Retirement Prep-CourseSuccessfully researched aspects of retirement, resulting in “Retirement readiness” for future fulltime participationSuccess Metrics: • Extraordinarily organized closets resulting in daily time savings of 30 minutes• Spotless garage resulting in 15% decrease in annualized car maintenance• Negotiated Rogers bill resulting in an annualized savings of approximately 20%• Demonstrated willingness to travel to wherever there was good food and a beach• Networked on a regular basis with friends for dinner creating solid go forward relationships….and 10 pounds

• Product development, product enhancements, along with marketing/sales and positioning strategies for Segregated Funds• Ensure a competitive product shelf by monitoring research databases, networking with wholesalers and advisors, and facilitating enhancements per overall Segregated fund strategy• Work with third party fund vendors to develop co-branded marketing pieces promoting Manulife Investment products• Maintenance of business as usual for existing block of products with AUM of approximately $30B•Consolidation of Sales/redemptions and AUM statistics and analysis for complete product shelf (Segregated funds and Fixed products) along with Industry standings information on a monthly and quarterly basis.•Facilitate training as well as develop training materials for internal and external Wholesaling teams•Project manage Product/marketing initiatives when required

• Developed and delivered product-oriented training for new hires, dealing with spectrum of investment products, tax and compliance topics