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Investment Consultant at Willis Towers Watson, adept at crafting tailored investment strategies and enhancing asset allocation for diverse clients. Proven track record in delivering impactful presentations and driving business development, while excelling in performance analysis and project management. Led professional excellence effort for Willis Towers Watson's North American investment consulting practice. Maintained long-term client relationships through effective communication.

I am an economist with over 10 years of solid experience in the financial sector, including 5 years as an investment advisor. My primary objective is to assist individuals and companies in making better financial decisions to ensure a peaceful and secure life. My extensive experience in customer service, financial planning, controllership, and problem-solving equips me with the skills necessary for the role of Industrial Controller.

Accomplished Financial Advisor & Investment Consultant at TD Canada Trust with a passion for Investment and Capital Market Risk Analysis. Strong track record of effectively demonstrating leadership and initiative, with specific experience in:

  Confidently recommending suitable services and products that help clients save money and leverage their assets, through investments, real estate secured lending, and unsecured credit
  Analyzing and interpreting investment portfolios to develop investment strategies
  Managing a small book of high-valued clients to maintain long-term effective business relationship
  Consistently exceeding Financial Sales and Customer Service metrics by 200%
  Effectively offering financial advice to clients to help them make informed decisions while discussing their current finances, future plans, and investments
  Enforcing corporate policy compliance and completing due-diligence analysis while applying risk management principles
  Researching, compiling, analyzing, and interpreting data using advanced MS Excel functions and other Microsoft Office programs
  Ability to work independently, supervise, and collaboratively as part of a team
  Detail-oriented, highly-motivated, self-starter, ability to learn quickly, attention to detail, strong analytical, and organizational skills
  Communicating effectively both verbally and in writing using scientific and financial terminology


Driven and analytical individual with natural aptitude for financial markets and investment strategies. Possesses deep understanding of market trends and economic principles, coupled with proficiency in financial modeling and data analysis. Committed to leveraging skills to provide impactful investment guidance and achieve client financial goals.

Kaitlyn Handy

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Investment Consultant

Financial Consultant Academy

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Bachelor's of Arts & Sciences -

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Investment Consultant

Financial Consultant Academy

Bachelor's of Arts & Sciences -

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