John Ziolkowski

John Ziolkowski Email and Phone Number

VP and Director of Operations for MCO Private Wealth @ MCO Private Wealth
Toronto, ON, CA
John Ziolkowski's Location
Greater Toronto Area, Canada, Canada
John Ziolkowski's Contact Details

John Ziolkowski personal email

n/a

John Ziolkowski phone numbers

About John Ziolkowski

A Wealth professional providing business owners, professionals and their families with complete financial advice and service to help them achieve their life’s goals and dreams... Integrity, Commitment and SecuritySince graduating from Business in 1982, I have acquired more than 2 decades of professional business experience as an executive with many corporate firms. Track record for identifying and analyzing opportunities, developing strategies and implementing creative solutions for success. This has enabled me to demonstrate a full understanding of and appreciation for the individual planning needs of clients.Being actively involved in the community, I am committed to improving the lives of others through my direct involvement.As an experienced financial professional for over a decade, I know first-hand how important having a personalized plan is to achieving your financial needs, wants and goals in life. Working with a team of highly qualified financial services experts, I am dedicated to working with you to help you achieve your financial goals by providing simple and realistic strategies to build, protect and preserve your wealth.Specialties: Complete Financial, Insurance, and Wealth Management Solutions which includes: Personalized Investment, Insurance and Estate Planning. Corporate Group Benefits for business owners and companies. Extensive experience in Business Procurement, Marketing and Advertising, Sales Management, Contract Development and Negotiation. An experienced leader with a track record of building, inspiring and delivering highly successful teams.

John Ziolkowski's Current Company Details
MCO Private Wealth

Mco Private Wealth

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VP and Director of Operations for MCO Private Wealth
Toronto, ON, CA
Website:
globalmaxfin.ca
Employees:
32
John Ziolkowski Work Experience Details
  • Mco Private Wealth
    Vp And Director Of Operations For Mco Private Wealth
    Mco Private Wealth
    Toronto, On, Ca
  • Mco Private Wealth
    Vp & Director Of Operations For Mco Private Wealth
    Mco Private Wealth Mar 2023 - Present
    Greater Toronto Area, Canada
    John brings over 2 decades of professional business experience and 13 additional years in the financial services industry. His extensive business background compliments his expertise in Company Group Benefits and supports his client centric approach to Tax, Investment, Retirement, Insurance and Estate Planning. His creative flair and passion for innovative financial solutions serves his diverse clientele of successful business professionals and their families well. As a key partner of MCO Wealth Management, he prides himself on the promise of delivering an unforgettable world-class client experience with the goal of delivering financial freedom.
  • Global Maxfin Investments Inc
    Financial Advisor Through Global Maxfin Investments Inc.
    Global Maxfin Investments Inc Mar 2023 - Present
    Greater Toronto Area, Canada
    Mutual funds, exempt market products, alternative funds and ETFs are offered and regulated through Global Maxfin Investments Inc. Non-Mutual fund products and services are provided through “MCO Private Wealth”.
  • Global Insurance Solutions Inc.
    Independent Life Insurance Advisor Through Global Insurance Solutions Inc
    Global Insurance Solutions Inc. Mar 2023 - Present
    Greater Toronto Area, Canada
  • Manulife Securities Investment Services Inc.
    Mutual Fund Advisor
    Manulife Securities Investment Services Inc. Mar 2019 - Mar 2023
    Ontario, Canada
  • Sharma Wealth Management
    Associate Director / Group Benefits Specialist
    Sharma Wealth Management Mar 2019 - Mar 2023
    Mississauga, Ontario, Canada
  • Manulife Securities Insurance Inc.
    Life Insurance Advisor
    Manulife Securities Insurance Inc. Mar 2019 - Mar 2023
    Ontario, Canada
  • Investors Group Financial Services Inc.
    Associate Consultant
    Investors Group Financial Services Inc. May 2010 - Mar 2019
    Greater Toronto Area, Canada
    With the support of a wide range of financial experts in my regional office in investment, tax, retirement, banking, mortgage and insurance planning here at Investors Group, I'll help you keep abreast of increasing changes in the financial services industry that will help you make educated decisions to achieve your financial goals.Whether you're examining investment performance, wishing to customize your tax, retirement or insurance options, or possibly getting a mortgage through an Investors Group Mortgage Planning Specialist, you can be confident you'll have the necessary in-depth information you need to make your most important financial decisions.I'm dedicated to working with clients to ensure they achieve their financial goals and as a certified field trainer, I help other consultants reach their true potential through a hands on approach of mentorship and personal commitment.
  • Sears Canada
    Buyer Custom Home Decor
    Sears Canada Feb 2008 - Jan 2010
    Procurement and Marketing of Custom Home Decor businesses including Window and Floor coverings, Kitchen & Bath Renovations, Custom Storage Solutions and Kitchen Cabinet Refacing. Developed new 3rd party licensee agreements and negotiated Universal Terms & Conditions for all Decor suppliers.
  • Cari-All Industries
    National Accounts Manager
    Cari-All Industries Jan 2007 - Dec 2007
    Responsible for key National Account Management representing $20M in business. Negotiated buying agreements with customers and all suppliers and developed key processes to improve culture and productivity.
  • Ici Canada
    Resale Product Manager
    Ici Canada May 2004 - Jan 2007
    Responsible for the overall procurement of resale products for the companies 300 stores. Managed and directed the buying team of 5 and communicated the merchandise direction to stores. Developed and negotiated buying agreements with all suplliers and developed key processes to improve culture and productivity in the group. Chair of the Health & Safety Committee.
  • Hudson'S Bay Company
    Buyer Home Division
    Hudson'S Bay Company Sep 1982 - Jan 2003

John Ziolkowski Skills

Strategic Financial Planning Retail Sales Management Merchandising Management Team Building Analysis Investments Negotiation Estate Planning Insurance Leadership Financial Planners Account Management Coaching Forecasting Finance Contract Negotiation Marketing Sales Presentations Strategy Business Planning First Time Home Buyers Procurement Retail Category Management Licensed Life And Health Insurance Agent Financial Services Recruiting P&l Management Field Training Mentoring Advertising National Accounts Mutual Funds Wealth Real Estate Risk Management Strategic Planning Marketing Strategy Team Leadership Product Development

John Ziolkowski Education Details

Frequently Asked Questions about John Ziolkowski

What company does John Ziolkowski work for?

John Ziolkowski works for Mco Private Wealth

What is John Ziolkowski's role at the current company?

John Ziolkowski's current role is VP and Director of Operations for MCO Private Wealth.

What is John Ziolkowski's email address?

John Ziolkowski's email address is jo****@****ties.ca

What is John Ziolkowski's direct phone number?

John Ziolkowski's direct phone number is +141656*****

What schools did John Ziolkowski attend?

John Ziolkowski attended Investment Funds Institute Of Canada, Ifse Institute, Ryerson University.

What are some of John Ziolkowski's interests?

John Ziolkowski has interest in Social Services.

What skills is John Ziolkowski known for?

John Ziolkowski has skills like Strategic Financial Planning, Retail, Sales Management, Merchandising, Management, Team Building, Analysis, Investments, Negotiation, Estate Planning, Insurance, Leadership.

Who are John Ziolkowski's colleagues?

John Ziolkowski's colleagues are Patricia Scanlan, Jim M., Yusuf Osman, Mba, Lori Harley, Vicky Huang, Ricardo Portillo Cruz, Geoff Fage, B.eng.,pl.fin.

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