Graeme Dickson Fma, Cim, Tep Email & Phone Number

Toronto, Ontario, Canada

Mississauga

Work with Advisors with MFDA, IIROC, Discretionary platform (IPC ONE), Corporate Advisors to build a better businessExpert on Univeris, Croesus, Morningstar, Estate Planning, Portfolio Management, Office 365 and other toolsResponsible for National sales targets and guiding Regional sales team with processes and strategiesCurrently #1 region in sales for 2022 and consistently in top 10% since inception.Guide advisors through practice management concepts such as Total Client ExperiencePromote the use of Counsel Portfolios & Private Wealth (SMA's, ETF's, etc..) to create effiiciencies in Advisors businessAttend conferences and trade shows to develop relationships with Financial AdvisorsResponsible for a region of over $2.5 billion in AUA and $500 Million in AUMHandle day to day responsibilities for IPC Dealership such as book purchases, succession planning, Business Coaching etc...

2680 Skymark Avenue

Assists the Regional Vice President (wholesaler) in booking sales meetings with brokers/dealers and with other region specific activities.Currently #1 region in sales for 2015 and consistently in top 10% since inception.Guide advisors through practice management concepts such as Total Client ExperiencePromote the use of Counsel Portfolios to create effiiciencies in Advisors businessAttend conferences and trade shows to develop relationships with Financial AdvisorsResponsible for a region of over $2.5 billion in AUA and $250 Million in AUMHandle day to day responsibilities for IPC Dealership such as book purchases, succession planning, equity etc...

Toronto, Canada Area

Provided in-depth holistic individual financial plans to new and existing clients.Proactively promote/sell and deliver a full range of banking products and services to meet bank’s needsAdvised on clients’ portfolios in the areas of Credit planning, Investment planning, Cash management and Protection planning.Managed a portfolio of over $75M in assets for High Net Worth clients.Understanding of Commercial Products, Commercial Loan Documentation, Commercial Lending Processes and supporting Policies & Procedures and TechnologyOn pace to exceed sales targets in all areas, increasing portfolio by 10% per year in net investments, loan $10 million in mortgages / secured credit and increase deposits by $2 million.

Sold over $185 million dollars worth of mortgage renewals and refinances over a two year period. Consistently outperformed targets by renewing over 80% of all mortgages in my territory.Gave mortgage advice to client's and structured deals for all scenarios (i.e purchases, refinances, ports and assumptions, title changes, switches). Graeme was the team leader for the ports and assumptions department and enjoyed training and coaching his two colleagues.