Suzanne Reid-Skidmore

Senior Associate @Scotia Wealth Management

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

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WORK HISTORY

May 2024 — Present

Senior Associate @Scotia Wealth Management

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Toronto, ON, CA

EDUCATION

1991 — 1995

McMaster University

Sociology & Psychology

N/A

Canadian Securities Institute

Effective Management Seminar Completed 2004

N/A

Financial Services Commission of Ontario

Licensed Life Insurance Representative Since 2006- Level I\Accident & Sickness (2003) Level II(2005)

1995 — 1996

McMaster University

Gerontology

N/A

Canadian Securities Institute

Canadian Securities Course Completed 2001

N/A

Canadian Securities Institute

Conduct and Practices Handbook Completed 2002

N/A

Canadian Securities Institute

Wealth Management Essentials (updated Professional Financial Planning course) Completed 2010

SKILLS

Time ManagementRetirementStrategic Financial PlanningSecuritiesEstate PlanningInvestment StrategiesEtfsEquitiesFinancial AdvisoryPortfolio ManagementWealth Management ServicesWealth ManagementInvestment AdvisoryInvestmentsRetirement Planning

ABOUT SUZANNE REID-SKIDMORE

IIROC Licensed Registered Representative and (CAIFA) Insurance Representative. Skilled in Business Development, Securities, Retirement Planning, Investment Advisory, Estate Planning, and Wealth Management. A strong sales professional with previous experience as a Healthcare Account Executive with a demonstrated history of working in the hospital & health care industry. With over 20 years of wealth management industry experience to bring to our clients. I am dedicated to providing a total wealth management experience for our valued clients. In addition to business development and marketing initiatives, I oversees the overall day-to-day operations of the team.I hold two Honours Bachelor of Arts degrees from McMaster University; Gerontology and Sociology (with a minor in Psychology). I am a licensed as a Registered Representative (IIROC) and Insurance Representative (CAIFA). Residing in the Greater Toronto Area. Proficient in French and Spanish. For recreation, I enjoy travelling, skiing, reading and spending time at the cottage.

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Suzanne Reid-Skidmore — Senior Associate at Scotia Wealth Management in Mississauga, ON, CA | Unifers