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Work Background
Blue Ripple GroupGrowth Marketing Advisor
May. 2024Mississauga, Ontario, CanadaCanadian Financial professionals who want to grow their business have two primary needs: Increasing clients and getting referrals. Blue Ripple Group specializes in helping financial advisors grow their community of leads and prospects.
The Successful Investor Inc.Account Executive
Jan. 2023 - Jun. 2023Toronto, Ontario, Canada
TDInvestment Specialist
Sep. 2018 - Feb. 2021Toronto, Canada AreaLet’s find a financial solution together.
Mobile Investment Consultant at CIBC Wealth ManagementInvestment Consultant
Oct. 2017 - Sep. 2018
RBC Royal BankInvestment Specialist
Feb. 2016 - Feb. 2017Toronto, Canada AreaAs an Investment Specialist within The Investment and Retirement Planner Group, I help my clients achieve their financial goals. We do this together with a proven excercise called Your Future by Design.
First Trust Portfolios CanadaVice President Sales
Jan. 2013 - Nov. 2014TorontoHeadquarted just outside of Chicago, First Trust designs propietary ETF portfolios with disciplined methodologies. Portfolio holdings within their suite of ETFs are known, easy to follow and generally have low turnover.
Lakeview Asset Management (CI Funds)Vice President, Sales
May. 2007 - Oct. 2012TorontoEffectively communicate Lakeview Asset Management's value proposition within the brokerage and Financial Planning community. Consistently find, attract and retain clients through meetings and cost effective events. Lakeview Asset Management is a new division of CI Funds which is the third largest mutual fund company on Canada. Managed by David Burrows, Chief Investment Strategist and Portfolio Manager and Greg Guichon, Portfolio Manager, Lakeview currently has over 670 million AUM as of August 2011. The Disciplined Leadership Approach allows Lakeview to identify market leadership, recognize change early and also gives our Canadian Equity, US Equity and High Income Funds the flexibility to hold cash.
VentureLink FundsVice President, Sales
Nov. 2005 - Apr. 2007TorontoSell the value proposition of VentureLink Funds to Brokers and Financial Planners in my sales territory. Reintroduce VentureLink as a viable labour-sponsored fund and effectively differentiate VentureLink within the labour sponsored asset class.
ROI FundVice President, Sales
Nov. 2004 - Nov. 2005TorontoPrepared a business plan articulating my sales strategy for the 2005-2006 sales season with a focus on turning prospects into new clients. Delivered compelling presentations to Advisors and Branch Managers on the fund and closed the business.
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