Lee-Ann Page
Acting Vice Persident, Member Experience and Director of Advisory Services and People @Sunshine Coast Financial
North York, ON, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2019 — Present
Acting Vice Persident, Member Experience and Director of Advisory Services and People @Sunshine Coast Financial
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EDUCATION
N/A
Royal Roads University
Master of Arts - MA
N/A
Financial Planning Standards Council
Certified Financial Planner
2017 — 2018
Royal Roads University
Graduate Certificate in Values Based Leadership
N/A
Battett Values Centre
Certified Practitioner Cultural Transformation Tools
2016 — 2017
Royal Roads University
Graduate Certificate in Executive Coaching
N/A
Vancouver Community College
Leadership Coaching Certificate
N/A
The Canadian Institute of Financial Planners
Registered Retirement Consultant
SKILLS
Executive CoachingRelationship ManagementRetail BankingResidential MortgagesMutual FundsInvestmentsPerformance ManagementLeadership Coaching CertificateStrategic PlanningTeam LeadershipBusiness Relationship ManagementStrategic Financial PlanningCustomer ExperienceWealth ManagementLeadershipInvestment StrategiesChange ManagementSuccession PlanningOnboardingRegistered Retirement ConsultantCoachingWealthEmployee EngagementPortfolio ManagementFinancial PlanningMortgage LendingStrategy ImplementationCertified Financial PlannerStrategic InitiativesRisk ManagementWealth AccumulationBankingRetirement PlanningCredit
ABOUT LEE-ANN PAGE
Director, Business Banking
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