Ruby Lougheed Yawney
Strategic Consultant @Innova Wealth Partners
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WORK HISTORY
Strategic Consultant @Innova Wealth Partners
Sudbury, ON, CA
Mentoring junior advisors in business development strategies at Innova Wealth Partners.• Providing ancillary financial advice as a CPA, CA, CKA based on extensive experience in the field and past CFP credential holder for 25 years.• Providing ancillary investment research as retired credential holder of the FCSI and CIM
EDUCATION
CVDCS
Grade 12 High School Diploma
Sudbury Secondary School
Grade 13 Graduation Diploma
Wilfrid Laurier University
Bachelor of Business Administration - BBA
SKILLS
ABOUT RUBY LOUGHEED YAWNEY
Ruby is an experienced Financial & Strategic Consultant. She is passionate about mentoring, teaching and providing businesses and owners with excellent financial advice at critical stages of the business cycle. A multi-accredited financial professional with broad experiences including: public accounting, business operations, controller, entrepreneur, owner, practice management, financial planning, portfolio management, business development and investment banking. With a passion for ongoing learning and development, Ruby has obtained numerous respected industry credentials and designations (CFP, FCSI, CIM are a few she retired) over many years and has over 35 years of experience as a Financial Professional. Ruby has an excellent reputation based on integrity, results, independent thinking and mutual respect. Her experience includes a wide array of industries; financial planning, insurance, portfolio management, banking, energy, lumber and construction, manufacturing, industrial, commercial & retail supply, professional services firms, mining services, transportation, construction and trades. Focused on helping individuals and companies make smart decisions about their finances, and creating peace of mind regarding key financial decisions at critical times.
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