RBC InsuranceLife, Health and Wealth Advisor
Oct. 201788 Queens Quay West, Unit 206• Educated clients on insurance and investment solutions, with sales results ranking consistently among the Top weekly performers, and twice on the Top 10 advisors in the region. • Developed a book of clients by delivering 100+ financial literacy seminars, with a conversion rate ranging between 30-40%, and crowd between 10-100 people. • Increased investment portfolio by over 300% over the last 1.5 years. Monitored 2M in assets.