Ayo Didier-Holstein

Client Service Representative at Educators Financial Group

Ayo Didier-Holstein is a seasoned professional with extensive experience in client service and financial advising. Currently serving as a Client Service Representative at Educators Financial Group since December 2018, Ayo has effectively developed workflow systems and collaborated with marketing and sales teams to significantly increase client acquisition. Skills include financial analysis, compliance, and training process design for new personnel. Previous roles include Financial Advisor and Administrator in operations, as well as experience as an Assistant to a Financial Planner at Desjardins Financial Security. Ayo holds a Bachelor of Science in Environmental Science-Biology from Memorial University and a Post Graduate Certificate in Clinical Research Management from Crown Medical Research and Pharmaceutical College of Canada. Additional training includes a course in Canadian Investment Funds.

Location

Toronto, Canada

Links


Org chart

No direct reports

Teams

This person is not in any teams


Offices


Educators Financial Group

If genuine understanding can only come from experience, then at Educators Financial Group, we’re proud to say we’ve been living and breathing the world of the education community since 1975 Owned by the Ontario Secondary School Teachers'​ Federation (OSSTF), Educators Financial Group administers more than $1 billion in assets for over 18,500 clients across all OTF (Ontario Teachers’ Federation) affiliates. We offer comprehensive financial planning and a wide selection of investing and lending products and services (including lower investment fees and mortgage rates, plus a range of educator-specific financial literacy resources) geared exclusively towards Ontario education members and their families. Whether you need expert advice on pension income maximization, planning your 4 over 5, summer cash flow challenges, how to minimize tax on gratuities, or any other educator-specific topic – we can answer your question and, more importantly, help you to achieve your financial goals. Brokerage license #12185 Follow us: Facebook: Educators Financial Group X: @EducatorsFG Instagram: @EducatorsFG Sign up for eNews, our electronic newsletter: EducatorsFinancialGroup.ca/eNews


Industries

Headquarters

Toronto, Canada

Employees

51-200

Links