Angelo Destefano Email & Phone Number

Toronto, Canada Area

- Providing counsel to Affluent families and business owners across Canada- Discretionary portfolio management- Emphasis on financial planning, tax planning and estate planning- Business Owner planning- My clients and I work together with Financial Planning Specialists, Will & Estate Consultants, Commercial lending experts, and Banking Advisors

Canada

- National advisor recruitment of experienced advisors and talent strategy management- Growing the depth of experience of Financial Advisor base throughout Canada.- Building capabilities to provide discretionary portfolio management services. - Succession planning. - Demographic advisor diversification and expansion.

Canada

- Grow the capability for CIBC Wood Gundy and CIBC Private Investment Counsel to service High Net Worth communities- Succession planning for advisors and their clients- Consulting with Portfolio Managers across Canada- Aid in implementation of National Sales Strategy including performance measurement, creation of peer networks and sharing of best practices.- Work with Branch Managers to integrate succession and contingency planning into their business models.

Canada

Providing coaching and consulting services to Advisors and Portfolio Managers across Canada to aid the transition to a fee-based business. I focused on fine tune service models that would increase revenues and capacity to bring more efficiency and process to their practices.- Development and execution of National Practice Management program for CIBC Wood Gundy.- Help advisors manage monies through the development of model portfolios and effective investment processes to help with the creation of clear investment methodologies.- Presentation and collaboration of strategy with leadership team in order to implement new initiatives and to further the achievement of business objectives.- Lead, direct and implement practice management and consulting services to over 1,000 advisory teams across Canada.- Work with advisors to increase revenues, average household size, grow assets and share of wallet with their target markets.- Creation of training guide to prepare for national expansion of practice management consulting.- Partner and facilitate networking between CIBC Wealth Management business segments and CIBC Wood Gundy advisors.- Present regularly at management and advisor conferences to raise the profile of practice management.- Continuous coaching and mentoring to 25 advisors helping them grow their fee based business.- Building and creation of measurement tools for Branch Managers and advisors to allow for business scalability and the creation of efficiencies.- Succession planning, development of team structures and compensation models. - Develop and implement communication strategy to share best practices of successful advisors across Canada.

Toronto, Canada Area And Eastern Ontario

• Train and mentor my sales team to enhance their presentation and closing skills. Goal of identifying employees that are candidates for promotion and career coaching.• Work with financial advisors to make their businesses more efficient so that they are able to work with more high net worth clients. • Partner with financial advisors to present to high net worth individuals. • Leverage internal resources to speed up product development. This allows the sales team to be more productive and able to offer solutions that our clients desire.• Increased annual sales production in Eastern Ontario by 200%. Over $700 million in sales of investment products to financial advisors.• Develop and carry out business plan, budget and action plans in conjunction with my sales partners. Work together with my sales partners to increase sales and develop innovative product placement strategies.

Durham Region

Habitat for Humanity Canada is a national, non-profit organization working for a world where everyone has a safe and decent place to live. The mission of the organization is to mobilize volunteers and community partners in building affordable housing and promoting homeownership as a means to breaking the cycle of poverty. Habitat for Humanity Canada was founded in 1985, consists of over 50,000 volunteers and 72 affiliate organizations from coast to coast, and is a member of Habitat for Humanity International which spans 93 countries, has built over 300,000 homes, and is now building a new home every 10 minutes.

Ontario And Alberta

• Worked together with owner in the development and research of investment products and marketing materials.• Developed institutional relationships at the head office level with leading banks, insurance companies and independent financial advice firms.• Presented to management teams, analysts, consultants and other decision-makers which led efforts to obtain dealer agreements and product approval across Canada with each product launch.• Trained the sales team regarding the design, structure and benefits of investment products developed. Aided in the creation of powerpoint presentations to be used by the sales team.• Search for external partners to enable the RFP process to be successful.• Sale of hedge, equity and derivative based structured products to advisors.

Toronto, Canada Area

• Worked with financial advisors at bank owned firms.• Developed business through networking, cold calling, and constantly meeting clients to develop long lasting relationships.

Toronto, Canada Area

• Presented sales ideas and business-building tools to financial advisors.• Increased the sales of Elliott & Page Mutual Funds by 277%.• Sale of mutual funds, segregated funds, fixed-rate investments and annuities.• Prospected with outside sales partners as Business Development Representative (Apr. 1999 – May 2000) until promoted to outside sales

Toronto, Canada Area

• Generated high net worth investor referrals.• Top sales performer in the promotion of investment products and services in Canada.• Provided retail clients with investment advice.• Traded options, equities, fixed-income and money market instruments as Investment Representative at Green Line Investor Services (1996 – 1997)

Ontario Secondary School Diploma

Education record

Branch Managers Course Conduct & Practices Handbook Canadian Options Course CFA Charter Holder Professional Financial Planning (CIM 1).

Bachelor Of Arts (Ba), Economics

Business Administration minor