Jeff Blain Email & Phone Number

Western Gta, Hamilton, And Niagara

I provide customized insurance, investment, and tax shelter solutions to high net worth clients. Working with a network of front-end financial consultants, I use my specialized expertise and professional manner to show clients how to maximize their wealth.I have set and reset record levels of production with MD, focusing not only on the volume of business done, but in ensuring that each client receives the proper pre-execution planning and post-implementation service they deserve.

Hamilton, Ontario

Led the insurance distribution arm of MD Physician Services. Our national team serves physicians, their families, and their employees through advanced planning of insurance and tax-sheltering strategies, both in personal and corporate environments.Transformed the business model to include a high-end lifetime service model for our clients, and focused the sales team for higher sustainable productivity.Negotiated alliances with major partners across Canada.

Provided customized insurance, investment, and tax shelter solutions to high net worth clients. Working with a network of front-end financial consultants, I use my specialized expertise and professional manner to show clients how to maximize their wealth.Set all time insurance production benchmark for the company in 2010.

Ontario

Focused on the development of both junior and established advisors, I brought increased productivity and financial success to the team while maintaining client satisfaction. Recruiting efforts also resulted in previously unseen growth to the Hamilton and Burlington office. I also worked with managers across the western GTA to adopt best practices and raise the region as a whole.

Financial planning, service, and sales of insurance and investment products. During my time as an advisor, I qualified for many incentives, often at the highest level possible. I worked with clients be educating them. Rather than selling to clients, I consult with them to help them make a purchase that's right for them.

Managed team responsible for nationwide recognition program for 3000+ members. Duties included technical design of systems, marketing design, and corporate-facing communications work as well as constant networking with senior management.

Ma

Education record