Kevin Smith, Cfp® Email & Phone Number

Ontario, Canada

Toronto, Canada Area

Kevin uses a personalized, multi-generational approach to help clients grow, protect and transition their wealth. He works with high-net-worth families, small business owners, and pre-retirees to create customized financial plans that synchronize all aspects of their wealth – from cash management to protecting their assets, investments, charitable giving, and transferring wealth to the next generation in a tax-efficient manner. His approach to investment management focuses on maximizing… Show more Kevin uses a personalized, multi-generational approach to help clients grow, protect and transition their wealth. He works with high-net-worth families, small business owners, and pre-retirees to create customized financial plans that synchronize all aspects of their wealth – from cash management to protecting their assets, investments, charitable giving, and transferring wealth to the next generation in a tax-efficient manner. His approach to investment management focuses on maximizing risk-adjusted returns over the long term so clients can confidently pursue their goals and a more secure financial future for their families. Show less

• Responsible for creating and executing client events, programs and new initiatives to assist in maintaining great relationships and establishing new business• Renewing season seat holder accounts, retaining revenue and up-selling existing business•Implemented, monitored and evaluated sales tracking programs to improve current marketing and customer purchasing process•Successfully pursued sales through cold/ warm calls, prospecting for group outings, season seat holders, and casual… Show more • Responsible for creating and executing client events, programs and new initiatives to assist in maintaining great relationships and establishing new business• Renewing season seat holder accounts, retaining revenue and up-selling existing business•Implemented, monitored and evaluated sales tracking programs to improve current marketing and customer purchasing process•Successfully pursued sales through cold/ warm calls, prospecting for group outings, season seat holders, and casual sales• Manage over 250 Season Seat Holder accounts Show less

•Established and maintained relationships with various levels of customers, including casual fans, business leaders and season seat holders•Provided exceptional customer support and problem solving to our fans via telephone, email and on-site visits•Developed a high proficiency with PCI and the Archtics Ticketmaster ticketing systems•Successfully pursued sales through cold/ warm calls, prospecting for group outings, season seat holders, and casual sales•Exceeded all new… Show more •Established and maintained relationships with various levels of customers, including casual fans, business leaders and season seat holders•Provided exceptional customer support and problem solving to our fans via telephone, email and on-site visits•Developed a high proficiency with PCI and the Archtics Ticketmaster ticketing systems•Successfully pursued sales through cold/ warm calls, prospecting for group outings, season seat holders, and casual sales•Exceeded all new, renewed, and group sales goals, while ensuring a memorable customer service experience•Completed a variety of duties integral to the setup and take down of marketing and game day activations Show less

•Effective project lead for region wide facilities analysis database•Established and maintained professional relationships with all division and facility managers of the Niagara Region Parks and Recreation Department•Successfully presented an application for additional funding for website development and activation to City Council on behalf of the N.S.C.•Drafted a proposal to the Niagara District School Board gaining authorization to perform various facilities analyses