Beata Sejane

Beata Sejane is an experienced professional with a diverse range of educational and professional backgrounds. She has completed CGA Level IV, the Canadian Securities Course, and the Exempt Market Proficiency Course. Additionally, she has extensive experience in accounting and finance, having engaged in the full range of accounting activities and financial reporting for Corporations, LPs, and JVs.

As an Administrative Analyst at QVest T.I.P. Wealth Manager Inc., Beata is responsible for liaising with high net worth investors and preparing investment documentation while also addressing regulatory issues. Furthermore, she possesses expert-level written and verbal communication skills and a proficiency in a variety of software programs, including Quickbooks, Hyperion, JD Edwards EnterpriseOne, CTI, Crystal Reports, SharePoint, and the MS Office Suite.

Beata's education encompasses a diverse array of areas of study. She received a Bachelor of Commerce in Finance & Audit from Banku Augstskola, an MA in Music, Piano from Jazepa Vitola Latvijas Muzikas Akademija, and studied Accounting and Finance at CGA Ontario. She also studied the Dealer Representative of Exempt Market Products and the Canadian Securities Course at IFSE Institute and the Canadian Securities Institute, respectively.

Throughout her career, Beata held various roles that showcase her exceptional ability to adapt and take on new challenges. She served as an Accounts Receivable Administrator and Supervisor in companies like Morneau Shepell and Dundee Realty Management Corporation, respectively. Moreover, she carried roles of Executive Assistant to several Managing Directors in reputable financial institutions like National Bank Financial and CIBC World Markets Inc.