Brought relevance and credibility to marketing and communication initiatives to drive usage, impact and generate sales growth.→ Strengthened the ROI of the firm’s industry-leading advisor education program (delivered to over 7,000 advisors in 27 cities across Canada: frequently cited in the national press).• Aligned content with corporate strategic direction• Delivered relevant topics to bring added value and enduring solutions to advisors→ Lead external training programs for key strategic partners such as RBC Dominion Securities, BMO Nesbitt Burns, CIBC Wood Gundy:• Delivered to advisors across Canada, from new entrants to the most seasoned and successful• Customized to meet specific needs of individual firms• Highly rated by sophisticated audience → Lead internal professional development programs in order to:• Ensure solid understanding of new products within the competitive landscape• Increase product knowledge and therefore selling confidence• Capitalize on timely, market-driven selling opportunities→ Created impactful marketing materials that internal salespeople and financial advisors used to facilitate the sales process. • Instrumental in the firm’s most successful new product launch• Redesigned marketing materials from the ground up, providing a salesperson’s perspective in • Initiated and hosted highly effective Portfolio Manager conference call series providing 4,000 Financial Advisors with forthright answers to their most pressing questions in an environment of unprecedented market volatility and challenging investment performance

Led a national team of over 50 including: inside sales associates, sales managers and sales coordinators.→ Implemented a compensation plan that incentivized the inside sales team while increasing employee retention and job satisfaction.→ Integrated inside sales team into ongoing national sales conferences.

Led initiative to become an indispensable partner to most valued clients by offering cutting edge business solutions.→ Spearheaded unique and thought provoking 2 day personal branding workshop that led key clients to:• Discover their Unique Value Proposition and clearly articulate it to their client base→ Recruited and led team of elite salespeople to facilitate the rollout of the program across Canada

In this player/coach role, led a team of Wholesalers, inside salespeople, and sales support staff to meet and exceed both sales and asset retention goals. Coordinated activities, sales territories and budgets to ensure an efficient coverage model. Mentored new team members to become highly effective salespeople.

Built valuable relationships with financial advisors and head offices in all channels from across Ontario through individual consultations, branch meetings and advisor conferences. Delivered crucial market commentary and highly rated context and perspective to advisors and their clients at seminars and at the national Financial Forum. Managed explosive growth in assets under management ($17.6 billion to $29 billion in 18 months).

Built a personal client base of over 350 households with assets of $30 million. Marketed the practice through a newspaper column, trade shows and associations, client seminars and referrals. Created financial plans and implemented mutual fund, securities and insurance solutions to meet clients complex investment objectives. A member of the firm’s Top Producers Forum.