Objective

A successful financial professional with significant experience in Canada, Winnie Tsige currently works as a financial planner with BMO Bank of Montreal. In this capacity, she works to develop and maintain client relationships by ensuring close communication and regular contact throughout all stages of the financial planning process. Winnie Tsige designs and executes Annual Portfolio Plans, which schedule proactive contact with clients and allow for at least one meaningful advisory session per year.Before creating an Annual Portfolio Plan for clients, Winnie Tsige assesses their current financial situation and seeks to understand their needs and financial objectives. She helps clients gain an understanding of what they need to do to reach their goals and recommends several different investment solutions. In addition to ensuring her existing clients are satisfied and building on this clientele through referrals, Ms. Tsige develops business using networks, seminars, centers of influence, and community events.

Education

Professional Financial Planning

CSI Global Education

Jan 2002 - Jan 2004

Experience

Bank of Montreal

Financial Planner

Jan 2000 - Present

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