Daily driving E-commerce and online sales at a Canadian family owned and operated outdoor gear/clothing and specialty/tactical equipment retailer serving the retail public and more proudly, the needs of law enforcement, first responders, government agencies and DND for over 25 years.

As a member of the account relationship team at Valeyo, I have the pleasure of working with credit union partners (big and small) in the BC market to better understand their individual and often unique operational environment. We strategize and advise on how best to leverage our creditor insurance product suite through our carrier, Canadian Premier Life to bring sound protection advice and default risk solutions for both their valued members and their institution. Providing… Show more As a member of the account relationship team at Valeyo, I have the pleasure of working with credit union partners (big and small) in the BC market to better understand their individual and often unique operational environment. We strategize and advise on how best to leverage our creditor insurance product suite through our carrier, Canadian Premier Life to bring sound protection advice and default risk solutions for both their valued members and their institution. Providing alternative non interest revenue source options further enhances the discussion on how we help our CU partners cope with the changing face of the financial/banking environment today. Valeyo's extensive institution-level suite of platform solutions and strategic partnerships further enhances our partners abilities to answer for their needs in LOS lending, credit insurance protection, more recently digital lending, and everything in-between. Show less

My passion is helping individuals and households to identify and protect that which is most valuable to them. Planning for unforeseen circumstances and insuring adequate life, accident and health coverage for all, is a responsibility I am trusted to advise on. For small business owners, we focus on ensuring business continuity and succession planning is cared for in addition to exploring suitable benefits for employees as well. On the investment front, I rely on over a decade of banking and… Show more My passion is helping individuals and households to identify and protect that which is most valuable to them. Planning for unforeseen circumstances and insuring adequate life, accident and health coverage for all, is a responsibility I am trusted to advise on. For small business owners, we focus on ensuring business continuity and succession planning is cared for in addition to exploring suitable benefits for employees as well. On the investment front, I rely on over a decade of banking and mutual funds experience complemented with expert partners in the markets to provide relevant financial investment advice.My simple approach is customer centric with a focus on educating and recommending the most suitable solutions in each unique case. I have chosen and am backed by a multi-award winning 154 year old company voted the "most trusted name" in the Canadian insurance sector.I am a Sun Life Financial advisor. These are my personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life Financial. A clear connection: Your relationship with Sun Life Financial http://www.bit.ly/ClearConnection . Sun Life Financial advisors are contracted with Sun Life Financial Distributors (Canada) Inc. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc. Show less

As a Manager of Customer Service - Level 7 (largest branches), I was relied upon to lead front line CSR teams in engaging retail personal and small business banking clients in daily financial transactions in branch. Activities included but were not limited to training and coaching new and existing CSRs with compliance procedures, bank software navigation and more importantly effective sales conversations. Target setting, campaign driving, and further refining the teams' competence in… Show more As a Manager of Customer Service - Level 7 (largest branches), I was relied upon to lead front line CSR teams in engaging retail personal and small business banking clients in daily financial transactions in branch. Activities included but were not limited to training and coaching new and existing CSRs with compliance procedures, bank software navigation and more importantly effective sales conversations. Target setting, campaign driving, and further refining the teams' competence in identifying and capitalizing of cross-sell products/services relevant to clients were a driving factor in creating value to our branch's front line. This was taking place while focusing on providing the legendary and award winning customer experience that TD is known for. Show less

As a Financial Advisor, I leveraged my knowledge and access to a broad and diverse pool of banking products and solutions to help my client's various banking needs. This was done first through providing analysis and conversation around client portfolios and existing financial circumstances, then recommending the most appropriate banking, credit and investment solutions to cater to the specific needs of personal banking and small business customers.Lending expertise included but was not… Show more As a Financial Advisor, I leveraged my knowledge and access to a broad and diverse pool of banking products and solutions to help my client's various banking needs. This was done first through providing analysis and conversation around client portfolios and existing financial circumstances, then recommending the most appropriate banking, credit and investment solutions to cater to the specific needs of personal banking and small business customers.Lending expertise included but was not limited to the processing of loans, mortgages, lines of credits (secured and unsecured), credit cards and overdrafts to achieve specific borrowing needs. In the investment space, everything ranging from savings accounts, GICs to diversified, asset-allocated mutual fund portfolios and current market knowledge were leveraged to help clients dream, build and meet their financial investment goals. Familiarity and staying apprised with registered and non-registered investments and government programs (e.g. RRSP, RESP, TFSA, RDSP, RRIF, LIRA, etc.) were also regularly part of the role in educating and empowering clients with the right information and tool for their specific required job.When rare and complex client problems or investigations arose, timely but effective customer problem resolutions were completed often to the reply of commendation letters and business saving gratitude from the once upset clients.Having achieved being member of Top Selling RESL (Real Estate Secured Lending) Team representatives on various campaigns and other goal targeted credit drives, I further pursued towards many individual targets and contributed to branch metrics while always being an effective and cooperative team member. Show less