Brandon Spegel, Rrc Email & Phone Number

Toronto, On, Ca

Toronto, Canada Area

Investors Group Financial Services Inc.I work best with individuals and families who are approaching retirement or have recently retired gain clarity and peace of mind around the accumulation, protection and distribution of their wealth through comprehensive financial planning to make their financial dreams reality.

Toronto, Canada Area

- Consult with prospects and clients from various industries to understand their business objectives to identify the appropriate funding opportunities for their business- Research and continue to grow my understanding of the various government funding opportunities for a variety of industries to ensure the most current and relevant information- Manage relationships with representatives from Government Self-Regulated Organizations who issue various government funding… Show more - Consult with prospects and clients from various industries to understand their business objectives to identify the appropriate funding opportunities for their business- Research and continue to grow my understanding of the various government funding opportunities for a variety of industries to ensure the most current and relevant information- Manage relationships with representatives from Government Self-Regulated Organizations who issue various government funding programs- Consult with business owners on all business development and business strategy issues to create comprehensive marketing and business plans that are used as roadmaps to future business success- Review and analyze business performance and financial status to build financial projections based on current industry and consumer trends- Manage customer relationships and provide ongoing customer support throughout the entire grant and tax credit application process Show less

Toronto

- Prospected and established relationships with business owners and other online marketing professionals- Consulted with prospects and clients on current and future marketing objectives and creating manageable and goal focused marketing strategies based on their needs- Developed comprehensive marketing plans and schedules based on clients abilities, budgets and objectives to create a well-rounded approach to targeting their customer base- Worked closely with the design… Show more - Prospected and established relationships with business owners and other online marketing professionals- Consulted with prospects and clients on current and future marketing objectives and creating manageable and goal focused marketing strategies based on their needs- Developed comprehensive marketing plans and schedules based on clients abilities, budgets and objectives to create a well-rounded approach to targeting their customer base- Worked closely with the design and development team to convey clearly and concise the vision of each client to bring their vision to reality Show less

- Researched and analyzed the feasibility of new business solutions including CRM's. ERP's, LMS's and marketing automation systems. - Spearhead vendor relationships with marketing automation, lead management, and digital signage providers and secured partnership agreements to achieve business development initiatives. - Identified eligible government grant and tax incentive programs and create documentation necessary for the submission process. - Developed product… Show more - Researched and analyzed the feasibility of new business solutions including CRM's. ERP's, LMS's and marketing automation systems. - Spearhead vendor relationships with marketing automation, lead management, and digital signage providers and secured partnership agreements to achieve business development initiatives. - Identified eligible government grant and tax incentive programs and create documentation necessary for the submission process. - Developed product training documentation, client onboarding processes and created supporting documentation vital to the implementation of new sales processes. - Managed the implementation and operation of new company-wide marketing automation and lead tracking system. - Worked closely with the development team to seamlessly integrate third-party software for internal use and resale purposes. Show less

- Sales of online marketing and directory listings to prospective senior living operators. - Managed customer relationships and provide ongoing customer support. - Maintained a strong understanding of the senior living industry and marketing trends. - Created new opportunities through cold calling and prospecting. - Hold a practical understanding of CRM's (Sage Act), Microsoft Office tools, and project management tools (Asana, Toodledo).

Graduate Certificate, Financial Planning

Certificate, Certificate In E-Business & Web Marketing

B. Comm, Marketing

Activities and Societies: Center for Business Advancement and Research, Commerce Society

Advanced Diploma, Business Marketing

Ontario College Graduate Certificate, Financial Planning