Matthew Fishman Email and Phone Number
Matthew Fishman work email
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Matthew Fishman personal email
I am a passionate sales leader with a strong track record of successfully establishing and growing businesses, attracting, developing and retaining prominent talent, and driving results within highly competitive markets. I have been in the financial services industry for over 20 years in a variety of leadership roles. Currently, I am responsible for managing and leading Programmed Insurance Broker's Wealth Management, Life Insurance and Group Benefits teams to provide an exceptional experience for our clients.Prior to joining PIB, I was accountable for developing Serenia Life Financial’s strategy for growth within the independent distribution channel across Canada.I am visionary leader, a strategic thinker, and a loyal business coach and mentor to many.Key Leadership Value: · Strategic planning & implementation · Leadership development, mentorship & executive coaching · Optimizing advisor and client experience · Leading change management · Maximizing growth opportunities · Attracting & retaining top producersIt would be my pleasure to connect with you,Mattmatthew@matthewfishman.ca
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Vice President, Wealth Management And Insurance SolutionsPib (Programmed Insurance Brokers Inc.) Oct 2023 - PresentResponsible for leading the Wealth Management, Life Insurance and Group Benefits teams to provide an exceptional experience for our clients. -
Avp, Broker Distribution And Inside SalesSerenia Life Financial 2022 - 2023Waterloo, Ontario, CanadaResponsible for managing and leading the firm’s strategy for growth within the independent distribution channel across Canada. -
Avp Strategic Partnerships & National InitiativesFinancial Horizons Group 2021 - 2022Kitchener, Canada AreaResponsible for enhancing key business partnerships, national programs and strategic initiatives and play a lead role in expanding digital strategy and innovation to build value for financial advisors across the country. -
National Director, TrainingFinancial Horizons Group 2019 - 2021Led the Training & Development organization responsible for the creation and execution of strategic initiatives, tools and resources focused on building value for financial advisors and sales leaders across Canada.
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Branch Manager, Continuum Financial CentresFinancial Horizons Group 2018 - 2019Kitchener, Canada AreaLed a team of financial advisors managing over 30,000 clients across Canada, and established client experience, financial planning and business continuation models to drive top-line growth.
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MemberSt. Jacobs Community Association 2016 - 2021St. Jacobs, On
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Regional Vice-PresidentSun Life Financial 2010 - 2017Waterloo, OnLed the second largest region in the country with sales power of over 600 focused on providing holistic financial advice to nearly 235,000 Canadians with over $4B in Assets Under Management. -
Financial Centre ManagerSun Life Financial 2007 - 2010Pickering, OnLed a top-ranked Financial Centre focussed on providing clients with holistic financial advice, new advisor recruitment and development, and senior advisor coaching and partnership while fostering a progressive and inspiring culture of success.
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Regional ManagerSun Life Financial 2005 - 2007Calgary, AbPartnered with leadership in Western Canada and responsible for the recruitment and development of new managers and for providing coaching, training, and support for senior managers.
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Training ManagerSun Life Financial 2003 - 2005St. Catharines, OnResponsible for providing training and development for 50 financial advisors through joint field work, classroom training, individual case consultations and business coaching.
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Financial AdvisorSun Life Financial 2001 - 2002Niagara, OnOperated a successful financial services practice and generated superior sales results through the marketing of life insurance, health insurance, and investment products by leveraging a client-focused, needs-based sales process.
Matthew Fishman Skills
Matthew Fishman Education Details
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Specializing In Finance And Administration
Frequently Asked Questions about Matthew Fishman
What company does Matthew Fishman work for?
Matthew Fishman works for Pib (Programmed Insurance Brokers Inc.)
What is Matthew Fishman's role at the current company?
Matthew Fishman's current role is VP, Wealth Management & Insurance Solutions.
What is Matthew Fishman's email address?
Matthew Fishman's email address is ma****@****ife.com
What schools did Matthew Fishman attend?
Matthew Fishman attended Western University.
What skills is Matthew Fishman known for?
Matthew Fishman has skills like Leadership, Talent Development, Strategic Planning, Change Management, Business Relationship Management, Business Coaching, Estate Planning, Disability Insurance, Financial Planners, Critical Illness, Financial Planning, Financial Services.
Who are Matthew Fishman's colleagues?
Matthew Fishman's colleagues are Sean Bentivoglio, Mba, Charles Wood, Angie Murray, Gba, Jo-Ann Goupil-Plut, Dave Rikley, Danielle Shaw, Jordan Mcintyre, Ribo.
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Matthew Fishman
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Matthew Fishman
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