A well-rounded leader with a proven track record for building strong teams, initiating customer focused business solutions and consistently exceeding company objectives and personal targets. After 30 years of experience in Consumer Packaged Goods, made a career change to pursue a life long passion of working in the wealth management industry. Recently earned a Chartered Investment Manager (CIM) designation and a Certificate in Advanced Investment Advice from the Canadian Securities Institute.A strong communicator, with a strategic and analytical mindset and the ability to translate a compelling vision into action. Disciplined approach for outstanding execution to drive superior results. Excelling in a team first environment, a strong motivator with a focused sense of urgency, and the proven ability to effectively influence internal and external stakeholders. A passionate and persuasive personality, who develops talented people, and helps create a winning culture. Specialties: Expertise in financial planning, wealth and investment management, life and living benefits insurance, risk management, strategic planning, key account management, sales operations, sales CRM systems, sales training, people and customer business development.