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Since 2006 Meridian and its affiliates have provided advisory services and financed transactions in excess of half a billion dollars.

Strategic business consultant and advisor to global SME's in the area of sales development and metrics, brand development and marketing campaigns, corporate governance, compliance, growth and acquisition financing, operational efficiencies and contract negotiation.

DIAM Capital Markets was an Exempt Market Dealer. Built the company from the ground up setting strategic goals for growth and tactics for success. Along with building sales, marketing and compliance, was primarily focused on raising capital in such verticals as real estate, advanced technology, renewable energy, healthcare/pharma, cannabis infused beverage industry, hospitality and AI. Raised approximately $35 million for various private market companies through a distribution network of 11… Show more DIAM Capital Markets was an Exempt Market Dealer. Built the company from the ground up setting strategic goals for growth and tactics for success. Along with building sales, marketing and compliance, was primarily focused on raising capital in such verticals as real estate, advanced technology, renewable energy, healthcare/pharma, cannabis infused beverage industry, hospitality and AI. Raised approximately $35 million for various private market companies through a distribution network of 11 private capital advisors. Show less

With Strategic Product Partners, Inc. & Capital Partners International, we provided assistance to small and medium-sized private companies seeking capital, as well as sales and marketing consulting to some of Canada's largest firms. We worked with private equity groups and government agencies to offer equity/debt financing. I have raised over $400M in assets for clients through the financial advisor network and in excess of $63M in investment capital was raised for private companies (SME's)… Show more With Strategic Product Partners, Inc. & Capital Partners International, we provided assistance to small and medium-sized private companies seeking capital, as well as sales and marketing consulting to some of Canada's largest firms. We worked with private equity groups and government agencies to offer equity/debt financing. I have raised over $400M in assets for clients through the financial advisor network and in excess of $63M in investment capital was raised for private companies (SME's). ■ Strategic Product Partners, Inc.I formed Strategic Product Partners, Inc., strategizing to supply a service unique to the industry, addressing a key void that existed within smaller product manufacturers. My executive lead role in managing all business aspects involved administration and oversight of retail and corporate finance sales, staffing, business development, contract negotiations, product and infrastructure consulting, legal and finance. I analyzed market trends to guide in steering product development. I also provide distribution and consulting services through a national network of wholesalers to product manufacturers of sophisticated structured investment products.■ Capital Partners InternationalI introduced this booming niche firm into the corporate finance and mergers and acquisitions (M&A) market, targeting business that was generally ignored by large banks, utilizing a unique pricing structure and client-aligned goals to drive business. As a client-facing hands-on leader, I provided investment banking services that encompassed mergers and acquisitions (M&A) consulting, restructuring, divestitures and spin-offs, working and growth capital, succession planning, and turnaround and crisis management. Show less

Clarington Funds, Inc. is a mutual fund brand under the parent company Industrial Alliance (IA) Insurance & Financial Services, Inc., a Canadian insurance company with a diversified business ranging from wealth management to group pensions. As a member of senior management, I formulated the departmental business and operating plans and national expenditure budget. My role involved directing a national sales force of 65 personnel in promoting funds and managing key account relationships… Show more Clarington Funds, Inc. is a mutual fund brand under the parent company Industrial Alliance (IA) Insurance & Financial Services, Inc., a Canadian insurance company with a diversified business ranging from wealth management to group pensions. As a member of senior management, I formulated the departmental business and operating plans and national expenditure budget. My role involved directing a national sales force of 65 personnel in promoting funds and managing key account relationships. ✔I re-organized the Sales and Service Departments and restructured reporting accountabilities, saving more than $600K in operating costs. ✔I drove my sales team to rank 3rd in the industry, with net sales of $334M for 2004, by strategizing a new line of mutual funds geared to the aging demographic, including development of accompanying branding for a national campaign. Show less

