Doug G. Email & Phone Number

Saskatchewan, Canada

mosquito.buzz - Stay outside! www.mosquito.buzz

Saskatchewan, Canada

Providing marketing solutions to local Real Estate professionals; utilizing a full service marketing program of print, online, mobile and direct mail to increase exposure, brand awareness and property listingsgain competitive advantages from personalized exposure across the internet, nationally and locally, and have access to personalized web tools to enhance your brand

Saskatoon, Saskatchewan, Canada

- Sold over $1million in new investment product annually - Achieved 2nd highest revenue per order for the firm in the latest twelve month period- Completed the firm validation target within 12 months of transitioning my client base to Richardson GMP (Revenue over $400,000)- Managed diverse client base ranging from small business owners to high net worth professionals- Utilized a team approach to ensure highest customer satisfaction as client needs were always being… Show more - Sold over $1million in new investment product annually - Achieved 2nd highest revenue per order for the firm in the latest twelve month period- Completed the firm validation target within 12 months of transitioning my client base to Richardson GMP (Revenue over $400,000)- Managed diverse client base ranging from small business owners to high net worth professionals- Utilized a team approach to ensure highest customer satisfaction as client needs were always being addressed- Continued to grow my investment practice through multiple prospecting and sales campaigns - Conducted annual seminar/information sessions to prospective and existing clientele- Engaged in regular client review sessions and conducted ongoing client dialogue to ensure clients received appropriate investment solutions and products- Completed the Chartered Investment Management program and obtained the nationally recognized CIM designation - Completed the successful sale and transition of my practice as set out in my goals Show less

Saskatoon, Saskatchewan, Canada

- Undertook the duties and responsibilities of Branch Manager which include the following: Overseeing the hiring and monitoring of all staff; 15 personnel at peakOverseeing all office functions from regulatory to branch profitabilityGenerating monthly reports and daily reviews on all transactions to ensure compliance with regulatory requirements as well as profitability requirements - Continued as producing Investment Advisor and managed key customer… Show more - Undertook the duties and responsibilities of Branch Manager which include the following: Overseeing the hiring and monitoring of all staff; 15 personnel at peakOverseeing all office functions from regulatory to branch profitabilityGenerating monthly reports and daily reviews on all transactions to ensure compliance with regulatory requirements as well as profitability requirements - Continued as producing Investment Advisor and managed key customer accounts- Achieved the Top 20 Advisor Ranking for the firm three years in a row- Sold over $1million of new investment product annually- Managed customer base of over200 households (over 30 high net worth households) by actively engaging in client communication- Achieved personal best in assets and revenue generation; increased assets under administration by a factor of 300% and revenue by over 100%- Completed regular client contact through telephone and email; continually introducing new investment products and solutions to meet client needs Show less

Saskatchewan, Canada

- Established a sub branch office January 2003- Obtained a Branch Manager designation May 2003- Responsible for all activities including cash management, daily reporting and business development- Achieved significant asset and revenue growth

Saskatchewan, Canada

- Obtained six months of formal sales and investment training- Commenced building and growing my Investment Practice- Utilized various marketing methods to build book of business such as the following: Seminars, workshops and information sessions Networking through various business and professional organizations Utilized various marketing methods such as mailing flyers, telephone solicitation Personal and professional relationships Bank generated leads and… Show more - Obtained six months of formal sales and investment training- Commenced building and growing my Investment Practice- Utilized various marketing methods to build book of business such as the following: Seminars, workshops and information sessions Networking through various business and professional organizations Utilized various marketing methods such as mailing flyers, telephone solicitation Personal and professional relationships Bank generated leads and referrals Show less

Pesticide Applicator Licence, Canadian Pesticide Training Program

Investments And Securities

Canadian Securities Institute: Canadian Securities Course Professional Financial Planning Course Branch Managers Course Derivatives.

Business Administration Certificate, Business Administration And Management, General

Business/Accounting Diploma, Accounting And Business/Management