Miranda Mclean Email & Phone Number

Canada

Passionate about remedying the retirement crisis in Canada. Working to bring back defined benefit (DB) pension plans with lifetime income and inflation protection—at the same fixed cost as defined contribution (DC) or RRSP lump sum plans.

Toronto, Ontario, Canada

Pension consultant to incorporated business owners for Personal Pension Plan accounts, more commonly known as Individual Pension Plans (IPPs). Business development leader to 800+ financial advisors and accountants across Canada

Toronto, Canada Area

Project management for international fund-raising at private family office events, bookkeeping (QuickBooks), employee engagement, employee expense management, audit preparation, management of marketing and investor materials for trade shows and fund-raising efforts.

Toronto, Canada Area

Worked with families, business owners and individuals to bring a sense of financial ease by breaking down the complexity of insurance and empowering clients to protect what they value most. LLQP licensed.

GTA

Financial planning with a focus on retirement, estate planning and tax efficiency.Licensed to sell insurance and mutual fund investment solutions (LLQP, IFIC).Founded Business Networking Group for lead generation.

GTA

Highlights:- Mutual fund representative (IFIC)- Mortgage specialist - Relationships with 600+ higher net worth retail banking clients- Completed Retirement Planning Certificates I and II- Managed investment portfolios for a variety of time horizons and risk tolerance

Closed broker referred mortgages.Responsible for anchoring new clients to Scotiabank and for cross-selling. Switched in off-book assets and positioned portfolios. Grew branch book of business by 300% from the previous year.

GTA

Refinance and credit specialist.New account set up and maintenance.Investment account management.First point of contact. IFIC/Mutual Fund licensed.

Multiple Branches Across The GTA

- Treasury management- Compliance and anti-money laundering- Foreign exchange- Client delight - Practical banking knowledge

Cosmetics And Beauty Industry

Project Lead for the 2012 Market Wise Cosmetic Catalogue.Coordinated for company attendance at the Cosmoprof Convention in Hong Kong, 2012.Account Manager for Nygard Private Label Nail Polish.

UTM Investment Club

- Founding member of the Mississauga club- Marketing campaign manager- Key partner in increasing club membership by 40%- Coordinated presentation events and acquired notable guest speakers

Queen And Spadina

- Wrote case studies and used simple coding to upload to company web pages- Conducted research, interpreted data and applied results- Edited images in Photoshop- Managed client contact lists- Helped coordinate for Social Media Week 2011.

Toronto, Canada Area

CCSI distributes office supplies to college and university bookstores. Growing up around this family business provided many insights into the challenges of being an entrepreneur.

174 Spadina Ave Suite 506, Toronto ON M5T 2C2

- Assisted with seasonal garment buying - Wrote press release highlighting the use of sustainable fabric in high fashion- helped to increase revenues and online traffic - Networked with notable Canadian fashion designers

Bachelor Of Commerce & Finance, (B.Com, Maj. Econ, Spec. Marketing)

Activities and Societies: Undergraduate Commerce Society, UTM Ski & Snowboard Club, Philosophy Club, Student Tax Clinic, Rational Capital.

Education record