Revitalized a legacy real estate development company through strategic acquisitions and restructuring efforts. Successfully executed a new strategic plan that included divesting underperforming assets and acquiring new properties with enhanced return potential.Led the submission of an RFP for a mid-market construction project involving three historically significant buildings. Innovatively structured financing terms, leveraging a blend of non-traditional, traditional, and CMHC financing.Drove comprehensive property management both internally and externally, ensuring optimal operational efficiency. Additionally, orchestrated a restructuring of financial systems and controls, reinforcing robust governance and oversight.

Established and achieved registration for the firm as an Exempt Market Dealer(EMD) under the oversight of the Alberta, British Columbia, and Ontario Securities Commissions.Formulated an encompassing compliance system, including the development of intricate policies and procedures functions. Spearheaded the creation of an advanced accounting, technology, and compliance platform through comprehensive research and meticulous construction.Initiated and fortified an exacting selection process for portfolio managers, cultivating and maximizing enduring connections with Portfolio Managers, Chief Investment Officers, Investment Consultants, Pension Trustees, and pivotal decision-makers.Engineered, managed, and harnessed multiple essential consultant databases, bolstering the firm's information resources.Provided crucial assistance and guidance to investment managers throughout the Due Diligence Questionnaire (DDQ), Request for Information (RFI), and Request for Proposal (RFP) processes.Established and sustained relationships with prominent media outlets including the Wall Street Journal, National Post, and BNN.Secured a contract to market a Canadian Hedge Fund, successfully steering the fund into the market.Triumphantly navigated the complex process of obtaining distribution approval within major Canadian banks.

Devised, executed, and oversaw a comprehensive business development strategy aimed at promoting High Net Worth private pools to senior IIROC financial advisors across Canada.Precision-targeted marketing endeavors were directed towards the top 250 Investment Advisors in Canada, yielding optimal results.Guided and assembled an accomplished national team, instrumental in generating new sales worth $1.5 Billion.Engineered and implemented streamlined sales reporting procedures, enhancing efficiency and insight.Cultivated and nurtured robust relationships with pension consultants, a cornerstone of our engagement strategy.Formulated a research-driven business development model, grounding decisions in meticulous analysis.Spearheaded the creation, support, and advisory for three Separately Managed Accounts (SMA's), driving client satisfaction and growth.Actively participated in global market discussions, synthesizing complex data into pertinent information for dissemination within the retail advisor network.Authored and distributed a weekly report encompassing current investment themes, strategies, and holdings.Demonstrated impactful presentation skills that contributed to the successful closure of accounts exceeding $1 million.

Accomplished Vice President with a tenure spanning 1995 to 2010 at CI Capital Markets, adeptly leading strategic initiatives and driving exceptional growth. A seasoned expert in developing investment theses and ideas for large-cap fundamental accounts, with a demonstrated ability to present small-cap IPOs and secondary offerings to portfolio managers. Recognized as a Global Asset Managers specialist, proficiently analyzing macroeconomic trends and individual security research to inform investment strategies. Adeptly monitored daily market activity to dynamically adjust investment theses. Instrumental in establishing new investment banking relationships, broadening the firm's connections.At CI Investments, played an integral role in the transformation of Canada’s largest independent asset manager, contributing to asset growth from $9 billion to an impressive $100 billion in AUM. Notably achieved remarkable sales growth, elevating long-term sales from $17 million to a notable $1.4 billion in assets over seven years. Elevated awareness of CI’s product solutions and services, successfully presenting solutions to prospects, clients, and industry organizations. Strategic in crafting and executing a territory management plan for the team. Skillfully managed high-performing teams while providing essential support to the regional team and management.Key contributor in strategic decision-making through researched insights on competitor financial products and services, global market trends, and innovative sales opportunities. Navigated the acquisition and integration of 10 competitor companies. An engaging presenter with a proven track record of delivering impactful presentations to clients, prospects, and industry initiatives. Expertly presented detailed product information and dynamic sales techniques to large audiences. Designed and executed training programs, marketing materials, and promotional campaigns, enhancing overall brand positioning and client education.