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Work Background
The Investment Funds Institute of Canada -Financial Services Education (IFSE)Director
Feb. 2021 - May. 2024Toronto, Ontario, Canada
Camosun CollegeDirector of Continuing Edication
Jan. 2018 - Oct. 2019Victoria British ColumbiaOversaw and led the initial phase to centralize the faculty of Continuing Education and Contract Training moving to a revenue based model - achievements Digitized CRM, e-commerce and marketing: saved $60k annually for printing costs mailing, reduced cost of workflow and operational process: adapted indigenous delivery models of customized government and private industry leadership workshops and seminars. Consolidated, data and college trending data, simplified and integrated department budgets; completed technology launch of new LMS project milestones: budget; elevated website to professional marketing standards and e-commerce capability: scoped and presented the second phase activities and budget. Returned to Ontario October 2019.
Faculty of Education - Western UniversityUniversity of Western Ontario
Sep. 2015Toronto, Ontario, CanadaGraduate Studies Education Leadership (2025) Corporate education professional qualifications
KPMGLearning & Development
Oct. 2010 - Sep. 2011Toronto, Ontario, CanadaResponsible for learning strateg for the Canadian: National Shared Services segment and evolved learning pathways, AODA policy, designed and implemented a new CE alumni portal to build business opportunity, and deliver CE eligible speaker forum and network of KPMG alumni.
Canadian Securities InstituteDirector of Curriculum
Dec. 2005 - Aug. 2010Toronto, Canada AreaDirector for Academic Standards & Curriculum Responsible for course and qualifying examinations for an individual entering and practicing financial advice professionals in Canada, financial planning and advisory provider licensing and regulatory education for financial planners, mutual fund advisors and personal banking employees; launch of customized professional licensing education for International organizations. • team developed and launched the new PFP Personal Financial Planner credential: following ISO 17024 standards; and ANSI guidelines for professional practice approved by the Financial Planner Standards Council.
• Adapted mutual funds and investment licensing curriculum as requested by organizations for custom tearing programs • Developed advisor personas for the UDL approach to educating small business and commercial credit advisors for major Canadian banks • Responsible for curriculum and examination development that meet international standards for licensing and qualifying over ten thousand entry to practice mutual fund advisors. with approved from the Mutual Fund Dealers Association.
• Convened several advisory committees and professional representatives, networking and volunteering with industry associations and subject matter experts for competency profiles and validate curriculum and exam
• Developed curriculum blueprints, established proficiency standards and constructed measures to ensure a learning transfer and competence of employee on the job performance
ICICI BankLearning & Development
Nov. 2004 - Oct. 2005Toronto, Canada AreaCustomer Service, Learning & Development.
Responsible for all learning and programs for the launch of Canadian banking operations. ICICI is the largest private sector bank in India, and new schedule B bank in Canada.
TD SecuritiesSenior Manager TD Waterhouse
Jun. 1990 - Aug. 2004Toronto, Canada AreaSenior Manager TD Waterhouse Investment Advice • Developed the national referral policy, transactions and processes following business protocols to better serve investment clients Improved knowledge exchange and client flow between advice channels - AUM grew from 750M to over $2.3Billion • implemented simulation and securities training education center for Ontario South Division; 7 full-time staff- 40 instructors, budget $3MM
• Led three branch operations as Branch Manager overseeing $150MM to $350MM in asset size and responsible for security, operations, staff development, regulatory requirements and client needs
• Joined TD Bank Bank Leadership program from the University
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