Joined Industry: 2001Joined Firm: 2005I am Regional Vice President for AGF Investments Inc. in Toronto and I am responsible for the Eastern Ontario Region. I work closely with some of Canada’s top Investment Advisors. Responsibilities include, but are not limited to research, sales and relationship management as well as idea generation and implementation. I specialize and enjoy working collaboratively with Investment Advisors and Planners to help them grow their businesses, leveraging my expertise in managed asset solutions/strategies and business-building best practices.My expertise in attracting and retaining clients, streamlining advisory businesses and building high performing teams has helped many advisors simplify their businesses and increase their effectiveness.Being a student of global markets has allowed me to provide advisors with advanced investment strategies, ensuring investment objectives and goals are met.I have complemented my formal education with extensive training from The Fusion Group, CSI, Impact Training, Sequoia System International, Huthwaite and Miller Heiman and the Canadian Management Centre.I am also a member of the Harvard Business Review Advisory Council, an opt-in research community of business professionals.