Graduate Success is our Success! - University of Ontario Institute of ...

Amanda Paul, 2007 Bachelor of Commerce graduateAmanda Paul, a graduate of the Bachelor of Commerce program in 2007 has been accepted into theBachelor of Education program at York University.Elena Barone, 2008 Bachelor of Commerce graduateWhen Elena was in the final months of her fourth year, she posted her resume online. She wasrecruited by the Oshawa-Whitby branch of Investors Group when they found her resume. Elena’sdivision director was very pleased with the fact that she was in a Commerce program. Over thepast two years, Elena has consistently drawn on the skills and knowledge she learned in her fouryears at UOIT. Elena has found the leadership courses were of particular use as they taught herhow to adapt to meet the needs of her individual clients. The marketing courses were also of greathelp as they taught Elena how to get into the head of her clients, build a successful clientrelationship and relate to them on both a professional and personal level.Elena is entering her third year at Investors Group. As a consultant, it is her responsibility tomanage the financial health of her clients. To do this, she must provide her clients with comprehensive financial plansthat include multiple aspects, such as debt reduction strategies, mortgage planning, investment planning, insuranceplanning and tax/estate planning. Currently, Elena has over 150 clients with the expectation that she will have over 200by the end of this year. Elena has been nationally recognized by her company for her ability to build a successfulpractice through client referrals. She has been featured in a national podcast by her company where she wasinterviewed for her success and asked to give advice for new consultants entering the business. Elena has recentlycompleted a Field Trainer Program which allows her to train new consultants, and she may soon be considering enteringa management role as a division director.Elena says, “My schooling at UOIT gave me the tools to successfully pursue my dream career. I am blessed to be in acareer that allows me to build my own business. There is no ceiling in my business from a success and income point ofview. The sky is the limit! It is very rewarding to know that I can help my clients achieve their own dreams by providingthem with a roadmap to a bulletproof financial future.”