CMG-Worldsource Financial Services, Inc. is wholly owned by Guardian Capital Group, a diversified financial services company with deep roots in Canada, operating several fully owned subsidiaries that provide investment management services, financial advisory services, retail distribution of mutual funds, insurance, and general corporate services.As President and COO, I successfully achieved and ensured long-term profitability and sustainable growth of mutual fund assets under… Show more CMG-Worldsource Financial Services, Inc. is wholly owned by Guardian Capital Group, a diversified financial services company with deep roots in Canada, operating several fully owned subsidiaries that provide investment management services, financial advisory services, retail distribution of mutual funds, insurance, and general corporate services.As President and COO, I successfully achieved and ensured long-term profitability and sustainable growth of mutual fund assets under administration, with oversight of 892 licensed Advisors and 42 employees across Sales and Marketing, Finance, Information Technology, Compliance, Operations and Human Resources. A few initiatives included guiding the design of a public and private website, evaluating the back office system and recommending improvements, and restructuring the sales and marketing area. ✔I turned around this previously troubled company with declining sales and profits, cutting overhead costs while growing revenue. I addressed an underperforming, ineffective executive team by boosting morale through re-alignment of responsibilities within executive management teams and by streamlining reporting to facilitate decision making. ✔I generated $200K in annual revenue by analyzing all revenue streams and implementing ancillary fees in support of an in house, self-directed platform. ✔I produced an additional $360K in annualized revenue by establishing minimum educational requirements for positions and minimum standards for sales production in order to attract higher quality Financial Advisors. I also implemented a service fee to cover the costs of the back office for lower producing Representatives. ✔I coordinated gap analyses of Operations, Compliance and Accounting and subsequently implemented a new sales compensation grid that ensured future profitability. Show less

Multiple Retirement Services, Inc. is a subsidiary of Mackenzie Financial/ Investors Group, one of Canada’s largest investment management firms by assets under management. I built the Sales department from the ground up by developing territories, recruiting staff, setting targets and budgets, as well as to re-engineering corporate strategies. I served as a member of the Executive Committee, leading day-to-day company operations and 26 staff, ensuring profitability on the P&L and promoting… Show more Multiple Retirement Services, Inc. is a subsidiary of Mackenzie Financial/ Investors Group, one of Canada’s largest investment management firms by assets under management. I built the Sales department from the ground up by developing territories, recruiting staff, setting targets and budgets, as well as to re-engineering corporate strategies. I served as a member of the Executive Committee, leading day-to-day company operations and 26 staff, ensuring profitability on the P&L and promoting growth and product refinement in all product lines. These included Investment Loans, Mortgage Referral Program, Self-Directed Accounts, High Yield Plus Account, Keystone Family of Funds, and Back Office services. ✔I turned around an underperforming Sales and Product division by upgrading talent for a new, leaner Sales department, delineating territories, setting targets, initiating individual budgets and re-engineering corporate strategies. ✔I worked with the sales and marketing team to launch the Keystone Family of Funds and grow them into an $800M portfolio within four years for additional, diverse revenue streams for the company. ✔I reached annual sales of $75M in RSP Loans, surpassing targets each year by a minimum of 25%. Show less

Managing a national sales force of six, I grew and retained the client base. I established and administered regional budgets of up to $500K and created strategic sales plans and management policies on issues such as travel and entertainment, co-op advertising and marketing. I also initiated promotional campaigns and dealt at senior levels of management at prospective client firms to establish alternative distribution channels. Successes included: ✔I saved $52K annually by implementing… Show more Managing a national sales force of six, I grew and retained the client base. I established and administered regional budgets of up to $500K and created strategic sales plans and management policies on issues such as travel and entertainment, co-op advertising and marketing. I also initiated promotional campaigns and dealt at senior levels of management at prospective client firms to establish alternative distribution channels. Successes included: ✔I saved $52K annually by implementing cost controls. ✔I soared sales by 325% over a four-year period, while cutting costs by 15% over that same period. ✔I built a highly effective sales training course. ✔I worked with various dealer/broker firms to implement funds in their research. Show less