Dee C. Email & Phone Number

I have been in the investment industry since 2003. I began my career in the roles of Account Manager, Senior Account Manager, and Commercial Account Manager at three Schedule I Banks in Canada, working with high net-worth, self-employed clients, and offering innovative financing and investment solutions. I was frequently assigned to special projects and roles as a trainer, as well as to business development teams, assisting in building new divisions and training new and existing employees to work within the new divisions.Dee has quite an impressive journey in the investment industry! Over the past two decades, he's navigated various roles, accumulating a wealth of experience in structured financings, sales management, and advisory services. His proficiency spans across multiple sectors, working with high-net-worth individuals, self-employed clients, and businesses, offering tailored financial solutions. His educational background, including a Bachelor of Applied Financial Services Degree, alongside specialized courses like CSC, EMP, and Moody's Financial Analysis, has undoubtedly enriched his ability to structure and consult on substantial financial offerings. Dee's expertise in business development, specifically in raising and lending capital through diverse capital sources, underscores his strategic approach to leveraging multiple avenues to meet financing needs. His achievements in this arena signify a strong understanding of the market and a knack for identifying and capitalizing on opportunities. Additionally, his role in training and developing successful teams in commercial lending and capital raising for the Exempt Markets speaks volumes about his leadership and mentorship capabilities. It showcases his ability to not only excel individually but also to impart knowledge and build high-performing teams within the industry. Dee's breadth of experience, combined with his educational foundation and networking skills, positions him as a versatile and knowledgeable professional capable of addressing diverse financial challenges and opportunities across various sectors within the investment industry. I work with Exempt Market Dealers, Brokers, Financial Advisors, Wealth Managers, Portfolio Managers, Lawyers, Tax Planners, Family Offices, Product Manufacturers, and Institutions to offer products, services, and advice on back office support & and services.