Patrick Mallory Cfp, Cim Email & Phone Number

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Toronto, Canada Area

Duties include reviewing asset mix of clients and realigning with investment objectives when needed, booking and holding client portfolio review meetings as well as maintaining client meeting spreadsheet, watching cash levels in client accounts to ensure new money is invested in a timely manner, checking and updating client quarterly letters, being one of the main point of contacts for all client queries as well as issues and concerns.Prospective client duties include booking and organizing sales trips, sourcing new prospective clients, maintaining database of prospective client contact information, sales tracking, maintaining prospect lists, completing Requests for Proposals as they are received.Marketing duties include updating and creating new slide decks for prospective and current client meetings, updating and proofing other marketing materials like factsheets, proofing client quarterlyletter, managing organization of marketing events, spearheading new marketing initiatives.

Markham

Prospect and engage with new and old clients looking for indoor, outdoor signs and other print services

Elmira

Serving customers with their personal day-to-day banking needs with exceptional customer service. Having effective and informational conversations to help determine and provide suitable financial products and services needed on a current and future basis.

Toronto Area, Guelph Area

Home, Auto, Business, Travel, Life, Critical Illness, Group Benefits, Segregated funds and annuitiesHere's What You Can Expect With Your Insurance : •More coverage and increased policy limits•Multi-product discounts •In-house claims experts available to handle your claims quickly and fairly •After hours emergency service 24 hours a day, 7 days a week •Convenient payment options, including Internet payment and monthly pay plans

Markham Ontario

Dedicated to assisting individuals, families and small businesses create a solid financial plan by integrating six disciplines of financial planning: -Tax Planning-Investment Planning-Retirement Planning-Estate Planning-Risk Management-Cash Management

Stouffvill Ontario

-Supervised 60 employees which included counsellor, Lifeguards and Directors of each division. -Was a liaison between Parents and the camp itself.-Did The payroll for all staff. -Arranged special events which included organizing special events for Campers and Socials for employees.

Guelph Ontario

Assisted students in life skill acquisition including cooking, swimming socialization and supervision of out of school events for students aged 16-21

Stouffville Ontario

Provided supervision of the overall waterfront program including two pools and a pond area(canoeing) More specifically supervised and trained ten to fifteen lifeguards/swim instructors who gave swim instruction and provided a safe environment to fifteen hundred campers over the summer

Guelph Ontario

Provided remedial instruction to students, worked with class teacher on lesson plans

St Andrews New Brunswick

Supervised the hotel fitness area, ran the food and beverage concession at the pool and gave individual swimming lessons

Stouffville Ontario

Helped develop program and routines for special needs youth including those with Aspergers and Cerebral palsy

Bachelor Of Applied Science (B.A.Sc.), Child, Youth And Family Studies

Education record