Lee-Ann Page

Acting Vice Persident, Member Experience and Director of Advisory Services and People @Sunshine Coast Financial

North York, ON, CA
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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Lee-Ann Page — Acting Vice Persident, Member Experience and Director of Advisory Services and People at Sunshine Coast Financial in North York, ON, CA | Unifers