Suzanne Reid-Skidmore
Senior Associate @Scotia Wealth Management
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WORK HISTORY
Senior Associate @Scotia Wealth Management
Toronto, ON, CA
EDUCATION
McMaster University
Sociology & Psychology
Canadian Securities Institute
Effective Management Seminar Completed 2004
Financial Services Commission of Ontario
Licensed Life Insurance Representative Since 2006- Level I\Accident & Sickness (2003) Level II(2005)
McMaster University
Gerontology
Canadian Securities Institute
Canadian Securities Course Completed 2001
Canadian Securities Institute
Conduct and Practices Handbook Completed 2002
Canadian Securities Institute
Wealth Management Essentials (updated Professional Financial Planning course) Completed 2010
SKILLS
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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