Celine M.
About Celine M.
Celine M. is a Client Specialist in Portfolio Management at Wealthsimple with a background in finance and over 8 years of experience in the hospitality industry.
Title
Celine M. is currently a Client Specialist in Portfolio Management at Wealthsimple, a position she has held since 2022.
Previous Roles at Wealthsimple
Before her current role, Celine M. worked as a Client Experience Associate at Wealthsimple from 2021 to 2022 for 9 months. This position allowed her to gain valuable experience in customer relations and the financial industry.
Work Experience in Pension Services
In 2021, Celine M. worked at OMERS in Pension Services - Member Services for 6 months in Toronto, Ontario, Canada. This role focused on assisting members with their pension-related inquiries and needs.
Hospitality Industry Experience
Celine M. has over 8 years of experience in the hospitality industry. She is currently serving as Server and Bartender at The McEwan Group's ONE restaurant since 2019. She previously worked at Chase Hospitality Group's Planta Queen from 2019 to 2020, and at Nota Bene Restaurant from 2016 to 2019 in Toronto. Her hospitality career started as a Manager at McDonald's in Hamilton, Ontario, where she worked from 2013 to 2015.
Education in Finance
Celine M. studied at George Brown College, where she earned an Advanced Diploma in Business Administration with a focus on Finance and Financial Management Services. She completed her studies from 2018 to 2021, which equipped her with a strong foundation in financial principles and management.
Passion for Finance
Celine M.'s passion for finance developed during her adolescence due to her love of math. She is committed to helping equity-seeking groups achieve their financial goals by leveraging her customer-focused skills and finance education.
Hobbies and Interests
In her free time, Celine M. enjoys a variety of activities including traveling, diving, reading, cooking, and spending time with her family. She also values innovative problem-solving and enjoys working as part of a team.