Ezra Ho Email & Phone Number

• Consistently exceeding performance expectations by achieving targets every quarter • Taking a proactive approach to discovering our customer needs • Educating customers, providing relevant insights and expert advice • Building customer’s comprehensive plans using a holistic approach to help them achieve their goals • Nurturing strong, long-standing relationships• Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience

• Developed, maintained, and grew the branch wealth management portfolio, including both mutual funds and term deposits• Actively searched for sales opportunities to achieve individual sales and profitability goals.• Developed a loyal client base by providing exceptional lending advice and financial solutions • Served as primary client contact for the mortgage throughout process, from initiation of inquiry to closing

• Conducted interviews with members to identify lending needs and to make recommendations• Analyzed applicants' financial status, credit, and property evaluation to determine loan feasibility• Provided professional financial advice on mortgage and execute mortgage origination process• Ensured accurate processing of deposit and investment products and services including TFSA, RRSPs, RRIF’s, RESPs and related transactions

• Developed and maintained relationships with owners, managers, and key personnel to develop sales• Oversaw planning and product ranges, and prepared sales and stock plan in conjunction with buyers• Scheduled appointments for meeting with clients • Analyzed the specific needs of clients via careful data analysis to promote products efficiently • Monitored market activity and quoted pricing to maintain healthy profit margins