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<pre>Array ( [var] => cut_url ) </pre> Resume for Sandra M. for Consultant / Financial Services in Calgary, Canada. Search More Resumes for Consultant on Resumark.com #DN6VW1BH8
 

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Resume for Sandra M. for Consultant / Financial Services in Calgary, Canada




Occupation: Consultant Industry: Financial Services
Country: Canada City: Calgary
State: Alberta ZIP: T2J 1L7



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Sandra G. M. BA, MBA, CFP
Woodbend Road S.E.ÊÊ Calgary, AlbertaÊÊ TJ L
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Ê
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Experienced Financial /Planning/Consulting Industry Professional
Ê
Ê
Strong business acumen
ÊSpecialized knowledge regarding:
• High NetWorth Individuals
• Investments
• Retirement, tax and estate planning.
• Cash management and insurance planning.
• Planned giving development and gifting vehicles.
• Charitable giving strategies and development.
• Group Pension Plans
• Development and presentation of group education programs.
Management expertise encompassing:
• Market & Financial Research, Analysis & Recommendations
• Strategic Planning & Implementation
• Budgeting & Forecasting
• Project Analysis & Management
• Report Preparation & Delivery
• Collaboration & Conflict Resolution
• Client Relationship Management
• Business Development
Education and Professional Development
Ê
• Master’s of Business Administration, Management of Organizations and Human
Resources, and Marketing, University of Calgary,
• Bachelor of Arts, Psychology and Sociology, University of Calgary,
• Financial Management Advisor FMA, Canadian Securities Institute,
• Certified Financial Planner CFP, Canadian Institute of Financial Planning,
• Canadian Investment Management CIM, Canadian Securities Institute,
• Canadian Securities Course, Canadian Securities Institute,
• Registered Financial Planner RFP, not active, Canadian Association of Financial
Planners,
Sandra G M. Resume
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Sandra G M. Resume
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• AFP First Course in Fundraising, Association of Fundraising Professionals, Alberta
• Canadian Gift Planning Banff Course, Banff Centre, Alberta
• Additional financial related designations
Ê/ Professional Development Courses Completed:
o Estate Planning
o Trust Structures
o Ethical DecisionMaking
o Precious Metals
o Money Laundering & Terrorist Financing in the Financial Services Industry
o Beyond RRSPs: Maturity Options
o Household as a Financial Planning Unit
Ê Professional Experience
Ê
Sept Present
•ÊÊ Independent Financial Consulting Projects for individuals and small companies
Ê
A.Ruggieri Engineering Ltd, Calgary, Alberta
Strategic Project Lead
• Provided financial & marketing expertise and advice to Executive team;
• Various projects including key strategic planning, research and analysis in areas such as marketing,
financial management systems, organizational design and operations processes.
• Researched, analyzed and forecast current market trends for residential new home
construction builders and engineering service providers.
EducationMatters, Calgary, Alberta
Director of Fund Development, Individual and Planned Giving
• Responsible for building relationships with professional financial services advisors,
resulting in a database of approx. , Calgary advisors.
• Attendance at various industry conferences, events and professional development activities
sponsored by CPBI, Advocis, FPSCC, CAGP, etc, sometimes as a attendee and sometimes
as an exhibiter.
• Actively managing and identifying a portfolio of Planned Giving prospects and donors for
cultivation, solicitation, and stewardship;
• Evaluating the effectiveness of all Planned Giving initiatives and activities;
• Developing strategies to aggressively market the Planned Giving program;
• Collaborated with management team, board members, and both internal and external
stakeholders to establish goals, budgets, market targets, policies and committee terms
resulting in the beginnings of the overall strategic plan for the foundation;
• Developed collateral materials resulting in Advisor handbook, educational presentations
and client review brochure to facilitate successful philanthropic giving;
• Initiated and developed Payroll Giving program resulting in a payroll deduction process
for all , employees of the Calgary Board of Education to simplify donations to the
• resulting in awareness of and donations to our various philanthropic projects and funds.
Ê
Financial Blueprints, Calgary, AB to December
Senior Consultant
• Built fee only financial planning company from the bottom up for parent
company Peer Financial Ltd resulting in new added value service for current and
new clients, and a new source of revenue for company.
ÊStandard Life Assurance Company, Calgary, AB to
Regional Manager, Prairies Region/ Client Communication and Education Services
• Oversee management of business unit for the region Alberta, Saskatchewan and
Manitoba, assessed corporate needs, planned for future unit growth, provided critical and
ongoing input to overall business strategic direction as a member of the national
management team.
• Evaluated staffing requirements, logistics, scheduling and materials needs for client
contract projects in Western Canada resulting in projects coming in on time and at or
below budget.
• Designed and facilitated comprehensive education programs for Group Retirement plan
members resulting in increased understanding of the plan, enrollment and assets in the
group plan.
• Develop and participate in finalist sales presentations for large accounts resulting
in new client accounts and increased revenues for our unit.
• Conceived teambuilding opportunities between education unit and sales and
administration departments resulting in a highly functional, mutually supportive,
productive and profitable team.
• Act as Retention Specialist by initiating outbound contact to retiring plan
members to guide them through their pension options and the advantages of
staying with Standard Life’s products.
• Initiated and facilitated the creation and development of unique process for Group RRIF
Sandra G M. Resume
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Sandra G M. Resume
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and LIF products resulting in asset retention target for the year to be exceeded by three
point three million dollars.
ÊFinancial Health Management & Murray Axmith Western Inc, Calgary, AB to
Senior Financial Planning Consultant
• Part of a team providing severance and pension conversion seminars and individual
counseling to over employees of corporate clients resulting in smooth largescale
merger, downsizing and benefits plan conversion completed ontime and with reduced
employee anxiety
T.E. Financial Consultants, Senior Consultant
Calgary, AB Jan Jan
• Provided comprehensive financial planning services to corporate executives
resulting in increased focus for executives on corporate responsibilities &
positive impact on my employer’s bottom line.
Technology Skills:
• MS Office Excel, Word, PowerPoint, Access
• QuickBooks PremierÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊ CCH
TaxPrep
• NaviPlan ExtendedÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊ CCH
FP Solutions
• The Raiser’s EdgeÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊ
PALTrak Mutual Fund Analysis software
• BusinessPlan MakerÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊ
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