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Work Background
Soccer ShotsOwner/Executive Director
May. 2021Waterloo, Ontario, CanadaSoccer Shots is an engaging children’s soccer program with a focus on character development. Our caring team positively impacts children’s lives on and off the field through best-in-class coaching, communication and curriculum. Our coaches are the best-trained in the business. Our expert-approved curriculum is age-appropriate and aligns with childhood education standards. In addition we provide an exceptional customer experience and ongoing communication with parents.
INTEGRIS Pension Management Corp.SVP, Business Development
Feb. 2017 - May. 2021Toronto, Canada Area
Reynolds & AssociatesPresident
Jan. 2001 - Feb. 2017MississaugaAt Reynolds & Associates we provide unbiased personalized financial advice to help identify and address our clients investment goals - quite simply, our clients needs come first. Our clients are busy, hard working professionals and business owners. We work closely with our clients with an emphasis on building strong long term relationships.
Legacy Investment Management IncVP & Branch Manager
Jan. 1999 - Jan. 2001Joined Legacy Investments to advise and consult in the implementation of an overall
corporate strategic business plan and develop a unique foundation for attracting and
recruiting top advisors and new branches
Assisted President in plans to grow the company by recruiting advisors/branches, proposed
structure of corporate stock sharing plan, refined and documented a customized version of
the “Advanced Business Development Program” for Legacy advisors
Provided leadership and supervision and conducted “Efficient Practice Management”
training seminars and workshops
GP Capital ManagementBranch Manager/Senior Advisor
Jan. 1996 - Jan. 1999Responsible for organizing and running the first branch office of new mutual fund dealer
Supervised a team of individuals including; administrative staff, marketing staff and
junior advisors
Trained and mentored junior advisors on business development and practice management
techniques
Developed and assisted in the design of corporate web site, brochures, newsletter and
other marketing programs
Balanced Planning GroupPersonal Financial Planner/Advisor
Jan. 1994 - Jan. 1996to grow Book of Client Assets while running an independent office location
Expanded corporate educational financial planning seminar program to include executives
and business owners
Money ConceptsAssistant to the President
Jan. 1992 - Jan. 1994As “Financial Advisor in Training”, assisted in marketing activities to promote financial
planning services including organizing public educational seminars, booking appointments,
designing invitations and organizing client appreciation events
Responsible for initiating, designing, and coordinating, educational newsletter for
clients
Developed and organized a corporate educational financial planning seminar program
Providing financial planning advice and services for individual clients
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