Michael Atkinson

Michael Atkinson Email and Phone Number

Senior Vice President, Strategy @ Beem Credit Union
Michael Atkinson's Location
Vancouver, British Columbia, Canada, Canada
Michael Atkinson's Contact Details

Michael Atkinson personal email

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About Michael Atkinson

Michael Atkinson is the Senior Vice President of Strategy at Beem Credit Union, with a wealth of expertise in banking, strategic planning, and financial management.Michael believes in and has demonstrated a strong commitment to continuous learning. He holds a Master of Science in Economic Policy, a Master of Business Administration, and a Bachelor of Arts. Additionally, he earned his Associate Certificate in Financial Planning from BCIT and is a Certified Financial Planner Professional.With a career spanning over three decades, Michael has honed his skills across various domains within the financial sector. His tenure at Beem Credit Union has been marked by visionary leadership and strategic insight. In 2023, he led the largest merger of two credit unions in Canadian history, showcasing his expertise in mergers and acquisitions.Renowned for his commitment to customer service, Michael excels in leading retail operations, wealth management, and financial planning divisions. His leadership and initiatives have made Beem (formerly Gulf & Fraser) one of the fastest-growing credit unions in Canada. Passionate about financial literacy and wellness, he has been instrumental in helping members achieve their financial goals through sound advice.Michael's achievements have been recognized by the Canadian Credit Union System, earning him the Credit Union National Young Leader Award. He has also collaborated with the Filene Research Institute, a think tank dedicated to advancing the credit union movement and supporting consumer financial well-being.Beyond his professional achievements, Michael is a dedicated educator, serving as an instructor at the British Columbia Institute of Technology (BCIT). His commitment to shaping the next generation of financial professionals underscores his dedication to knowledge dissemination and mentorship.

