Primary point of contact for advisors and their staff as a supporter and educator on all of the bank's products. I assist advisors with strategies for their clients, help identify opportunities in their book of business and integrate our solutions as part of a client's overall financial plan. My true advisor partners understand how Manulife Bank provides value in their practice and ensures clients look to them for all their financial solutions

I am a Banking Consultant for Manulife Bank in Kitchener/Waterloo and surrounding area. As a trained banking professional, I can help you bank smarter and reach your financial goals, wherever you are in life. I’d be happy to explain all the benefits of Manulife One, Manulife Bank Select and other custom banking solutions available from Manulife Bank. Manulife Bank is a leader in debt and cashflow management, serving clients across Canada 24 hours a day, 7 days a week with banking products… Show more I am a Banking Consultant for Manulife Bank in Kitchener/Waterloo and surrounding area. As a trained banking professional, I can help you bank smarter and reach your financial goals, wherever you are in life. I’d be happy to explain all the benefits of Manulife One, Manulife Bank Select and other custom banking solutions available from Manulife Bank. Manulife Bank is a leader in debt and cashflow management, serving clients across Canada 24 hours a day, 7 days a week with banking products designed to help you become debt-free sooner and reach your financial goals faster.As a Banking Consultant, I work closely with financial advisors to help integrate your banking solutions with your broader financial plan so all your resources go toward reaching the same goals. That’s smarter banking.Let’s talk about how I can help you – get in touch with me today!The articles and posts below are for information purposes only. Show less

•Acquisition of new business utilizing a mix of our product solutions. Leverage existing relationships to capture all transaction processing opportunities.•Establish solid internal contacts to identify the most efficient, cost effective solutions for their processing needs•Sales, product development, alliance relationships contact for Eastern Canada.

•Involved in entire acquisition process from initial contact, determining client requirements, finalizing legal agreements, system set-up and full implementation.•Cold call on client prospects who process transaction volumes $30MM plus. Contacts are with decision makers in finance areas; CFO, Director of Finance or controller.