- Educated Investment Advisors and their clients on all financial products including mutual funds, ETF’s, segregated funds, closed end funds, hedge funds, liquid alternatives, structured products, high net worth platforms, tax efficient products and strategies as well as information on the capital markets and current Industry regulations though individual meetings, events, workshops and presentations.- Built and managed relationships with Financial Advisors, Branch mangers and Dealer representatives in the MFDA, MGA and IIROC channels to help increase CI market share and grow their practices. - For 20 years managed a territory over with over 1.5 billion in AUM focused primarily on the IIROC channel downtown Toronto- Manage all aspects of territory business planning, budgeting and expenses to optimize business success- Lead and manage a team of three, focused on being top performers, while positively contributing to their personal and professional development- Constantly sharing best practices, marketing strategies and business development ideas with colleagues and team members

Business Development and Sales

• Played over 600 games• 1989- Won a Silver medal in the Ice Hockey World Championshipsrepresenting Canada• Selected 8th overall in the 1983 NHL Entry Draft by the WinnipegJets• 1983-1989 - Winnipeg Jets• 1989-1990 - Pittsburgh Penguins• 1990-1992 - Vancouver Canucks• 1992-1994 - Ottawa Senators.