At Acuity Advisors LLP, I established and operationalized a wealth-planning service within an established CPA firm. I designed standardized intake and onboarding workflows that reduced a typical three-meeting process to one.
I also built digital service workflows using Microsoft Forms, e-signature tools, CRM and ticketing systems, and standardized templates. I developed reporting and dashboard concepts to improve visibility into workflow, pipeline, and operational performance.
At IG Wealth Management, I managed relationships for approximately 137 client households and performed financial analysis across investments, retirement, cash flow, tax, insurance, and estate planning. Earlier, at Fluor Canada – Kitimat LNG and Suncor Energy – Voyageur Upgrader, I coordinated project information workflows and maintained document integrity and revision control.
