Responsible for acting as a liaison between 1832 Asset Management (investment management team) and Scotia Private Client Group (private investment counsel) by developing, planning and executing a communication strategy regarding investment philosophy, investment strategy, portfolio rationale and wealth strategies (private banking, insurance, estate & trust). Knowledgeable in product development, management and analytics, performance reporting, portfolio management and investment oversight, and trade execution.

Responsible for managing investment relationships and funds for high net worth and institutional clients. Assisted with the development of investment objectives and guidelines for clients. Responsible for implementing investment allocation decisions for client portfolios, monitoring and reporting results through a centralized portfolio management program.

Responsible for executing equity, fixed income and mutual fund orders through a self-directed platform. Other accountabilites included national new issue sales, execution of company stock options, management of large institutional equity orders and preparation of revenue reports.

Responsible for assisting internal and external clients with information relating to registered and non-registered accounts by providing stock qoutes and reconciling account issues.