Peak Performance specializes in personal development consulting, training and coaching services for a variety of industries, including distribution, technology, financial services, public sector and manufacturing. In my role I am responsible for developing relationships and building.

Visioneering Partners Inc. founded in 1993 is a privately held professional software consulting firm serving the insurance and securities industry. In 1999 Visioneering Partners launched its first product, a Client and Wealth Management product focused to serve the intermediary community in the financial services marketplace.Responsible for developing a new business practice within the financial services marketplace to sell VPI products and services.Accomplishments• Won a contract with a large insurance company to develop a web-based solution for their defined contribution pension business unit.• Won a subsequent project to redesign their Internet architecture from a product orientation to a customer orientation. • Won a major contract with a large customer loyalty management company to rebuild back office systems for one of Canada’s largest credit cards to better integrate with a new web based shopping portal.

Zurich Canada is one of the country’s leading providers of home, auto, asset management, and life insurance protection to Canadians, their families and businesses. Current annual premiums are $600 million.Responsible for defining and creating an asset management or Group RRSP business within an integrated Life and Property Casualty target market business unit, including operations, customer service and administration.Accomplishments• Increased assets on the books by more than 25% prior to product launch • Designed a competitive and differentiated group RRSP product to meet the needs of small and mid-sized Canadian businesses• Operationalized the launch of the Wealthguard segregated funds in January 1999. Increased assets to $10 million.• Added investment products and administration for Zurich Canada’s Employee’s Defined Contribution pension plan for its launch in the first quarter of 1999.

A privately held mutual fund complex and group dealer that was established in 1995, Open Access sold and distributed its own family of mutual funds and had investments of $ 140 million, which represented some 3500 unit holders. These funds were sold in 1997. Today, the organization markets it’s own and other mutual funds and GIC’s through its group retirement asset accumulation product, Open Access. The funds are offered primarily through consultants and brokers and participants in Group RRSP’s, DPSP’s and Defined Contribution Pension Plans comprise the bulk of the company’s business. Recruited as an equity partner to manage the business of the new organization and maximize the unique opportunity and competitive advantage presented by Open Access. Reporting to the President and the Board of Directors was directly accountable for sales, business development, marketing, administration, information systems, customer service and finance.Accomplishments• Increased assets from approximately $10 million to $45 million• Re-organized customer service and administration to accommodate the higher volumes and more complex transactions associated with the Open Access product• Negotiated an agreement for a new computerized pension system which enabled the company to more effectively administer its Open Access business• Through an extensive series of focus groups and customer information surveys, refined and modified the product and its sales distribution system and business development• Identified opportunities for savings in external audit fees and trustee administration which resulted in cost reductions of 35% and 66% respectively.