Tanya Peterson
About Tanya Peterson
Tanya Peterson is an experienced Executive Assistant currently working in the Claims department at Intact since 2012. She has a background in investment operations and administration, having held positions at CAAT Pension Plan and AGF Investments Inc.
Work at Intact Financial Corporation
Tanya Peterson has been employed at Intact Financial Corporation since 2012, serving as an Executive Assistant in the Claims department. In this role, she has been responsible for organizing internal and external meetings, coordinating conference calls, and ensuring that all necessary technology and hospitality services are arranged. Additionally, she prepares and maintains the annual budget for the Vice President's cost centres and reconciles monthly employment reports. Her role also includes coordinating travel plans for the Vice President and Directors.
Previous Experience in Investment Operations
Before her tenure at Intact, Tanya Peterson worked at AGF Investments Inc. from 2006 to 2012. She served as Executive Assistant to the Chief Investment Officer for four years before transitioning to the role of Manager, Investment Operations for two years. Prior to AGF, she worked at CAAT Pension Plan as an Executive Assistant in Investments from 2004 to 2006. These positions provided her with extensive experience in the financial services sector.
Education and Expertise
Tanya Peterson has a diverse educational background in business and finance. She studied at Bulawayo Polytechnic, where she earned a Diploma in Business Administration and Management from 1985 to 1986. She furthered her education at the Canadian Securities Institute, completing the Canadian Securities Course in 2008, which focused on investments and securities. Additionally, she studied at Pitman Training Group, achieving an Advanced Bookkeeping and Accounts qualification from 1987 to 1988.
Skills and Responsibilities
In her current role, Tanya Peterson has developed an efficient filing system for her team, ensuring that files and documents are current and easily accessible. She is responsible for preparing and maintaining the annual budget for the Vice President's cost centres and reconciling monthly actual versus forecast employment reports. Her organizational skills extend to coordinating travel arrangements, including flights, cars, and hotels for senior executives.