I help people be better with their money and banks be better with their people. Regular contributor to Cheddar, CBS, CTV, VICE, CNBC.com and author of best selling personal finance books "I Heart Money" and "From Middle Class to Millionaire".

I Heart Money book tour and TV pilot productions. Toronto, Canada – Los Angeles, USA * National book tour in Canada and throughout California* TV pilot production in Los Angeles, CA* National PR tour in Canada and California including, BNN, CTV, CBC, and FOX San Diego

Lead generation and identification – in order to create a sales funnel Write "Thought leadership" articles for CNBC, Entrepreneur, VICE Money, Banking Exchange, and moreSpeak and attend bank marketing conventions and Universities to discuss millennials and money, future of banking and FinTech

* Built robust social listening and modelling program for CIBC * Developed engaging, shareable and visual content * Engaged third party vendors to develop paid social plans, seeding and strategic partnerships* Implemented a community management program to increase social SOV, engagement, and social platform follower bases (Beat all objectives) * Created social studio to create, build and publish financially driven social content based on social listening insights and digital best practices

• Responsible for heading up large agency accounts including, key contact for clients, establishing budgets, timing, heading up “Idea Team” and managing Project Managers/Coordinators. Brands: Dare Foods, Ikea, Unilever and Virgin Mobile accounts/projects. • Promoted zig’s online capabilities and managed creative development and execution of micro sites, online media banners and home site advertising.• Managed flawless execution of $8MM advertising budget. Organized, briefed and implemented three seasonal campaigns consisting of broadcast 30 second commercials, retail advertising, POS, billboards and bumpers, national OOH campaign, and print in magazine and newspaper. • Maintained relationships with client’s media, activation, PR, and production partners throughout campaigns and on a day to day basis.

• Established and fostered relationship with Fidelity Investments. Designated main contact between the Director of Marketing, and the agency’s account team, creative, media and interactive departments. • Supervised A/Es and A/Cs, updated VP Group Account Director of status of all projects according to established budgets, timelines and marketing objectives.• Worked with client and VP to develop new brand positioning for consumer and trade markets.

• Maintained a thorough understanding of client’s b2b business, products and industry for Research in Motion, Domtar Inc, Royal Bank of Canada and Yahoo!• Implemented DM projects (including data management, list acquisition, testing, and analysis), media purchasing, POP materials, brochures, web site re-design, new product roll-outs and entire marketing plans for fiscal year

• Provide ongoing client service to high net worth clients (managing/establishing relationships)• Support senior VPs with sales objectives, marketing strategies and market research• Work with a group environment to plan and implement portfolio objectives through different departments of the brokerage

• Supported various brokers with the daily business operations of their books of business• Assisted with marketing and sales presentations to new and existing clients• Provided financial advice and maintained ongoing relationships to top clients