Ian Webster Email & Phone Number

Toronto, On, Ca

Toronto, Ontario, Canada

Reduce annoying taxes, eliminate stressful debt, jump off the convoluted investment rollercoaster, update outdated insurance policies and find out how mortgages are NOT declined!!!!!!

Internationally

• Reversed and saved $3 million expected to be lost to other financial institutions by implementing a client loyalty program• Developed and marketed an innovative way to reduce taxes and invest money resulting in the building of a loyal client base and increased revenue to the firm, 97% retention rate• Increased sales by $22 million over a 24 month period in an industry where the expectation is 6 million but the standard is 3 million dollars• Effectively built CRM programs to ensure monthly client contact, retention and promotion of new sales• $11M investment book of business built in two years.• $700 saved monthly for clients on average from unnecessary high interest debt repayments.

Internationally

• $25K paid to client after suffering an unfortunate stroke.• Assisted Canadians in eliminating high interest debt• Minimized taxes paid to the government• Found a safe saving environment for clients' funds

• Provided financial planning to a database of clientele• Improved the companies sales and systems• Worked closely with compliance regarding sales issues and complex risk management

• Oversaw front-line staff in the handling of complex customer strategies. • Provided leadership in selling and promoting living benefits and life insurance• Managed advisors, which included an active role in training, coaching, and mentoring in order to enhance their personal development• Promoted and awarded for production of First Year Commissions in insurance sales

• Provided and integrated personal financial solutions• Shared responsibility of all client relations through the advisory channel• Adhered to complex risk management and regulatory policies • Nominated for the CIBC Star Achiever Award• Won the Team Branch

Education record

Activities and Societies: • Professional Financial Planner (PFP), • Insurance (LLQP) • Canadian Securities Course (CSC), • Mutual Funds.

Business & Marketing, Marketing