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FUNZONE, brings innovative consumer products to the North American retail marketplace.

Collaboratively works alongside clients to ensure RBC I&TS has a superior understanding of their needs and effectively addresses them with tailored advice and solutions.Delivers knowledge across regulatory, product and economic developments by leveraging the expertise of industry thought leaders as well as the intelligence of RBC I&TS.Ensures RBC I&TS asset servicing solutions remain agile and competitive by providing client insights to inform continual enhancement of product… Show more Collaboratively works alongside clients to ensure RBC I&TS has a superior understanding of their needs and effectively addresses them with tailored advice and solutions.Delivers knowledge across regulatory, product and economic developments by leveraging the expertise of industry thought leaders as well as the intelligence of RBC I&TS.Ensures RBC I&TS asset servicing solutions remain agile and competitive by providing client insights to inform continual enhancement of product functionality and identification of future trends to business heads. Show less

• Head of Corporate Communications for a number of public companies • Handled all aspects of investor relations and media relations• Developed and designed all marketing material, presentations, websites and press releases• Part of corporate finance group • Attended and set-up all aspects of trade-shows and investor road shows

• Analysed competitive market information to develop future products and business solutions• Created and implemented a strong business plan for the company from its inception• Developed and designed all marketing material and presentations• Assumed all responsibility for sales within the retail channel of British Columbia• Trained extensively in alternative investment products

• Managed this territory of $1.2 billion as well as 1200 brokers and financial planners• Headed the integration of a major acquisition within the British Columbia region• Increased CI’s market share and assets through creating and presenting seminars in the areas of tax planning, estate planning, portfolio construction, macroeconomics and market & investor psychology• Acted as liaison between the money managers (12 external management firms, 500 funds and structured products) and… Show more • Managed this territory of $1.2 billion as well as 1200 brokers and financial planners• Headed the integration of a major acquisition within the British Columbia region• Increased CI’s market share and assets through creating and presenting seminars in the areas of tax planning, estate planning, portfolio construction, macroeconomics and market & investor psychology• Acted as liaison between the money managers (12 external management firms, 500 funds and structured products) and advisors to communicate current position and financial forecasts Show less