Lawrence R. Mccann work email
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Lawrence R. Mccann personal email
An innovative and creative business development leader with the vision, commitment, broad technical background, packaging and consensus building skills required to develop, deliver and manage leading investment product, service and advisory platforms. Adaptable and versatile, able to think strategically at the highest levels and execute as required, building strong, long-term partnership relationships with all constituents. Well-known for consistently conceiving and creating innovative, successful and profitable ways of delivering value-added advice, products and services to wealth management clients.
Fidelity Clearing Canada Ulc
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Vp Sales And Relationship ManagementFidelity Clearing Canada UlcToronto, On, Ca
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Senior Manager, Strategic Development, Private TrustTd Private Wealth Management 2015 - 2016Toronto, Canada AreaResponsible for the successful development and execution of a comprehensive business strategy to increase the capacity and refocus the resources of the Private Trust business on the Private Wealth Management target HNW market. -
Regional Manager, Wor & One, Wealth Advisory ServicesTd Private Wealth Management 2013 - 2015Toronto, Canada AreaResponsible for leading, coaching an providing direction to the Wealth Advisory Services field team comprised of High Net Worth Planners, Business Succession Advisors, Will & Estate Planners and Estate Planning Advisors. Worked closely with regional and local TD Wealth Management partners to ensure that the teams' limited resources were managed and deployed to achieve local HNW market share, product penetration and revenue objectives.
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Senior Manager, Managed Investment SolutionsTd Wealth 2012 - 2013Toronto, Canada AreaLead a team of Product Specialists responsible for managing the Separately Managed Account, Privately Managed Account and Fee Based Brokerage platforms for TD Wealth Private Investment Advice. Lead the final-stage product development and business launch of the firm's innovative Unified Managed Account platform delivering increased levels of flexibility and functionality to Advisors and their clients.
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Vice President, CbidPerimeter Markets Inc. 2008 - 2012Toronto, Canada AreaResponsible for the management, growth and development of Perimeter's CBID fixed income marketplace. Launched in 2001, CBID remains Canada's only electronic, multi-dealer bond market operated specifically for the Advisors, Counsellors, traders and firms that serve individual investors.
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Director Of DevelopmentSecond Opinion Investor Services Inc. 2007 - 2008Toronto, Canada AreaResponsible for the development of Second Opinions' innovative platform of unbiased investment portfolio analysis including PortfolioCHECK, PerformanceCHECK and ManagerSEARCH products. -
Strategy ConsultantNational Bank Of Canada 2006 - 2007Toronto, Canada AreaContracted to complete a series of projects involving business analysis and strategy development for key components of the National Bank's Wealth Management business lines. -
Svp & Director, Products & ServicesBlackmont Capital 2002 - 2006Toronto, Canada AreaResponsible for the development, deployment and growth of the Blackmont’s innovative fee-based, multi-manager wrap and insurance platforms. Co-lead the development and deployment of the firm's online account access system (Envoy) and Professional Development Program.
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Director Of Corporate CommunicationsRockwater Capital Corporation 2002 - 2004Toronto, Canada AreaResponsible for all aspects of the Rockwater’s corporate communications. Crystallized the firm’s vision and core principles into clear and consistent messaging running through all media – websites, pitch books, press releases, earnings releases, annual reports and both internal and external executive communications. Involved in all aspects of the communications process, from concept and consensus development, drafting, editing, managing suppliers through to publishing, printing and delivery. -
Vice President & Manager, Private Wealth ServicesMerrill Lynch 2000 - 2001Toronto, Canada AreaCoordinated the strategic efforts of senior management in building an appropriate firm-wide response to the High Net Worth market opportunities in Canada – including the expansion of the Private Wealth Services team to six members. While continually supporting the UHNW client acquisition and servicing activities of Financial Consultants across Canada, worked with all of the business and operations units inside the firm to increase our ability to operate successfully in this most competitive marketplace. Through these efforts, Canada’s Private Wealth Services team became the benchmark by which the firm’s other Private Wealth Services units were judged. -
Estate Planning SpecialistMerrill Lynch 1995 - 2000Toronto, Canada AreaAs the first Estate Planning Specialist in Ontario, earned the trust and respect of the individual Financial Consultants as an integral component of their value-added advisory teams. Worked with clients’ existing tax and legal advisors, as well as the firm's own resources, to deliver truly comprehensive and coordinated Retirement and Estate Plans for clients, creating a steady stream of High Net Worth client referrals. These referrals allowed one of the most successful insurance operations in the firm to be built in the Toronto Complex. At the core of this success was the creation and implementation of the innovative Comprehensive Retirement & Estate Planning process.
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Investment AdvisorMidland Walwyn Capital Corp 1995 - 1997Toronto, Canada Area -
Sales RepresentativeLondon Life 1990 - 1995Toronto, Canada Area
Lawrence R. Mccann Skills
Lawrence R. Mccann Education Details
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Economics, Finance, Marketing -
Fr. Henry Carr S.S.Advanced Studies
Frequently Asked Questions about Lawrence R. Mccann
What company does Lawrence R. Mccann work for?
Lawrence R. Mccann works for Fidelity Clearing Canada Ulc
What is Lawrence R. Mccann's role at the current company?
Lawrence R. Mccann's current role is VP Sales and Relationship Management.
What is Lawrence R. Mccann's email address?
Lawrence R. Mccann's email address is la****@****pfin.ca
What schools did Lawrence R. Mccann attend?
Lawrence R. Mccann attended University Of Toronto - University Of St. Michael's College, Fr. Henry Carr S.s..
What skills is Lawrence R. Mccann known for?
Lawrence R. Mccann has skills like Leadership, Estate Planning, Financial Advisory, Alternative Investments, Fixed Income, Business Relationship Management, Insurance, Retirement Planning, Sales, Financial Planning, Portfolio Management, Investments.
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