Jose Bernardino Ruiz

Independent Insurance Broker @Greatway Financial Inc.

Toronto, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Aug 2019 — Present

Independent Insurance Broker @Greatway Financial Inc.

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Mississauga, ON, CA

Insurance products & services, which provides protection. when life is short and when life is long (retirement)

EDUCATION

N/A

University of Saint La Salle

Bachelor of Commerce (B.Com.), Accounting

2001

People Soft University

Payables - Release 8

1976 — 1976

Philippine School of Business Administration

(6) mos. CPA Review

1996

Toastmasters International

Public speaking

2008 — 2010

The Accounts Payable Network

Accredited Payables Specialist, Accounts Payable

1985

Institute of Advanced Computer Technology

Career-Entry Programming (Structured BASIC)

2015 — 2016

Algonquin Careers Academy

Diploma - With Honours, Accounting and Payroll Administrator

1985 — 1986

Institute of Advanced Computer Technology

Computer systems analysis, controls and auditing

2007 — 2009

Ryerson University

International Accounting & Finance Professionals (IAFP) - Continuing Education, Chang School of Business

1996

H & R Block

Tax Preparation

SKILLS

Microsoft WordQuickbooksAccounts PayableCustomer ServiceAccountingPurchase OrdersJonas SoftwareMicrosoft ExcelPersonal Income Tax ReturnsMicrosoft OfficeBudget Forecasting, Monitoring & ReconciliationAccount ReconciliationCorporate BudgetingInvoicingPayroll ProcessingBilling ProcessAccounts ReceivableDaily Deposits & BankingJob/Expense AllocationInvoice ProcessingMatching Cheques Against Processed InvoicesExternal Audit

ABOUT JOSE BERNARDINO RUIZ

Educate individuals/families on how money works. financial protection, savings and retirement planning (with minimum tax and maximizing CPP and OAS benefits). The goal is to have a worry-free and financially secure future - for you and your family. You may have already some insurance and savings in place, but can you rely on them, to deliver what you expect. when unforeseen events happen or when you are due, for retirement? An \"insured retirement plan\" will supplement and enhance whatever preparation you may have right now, thereby securing your family\'s financial future.Contact me, for information about \"insured retirement plan \"- without any obligation on your part, whatsoever!

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Jose Bernardino Ruiz — Independent Insurance Broker at Greatway Financial Inc. in Toronto, CA | Unifers