Edward Matti Email & Phone Number

An experienced leader with nearly 30 years of leadership experience in Human Resource Development, Sales and Financial Services, with proven ability to manage, motivate and influence others - through empathy, effective communication and a commitment to team success - to deliver business results. Prior to moving to Dubai to establish CCM Consultancy, Edward was Regional Director for Canada’s largest financial planning firm, based in Toronto, where he'd spent 14 years with one firm. With a team of over 90 consultants and support staff, they managed $540 million in assets, and received a multitude of awards for exceptional achievements.In 2010, Edward moved to Dubai and with his business partner, established CCM Consultancy. What started as humble beginnings with a team of one, has now grown to a well-respected firm with a diverse and multi-cultural team of over 30 Consultants, Associates, Coordinators, Coaches and Specialists. Edward and CCM Consultancy have been recognized at the global level, having won several awards for their work and results. Edward currently delivers keynote speeches focusing on organizational culture transformation, sales enablement and leadership essentials, and is often called in to deliver motivational talks for various global events.An accomplished public speaker and TV commentator in Canada (for the national news station CP-24), Edward still meets with clients to consult on their issues, develop solutions and deliver riveting initiatives.

Winnipeg, Manitoba, Ca

Mandated to manage and grow the branch through active recruiting strategies, train all consultants and increase market share through sales. Responsible for every aspect of running the branch, from basic administrative functions to in-depth sales and financial planning and Compliance-related duties. Being an effective team player while demonstrating strong leadership were key attributes in achieving unparalleled results.• Grew Assets under Management (AUM) from CAD$300million to CAD$405million, a 33% increase in less than 4 years, during difficult economic conditions. • Grew the team from 23 consultants to 71 consultants and 15 staffers through active and effective recruiting, a growth rate of over 200% in less than 4 years. • Through innovative and consistent prospecting and training, doubled annual branch sales from CAD$31million to CAD$60 million. • Ranked 1st out of 90 regions nationwide in 2009 (YTD) in year-over-year growth of AUM and new business.• Capitalized on extensive client relationship experience (from prospecting to servicing) to train consultants on growing their practices; resulted in highest national growth numbers for Year 1 and Year 2 consultants.• Extensive public-speaking experience through the delivery of hundreds of comprehensive financial planning seminars/workshops, guest-speaker engagements at universities and colleges, and peer training sessions.• Budgeting and financial reporting for branch activities.• Conducted interviews with written media as well as live television.

Winnipeg, Manitoba, Ca

Key objective: to oversee and manage the growth of the division by consistently recruiting eager and driven candidates, provide them with exceptional training and support, and allow them to build successful practices. • Built a division from scratch, hiring and training a total of 43 consultants in 4 years.• Consistently qualified for President’s Round Table every year 2000 - 2005.• Contributed to the growth of the largest and most successful Region Office within the company, through in-house training of new and existing consultants and effective recruiting practices.• Delivered financial planning workshops to Division clients gerenaring extensive new business and referrals.

Winnipeg, Manitoba, Ca

Assisted clients by being a caring and trust-worthy family advisor and providing them with sound financial advice.•Built a successful financial planning practice based on various methods of prospecting (cold calls to referrals).•Served 120 client families with over CAD$27million in AUM.•Hosted over 100 educational, financial planning workshops to both companies and individuals, yielding millions of dollars in new business.•Provided advice in areas such as tax, estate and investment planning.

Leadership Deep Dive, Organizational Leadership

Certified Financial Planner

Diploma In Personal Financial Planning

Education record