Act as a primary investment advisor and coordinate with other advisors and core clients to convey information about management of total wealth.Determine opportnities to develop client relationships.Identifying, handling and maintaining key clients.Achieves complete information about client's investment goals and objectives and according to that prepare a diversified investment plan using recommended products and developed plan.Provide advice to clients with complex investment relationships on portfolio construction and asset allocation for tactical and strategic decisions.Generate constructional relationships with Portfolio Managers, Trust Advisors, Private Bankers and Financial Planners to develop client relationship with the firm.Extensive work completed, raising capital for junior mining companies currently listed on the Venture.

Managed client accounts from portfolio evaluations, stock selections and provided investment advice.Worked directly with the senior director of the firm on multimillion dollar financings in the junior resource sector.Worked with lawyers and corporations and participated in the closing of financings.Serviced multiple Investment Advisors.General admininstration duties. (ie. creation of P&L,Comm runs, inventory sheets etc.)Preperation of Power Point Presentations for use in finance meetings.