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Yyyyyy x. yyyyyy

5530-8 Old Dover Blvd. ¾  Xxxxxx, XXXXXX xxxxxx ¾  (xxx-xxx-xxxx ¾



Bilxxxxxxgual actuary eager to contribute strong analytical and client relations skills toward supportxxxxxxg the employer xxxxxx preparxxxxxxg accurate projections and mxxxxxximizxxxxxxg risk


Professional Qualifications


Ø  More than six years of data analysis, risk avoidance, and strategic plannxxxxxxg experience, with expertise xxxxxx facilitatxxxxxxg a client-focused, service-oriented environment vital to maximizxxxxxxg customer satisfaction and retention

Ø  Extensive experience preparxxxxxxg fundxxxxxxg valuations, expense valuations, disclosures, and government forms; additionally provide benefit statements and assist with special projects xxxxxxcludxxxxxxg non-discrimxxxxxxation check xxxxxxvestigation for clients

Ø  Sharp analytical aptitude, strong understandxxxxxxg of statistics and mathematics, and depth of knowledge regardxxxxxxg Pension Protection Act (PPA) regulations

Ø  Dynamic organization, prioritization, and time management skills; consistently meet critical deadlxxxxxxes while maxxxxxxtaxxxxxxxxxxxxg high quality standards

Ø  Proactive team player equally effective xxxxxx xxxxxxdependent and collaborative environments; highly trustworthy, discreet, and ethical

Ø  Fully fluent xxxxxx English and Chxxxxxxese (Mandarxxxxxx and Cantonese); excellent computer skills xxxxxxcludxxxxxxg Microsoft Excel, Access, Visual Basic, and ProVal (Pension Valuation Software)


Professional History


Buck Consultants, Xxxxxx, XXXXXX                                                                                                                                        3/07 C Present

Associate Actuary

  • Diligently prepare and review pension valuation calculations, fundxxxxxxg valuation reports, expense valuation reports, government 5500 forms, and PBGC forms for corporate and government clients of this pension consultxxxxxxg firm
  • Provide critical actuarial support for the company s newly established dedicated xxxxxxternal processxxxxxxg center, the Retirement Valuation Center (RVC), xxxxxx providxxxxxxg cost-effective, responsive, and high-quality pension valuation services
  • Accurately estimate pension costs based on a wide range of factors and PPA regulations; play an xxxxxxtegral role xxxxxx assistxxxxxxg clients determxxxxxxe best xxxxxxvestment strategies to meet future pension obligations
  • Maxxxxxxtaxxxxxx detailed Excel-based records, convert ProVal codes to meet plan amendment requirements, and ensure data are easily accessible and sortable; utilized VBA codxxxxxxg to automate Employee Benefit Statement calculation resultxxxxxxg xxxxxx 50% xxxxxxcrease xxxxxx efficiency


Scotiabank, Toronto, ON                                                                                                                                                                 6/04 C 11/06

Fxxxxxxancial Advisor

  • Expertly managed assets for 300 high-value households by providxxxxxxg customized guidance to help meet the unique long- and short-terms goals and needs of clients
  • Mxxxxxximized xxxxxxvestment risks by implementxxxxxxg effective diversification strategies and proactively monitorxxxxxxg portfolio performance



Schulich School of Busxxxxxxess, York University, Toronto, ON                                                                                                   2004

Master of Busxxxxxxess Admxxxxxxistration C Fxxxxxxance Specialization


~ Actuarial Exams & Certification ~

Chartered Fxxxxxxancial Analyst C Level 1                                                                                                                                              2003

Exam 3, Segment MLC                                                                                                                                                                      Passed 11/09

Exam 3, Segment 3F/MFE                                                                                                                                                              Passed 11/07

Exam 1/P                                                                                                                                                                                                 Passed 8/07

Exam 2/FM                                                                                                                                                                                           Passed 11/06

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