Melissa Dupuis Email and Phone Number

Focusing on asset management in real estate, our company manages multi unit residential properties in Niagara and Hamilton + surrounding areas; we also have a condominium management division offering coverage from Niagara to Toronto

Actively partnering with the MIC leadership team and support partners to identify, recommend, develop, implement and execute strategies, initiatives and continuous improvement (CI) activities to enhance the client experience and support MIC national expansion and growth. Strategies, initiative and CI work includes continuing to build MIC's value proposition, enhancing the MIC discovery and advice processes and procedures, ensuring compliance with regulatory procedures pertaining to MFDA licensing, reporting and analytics, marketing, learning, people change management and communications.

As one of the very first MIC's, I was part of the proof-of-concept of this role and instrumental in moving it towards a pilot program and now our team is rapidly expanding across CIBC nationally. The focus of this role is to provide tailored financial advice via values-based planning, targeting the investment and retirement planning needs of our clients.A proactive approach to sourcing new clients and growing our existing client base is key. I participate in community events and also work in partnership with branch based advisors to identify and analyze clients needs and goals and recommend suitable solutions and strategies. Developing strong branch and mobile sales relationships is essential to my role, which is built on a partnership to deliver a superior client experience together with advice that is 'best in class'.

Provide wide range of financial advice to clients, with commitment to delivering a differentiated client experience.

Providing borrowing solutions to clientele who do not fit standard bank lending criteria, sourcing new clients from retail services database, management of contacts to source new business.

All bookkeeping, account reconciliation and payroll administration, drafting of legal documentation and reports to clients, management and fulfillment of law society requirements for timely mortgage discharges, disbursement of client trust funds, etc.