline
Generic

Steve Dafoe

Thunder Bay,ON

Summary

Being retired, it is a desire to teach the younger generation. The hope is to draw on personal experiences that will enhance a students perspective in the business program.

Overview

45
45
years of professional experience
1
1
Certification

Work History

SONGWRITER

Dafoe Music
01.2004 - Current
  • Composed new songs and music using variety of recording and production equipment
  • Wrote music for commercial mediums, including advertising jingles, and film soundtracks.

FINANCIAL ADVISOR

Sun Financial
05.1985 - 02.2022
  • Created and maintained comprehensive financial plans that analyzed client's investment allocation
  • Developed custom financial strategies for clients to help them reach their long-term financial goals.

VICE PRESIDENT & OWNER

Unison Benefits (Group Benefits Financial)
05.2007 - 09.2015
  • Served as valued partner with President and Sales team to execute growing the company and brand
  • Specialized in Group Benefit and Retirement plans.

EXECUTIVE GENERAL MANAGER

National Record Distributors
09.1981 - 08.1983
  • Executed sales and operational activities, producing results that exceeded business plan
  • Monitored store performance and identified opportunities for improvement.

STORE MANAGER

Grafton Group (Jack Fraser Menswear)
05.1979 - 09.1981
  • Developed and executed marketing plans to promote store products and services
  • Oversaw day-to-day store operations to foster efficient and profitable operations.

Education

CHARTERED FINANCIAL PLANNER IN FINANCIAL PLANNING -

Canadian Institute of Financial Planning
Toronto, ON
10.1998

DOCTOR OF BUSINESS ADMINISTRATION INT'L FINANCE -

Hawthorne University /Can School of Mgt.
Salt Lake City, UT
05.1998

REGISTERED HEALTH UNDERWRITER IN DISABILITY INSURANCE -

Advocis
Toronto, ON
01.1998

MASTER OF BUSINESS ADMINISTRATION (M.B.A.) IN FINANCE -

Hawthorne University/Can School of Mgt
Salt Lake City, UT
06.1994

CERTIFIED FINANCIAL PLANNER IN FINANCIAL PLANNING -

Financial Planner Standards Council
Toronto, ON
06.1994

ADVANCED DIPLOMA & FELLOWSHIP IN BUSINESS ADMINISTRATION -

Canadian School of Management
Thunder Bay, ON
05.1994

DIPLOMA BUSINESS IN BUSINESS -

Canadian School of Management
Toronto, ON
02.1992

BACHELOR OF ARTS (B.A.) IN ECONOMICS -

Lakehead University
Thunder Bay, ON
06.1981

BACHELOR OF ARTS (B.A.) IN POLITICAL SCIENCE -

Saint Mary's University
Halifax, NS
05.1978

BACHELOR OF COMMERCE (B. COMM) -

Saint Mary's University
Halifax, NS
05.1977

Skills

  • Self-Directed
  • Flexible and Adaptable
  • Relationship Building
  • Organization

Certification

  • Life & Accident Sickness License (1985current)
  • Mutual Funds License (19852022)

other volunteer roles

  • Board for The United Way of Thunder Bay
  • Board Director Big Brothers Big Sisters
  • Board Director G Jeffries Treatment Ctr.
  • Director on Boards for Retail Mall Associations in Thunder Bay

volunteer experience

  • MASTER SWIM OFFICIAL, Swim Canada & Swim Ontario, Thunder Bay, ON, 09/01/11, Present
  • PRESIDENT VOLUNTEER, Masters Thunder Bay Swim Organization, 02/01/18, 06/01/22

references

Doug Shanks, Cheadle Law Lawyer, Friend, (807) 622-6821, shanksj@cheadles.com

Timeline

VICE PRESIDENT & OWNER

Unison Benefits (Group Benefits Financial)
05.2007 - 09.2015

SONGWRITER

Dafoe Music
01.2004 - Current

FINANCIAL ADVISOR

Sun Financial
05.1985 - 02.2022

EXECUTIVE GENERAL MANAGER

National Record Distributors
09.1981 - 08.1983

STORE MANAGER

Grafton Group (Jack Fraser Menswear)
05.1979 - 09.1981

CHARTERED FINANCIAL PLANNER IN FINANCIAL PLANNING -

Canadian Institute of Financial Planning

DOCTOR OF BUSINESS ADMINISTRATION INT'L FINANCE -

Hawthorne University /Can School of Mgt.

REGISTERED HEALTH UNDERWRITER IN DISABILITY INSURANCE -

Advocis

MASTER OF BUSINESS ADMINISTRATION (M.B.A.) IN FINANCE -

Hawthorne University/Can School of Mgt

CERTIFIED FINANCIAL PLANNER IN FINANCIAL PLANNING -

Financial Planner Standards Council

ADVANCED DIPLOMA & FELLOWSHIP IN BUSINESS ADMINISTRATION -

Canadian School of Management

DIPLOMA BUSINESS IN BUSINESS -

Canadian School of Management

BACHELOR OF ARTS (B.A.) IN ECONOMICS -

Lakehead University

BACHELOR OF ARTS (B.A.) IN POLITICAL SCIENCE -

Saint Mary's University

BACHELOR OF COMMERCE (B. COMM) -

Saint Mary's University

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Steve Dafoe