Michael Atkinson's Current Company Details
Beem Credit Union

Beem Credit Union

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Senior Vice President, Strategy
Michael Atkinson Work Experience Details
  • Beem Credit Union
    Senior Vice President, Strategy
    Beem Credit Union Jan 2024 - Present
    British Columbia, Canada
    Gulf & Fraser and Interior Savings merged to become Beem Credit Union on January 1, 2024. After successfully leading the merger effort for Gulf & Fraser - I will continue in my role as SVP Strategy for the second largest provincially regulated credit union in British Columbia.Responsible for leading the strategy business unit which includes brand, communications, research and development and execution of the corporate strategy. In this role, I work with the executive team and Board to future proof, identify opportunities, define the external environment, emerging requirements, organizational interdependencies and risks from an enterprise-wide view. Working across the organization to ensure alignment of the organization to the brand promise, vision and strategy.
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  • Bcit
    Instructor
    Bcit Sep 2009 - Present
    Burnaby, British Columbia, Canada
    Current instructor for Macroeconomics (Econ 2200) and Microeconomics (Econ 2100)Past courses include Organizational Behavior and Essentials of Management
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  • Gulf & Fraser
    Senior Vice President, Strategy And Planning
    Gulf & Fraser Nov 2022 - Jan 2024
    Vancouver, British Columbia, Canada
    Responsible for leading the corporate strategy development, merger and acquisition activity, organizational project and business planning. In this role, I work with the executive team to identify opportunities, define the external environment, emerging requirements, organizational interdependencies and risks from an enterprise-wide view.
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  • G&F Financial Group
    Senior Vice President, Member Experience And Advice
    G&F Financial Group Jun 2021 - Nov 2022
    Burnaby, British Columbia, Canada
    Responsible for the management and execution of the credit union’s wealth management and retail banking portfolios. This includes developing strategies to grow G&F’s business, increase the wallet share and build lasting financial relationships within the G&F membership and surrounding communities, ensuring initiatives and procedures related to the delivery of wealth management and banking sales and services strategically align with the credit union objectives.
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  • G&F Financial Group
    Senior Vice President, Wealth And Advice
    G&F Financial Group Jun 2018 - Jun 2021
    Burnaby, British Columbia, Canada
    Strategic Leader for one of the fastest growing Credit Unions in Canada. Responsible for the oversight and delivery of advice in the credit union and the strategic direction and operations of the Wealth Management including the IIROC, MFDA and Insurance business lines.
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  • G&F Financial Group
    Vice President, Wealth Management
    G&F Financial Group Aug 2012 - Jun 2018
    Burnaby, British Columbia, Canada
    Strategic Leader for a successful Credit Union. Responsible for the overall growth of G&F Financial Group as well as operation of the wealth mangement division including IIROC, MFDA and insurance operations.
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  • Vancity
    Director, Sustainable Wealth Management
    Vancity Feb 2008 - Aug 2012
    Vancouver, British Columbia, Canada
    * Responsible for the Mutual Fund Dealer Association (MFDA) and the Investment Industry Regulatory Organization of Canada (IIROC) operations with over $ 2.2 billion in assets, $18 million in revenue and 80 employees* Appointed President of Vancity Life Insurance Services Ltd. in 2011* Responsible for development and implementation of 2010 wealth management strategy refresh which resulted in growing sales, revenues and earnings to record levels in 2011* Scope of responsibilities includes strategic direction, people leadership, operations, sales and compliance
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  • Vancity
    Director, Investment Solutions
    Vancity Sep 2002 - Feb 2008
    Vancouver, British Columbia, Canada
    Responsible for all operations, sales, training and compliance for the Vancity Investments MFDA platformHighlights:* Developed and executed a mass market investment strategy in 2002* From a test pilot in 2003 grew the mass market investment delivery channel to over 80 employees, revenues in excess $7.5 million and managing over $650 million in assets * Achieved the 5 year business plan objectives of the mass market investment strategy at the end of the 3rd year of implementation * Responsible for all operations, sales, training and compliance for the Vancity Investments MFDA platform* Developed and implemented the Group Products strategy including delivery of Vancity group RSP and defined benefit program
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  • Vancity
    Branch Manager
    Vancity Oct 1997 - Sep 2002
    Vancouver, British Columbia, Canada
    Responsibilities include for the overall operation of the branch including all lending, investments, member services and administrationHighlights:* 2000 – 2002: Branch Manager of the West 4th Avenue Branch - Grew the funds under administration (FUA) by $63 million to $308 million in two years, a growth rate of 26% - Improved the efficiency ratio by 8.64% to 36.95% and grew net income by 31% in two years - Awarded the Georgia Strait 2001 Best of Vancouver Financial Institution Branch Award* 1998 – 2000: Branch manager of the Vancity Head Office Retail Branch * 1997 – 1998: Branch Manager Development Program which consisted of assignments within Vancity key business units including: operations, high limit credit approvals, marketing, treasury, human resources, information systems, audit and business services
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  • Vancity
    Retail Branch Positions
    Vancity Nov 1993 - Oct 1997
    Vancouver, British Columbia, Canada
    Various retail branch branch positions:Financial Services Representative, Financial Services Officer, Member Services Manager & Financial Services Manager.
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Michael Atkinson Skills

Investments Wealth Management Financial Services Strategic Planning Mutual Funds Financial Analysis Leadership Financial Advisory Economics Banking Finance Strategy Investment Strategies Credit Investment Advisory Analysis Media Relations Community Foundations Financial Planning Media Appearances Risk Management Strategic Financial Planning Personal Financial Planning Portfolio Management Change Management Business Strategy Mortgage Lending Relationship Management Retirement Planning Leadership Development Credit Risk Financial Risk Estate Planning Business Analysis Department Reorganization Project Management Behavioral Interviewing Tactical Planning Department Budgeting Project Planning Bayesian Inference Cross Functional Team Building

Michael Atkinson Education Details

Frequently Asked Questions about Michael Atkinson

What company does Michael Atkinson work for?

Michael Atkinson works for Beem Credit Union

What is Michael Atkinson's role at the current company?

Michael Atkinson's current role is Senior Vice President, Strategy.

What is Michael Atkinson's email address?

Michael Atkinson's email address is mi****@****ity.com

What is Michael Atkinson's direct phone number?

Michael Atkinson's direct phone number is (650)-234*****

What schools did Michael Atkinson attend?

Michael Atkinson attended University Of London, University Of Toronto - Rotman School Of Management, Alma Mater Studiorum – Università Di Bologna, Simon Fraser University, British Columbia Institute Of Technology, Simon Fraser University.

What are some of Michael Atkinson's interests?

Michael Atkinson has interest in Social Services, Economic Empowerment, Education, Poverty Alleviation, Animal Welfare.

What skills is Michael Atkinson known for?

Michael Atkinson has skills like Investments, Wealth Management, Financial Services, Strategic Planning, Mutual Funds, Financial Analysis, Leadership, Financial Advisory, Economics, Banking, Finance, Strategy.

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