Billy Hussein

Licensed Assistant @Create Wealth Management

Ottawa, ON, CA

Providing essential support to both Financial Advisors and clients, ensuring a seamless and personalized experience. From administering the company\'s social media presence and search engine optimization, to managing account administration, I help keep the practice running smoothly while maintaining compliance with industry regulations.I serve as a key point of contact for clients, assisting with inquiries, scheduling meetings, and guiding them through onboarding and account-related processes. By leveraging CRM tools and financial software, I help track client interactions, follow up on action items, and keep everything organized.Beyond day-to-day operations, I am continuously working to stay informed on industry trends and financial products to allow me to provide valuable insights for both myself and my team.Mutual funds, exempt market products and exchange traded funds are offered through Investia Financial Services Inc.

Carleton University

Bachelor of Commerce, Honours, Concentration in Marketing, Minor in Law