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Work Background
Edward JonesFinancial Advisor
May. 2024Pembroke, Ontario, CanadaMy Mission is to empower my clients to make informed financial decisions and achieve their long-term goals through personalized, wealth strategic solutions. We are committed to delivering exceptional service and integrity in all that we do.
Co-operators Financial Investment Services IncMutual Fund Investment Specialist
Jan. 2021 - Jan. 2022Mutual Funds offered through Co-operators Financial Investment Services Inc.
Co-operatorsAssociate Financial Advisor, Rob Webster Insurance Inc
Oct. 2012 - Aug. 2024Rob Webster Insurance Inc,As an Associate Financial Advisor I play a key role in the support and development of the agency operation primarily through sales and service. This role utilizes a broad knowledge of The Co-operators insurance products and services including specialty lines (farm and commercial). A large part of my job is helping people protect what they have worked hard to build- that includes life, disability and wealth planning. Insurance products offered through Co-operators General Insurance Company and Co-operators Life Insurance Company.
Pembroke Regional HospitalMedical Records Clerk
Jul. 2011 - Oct. 2012• Handled and directed the incoming calls to the hospital on switchboard • Dispersed incoming and outgoing mail to correct recipients throughout the Hospital. • Registered patients and assisted nurse and physician requests and requisitions • Coordinated admission processes and prepared medical records and agreement packets. • Maintained and organized patient records and Doctor dictations • Updated patient accounts and information on a daily basis. • Handled and processed confidential patient information.
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