Bob Telford Email & Phone Number

Strong knowledge of financial markets including variances between equity and bond markets, commodities and the use of derivatives. Implimented diversified investment planning strategies based upon individual tolerances to protect and grow capital. I advise and assist persons and familes with disabilities on registered disability savings plans. Excellent understanding of life insurance, segregated funds and estate planning products available to Canadian consumers. A communications professional with over ten years experience in sales, advertising and marketing. Strong attributes in effective client management, business communications, presentation skills and sales development. 10 years of experience in print publishing and on-line media in a B2B marketplace. Knowledgable in digital signage.20 years of experience in sales and account management. Effective in sales development and customer retention marketing. Developed a variety of new products for client specific and multiple advertisers that included custom publishing, print and on-line supplements / newsletters, sponsorships and industry surveys. Complete understanding of general management, budgeting and financial reporting.Specialties: Registered Disability Savings Plans, life insurance, estate planning, capital growth and transfers, health, disability, critical illness, segregated funds, retirement planning and non-registered investment plans.

Listed skills include Critical Illness, Segregated Funds, Risk Mitigation, Retirement, and 46 others.