Investors Group Financial Services Inc.I help people achieve their goals by providing a comprehensive and holistic financial plan. My approach is unique in that I recognize people’s individual differences. I understand that financial independence means different things to different people and requires a balance between doing what you love today, while being secure in the future.I enjoy sitting down with people and discussing how the six disciplines of financial planning can… Show more Investors Group Financial Services Inc.I help people achieve their goals by providing a comprehensive and holistic financial plan. My approach is unique in that I recognize people’s individual differences. I understand that financial independence means different things to different people and requires a balance between doing what you love today, while being secure in the future.I enjoy sitting down with people and discussing how the six disciplines of financial planning can secure their financial goals. Six Disciplines of Financial Planning:Cash Flow Management: Create long-term wealth for people by helping them reduce unproductive cash outflow and provide a foundation to maximize their personal wealth.Risk Management (Insurance): Incorporate risk management analysis that aligns to a client's insurance for today and tomorrow to ensure that people’s plans and families are protected. Tax Planning: Recommend effective tax strategies that help reduce a client’s tax burden so that they can use those savings to fund other goals. Investment Planning: Create investment plans that effectively balance risk, returns and tax implications according to a client's unique situation.Estate Planning: Help clients structure their estate in the most tax effective and equitable manner possible.Retirement Planning: Map out realistic retirement plans that provide a financially achievable retirement lifestyle. Show less

Regional support role for 49 stores and 300+ subcontractors in Western Canada. Main responsibilities included increasing sales in the Do It For Me market, developing new sales platforms, enhancing current installation programs and broadening the subcontractor base to meet customers’ needs.• Organizer and host for 7 annual Installation Services Contractor Shows in Western Canada.• Designed and launched new installation services marketing platform, including in store signage, price cards,… Show more Regional support role for 49 stores and 300+ subcontractors in Western Canada. Main responsibilities included increasing sales in the Do It For Me market, developing new sales platforms, enhancing current installation programs and broadening the subcontractor base to meet customers’ needs.• Organizer and host for 7 annual Installation Services Contractor Shows in Western Canada.• Designed and launched new installation services marketing platform, including in store signage, price cards, and flyer presentation• Coast to coast launch of a new furnace installation program with Lennox, USA.• New solid surface (countertop) program for Western Canada. Show less

Introduce, train, and motivate teams to operational excellence within their individual stores. These procedures include sales and non-sales functions which improve the SG&A and operating profit of all 23 stores within the 3 districts throughout Western Canada. Other responsibilities training new District Operations Manager for the company and an integral contributor in writing annual company P&L’s.• Responsible for writing Company’s multi-million dollar expense budgets and annual… Show more Introduce, train, and motivate teams to operational excellence within their individual stores. These procedures include sales and non-sales functions which improve the SG&A and operating profit of all 23 stores within the 3 districts throughout Western Canada. Other responsibilities training new District Operations Manager for the company and an integral contributor in writing annual company P&L’s.• Responsible for writing Company’s multi-million dollar expense budgets and annual presentation to senior executives• Accountable for 6 new store openings and 6 existing store renovations throughout Western Canada.• Implemented new labour and supply procedures to greatly reduce expenses while maintaining / increasing store sales growth• Implemented new stock count program to identify mis-shipments and stock losses quicker, which resulted in better mid-year full inventory counts.• Training manager for Western Region’s M.I.T. (manager in training) program for future leaders of the company Show less

Oversee all operational and business development functions, including sales performance, merchandize presentation, expense control, inventory integrity and people development. Accountable for P@L and budget responsibilities. Provide direction and mentoring in recruiting, hiring, training and motivating staff levels between 130 – 240 associates. Responsible for teaching and developing Company culture, following the Company values, and being able to use entrepreneurial skills to make each… Show more Oversee all operational and business development functions, including sales performance, merchandize presentation, expense control, inventory integrity and people development. Accountable for P@L and budget responsibilities. Provide direction and mentoring in recruiting, hiring, training and motivating staff levels between 130 – 240 associates. Responsible for teaching and developing Company culture, following the Company values, and being able to use entrepreneurial skills to make each store unique.• Chosen as new store opening manager for 4 stores, including the Calgary market. Sunridge NE Calgary, June 2004, Scarborough, Ontario, December 2004, Deerfoot SE Calgary, March 2005, and Northlands NW Calgary, December 2005.• Consistently developed strong management teams and trained new General Managers for their new role.• Met or exceeded all business financials in opening all stores, averaging more than double digit increases over company projections.• Earned Honors of Top Rank General Manager for the Company in 2006. Show less