Isis Jimenez

Small Business Consultant @Halton Region

Burlington, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Sep 2023 — Present

Small Business Consultant @Halton Region

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EDUCATION

2006 — 2006

Canadian Securites Institute

Certificate, Conduct and Practices Handbook

N/A

Canadian Securities Course

Wealth Management Essentials

2010 — 2013

Financial Planning Standards Council

Financial Planning and Services

2012 — 2012

Independent Mortgage Brokers Associtation of Ontario

Mortgage Agent Course, Mortgage Finance

2006 — 2007

Canadian Securities Institute

Canadian Securities Course

SKILLS

CreditInvestmentsRetirementStrategic Financial PlanningInvestment AdvisoryMortgage LendingRetirement PlanningMortgage MarketingCommercial MortgagesFinanceRefinanceDebt ConsolidationResidential MortgagesFinancial AdvisoryLoansMutual FundsWealth ManagementInvestment Strategies

ABOUT ISIS JIMENEZ

Isis Jimenez is a business Consultant with over 20 years of experience in the financial services industry. She has held progressive roles within major financial institutions, building a strong foundation in financial advisory, risk management, and client relationship management, including overseeing portfolios with millions in client assets.In her current role within the public sector, Isis specializes in supporting entrepreneurs and small businesses through every stage of their journey. She provides strategic guidance on business development, access to funding programs, and market expansion opportunities, with a particular focus on helping businesses navigate government resources and grow sustainably.Isis is a Canadian Securities Institute alumna, bringing a well-rounded perspective that bridges private sector expertise with public sector impact. She is passionate about empowering business owners through education, equipping them with the knowledge and tools needed to make informed decisions and build long-term success.Raised by a single mother of five, Isis developed a deep appreciation for resilience, financial independence, and the importance of creating and protecting intergenerational wealth, values that continue to shape her work and commitment to the community.She remains actively engaged in professional development and community initiatives, and is dedicated to helping individuals and businesses unlock their full potential.

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