Paula Needler Email and Phone Number
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Paula joined SAFEBRIDGE Financial Group in 2010 with over twenty years of experience in the Financial Services industry. She started her career with CIBC as an Imperial Service Advisor before joining Mortgage Alliance of Canada. As a Consulting Support Manager, Paula helped build a team of over 400 Mortgage Agents across Canada by providing unparalleled training, tools and coaching to help each individual enhance and grow their own mortgage practice.Paula then set her sights on joining SafeBridge as the Manager of Compliance and Contracting, and has also helped mould and define the entire “Onboarding” experience for new team members. In addition, Paula was the driving force behind the implementation and development of the “SafeBridge Underwriting Network” (SUN) launched in late 2012 which provides a truly value added service for all internal members of the SafeBridge team. She regularly hosts weekly and monthly training and is committed to the success of each team member.Paula is married to her best friend Jamie, and they have a son who keeps them busy representing their home town rep hockey and lacrosse teams, of which Paula is the Vice President of the hockey association. As a family, they spend the majority of their free time on the lakes of Muskoka on their family boat surrounded by friends and family
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Director Of Operations And ComplianceSafebridge Private Wealth 2010 - PresentToronto, Ontario, Canada -
Manager Of Compliance And ContractingSafebridge Financial Group Sep 2010 - Present1500 Don Mills Road, Toronto Ont“At SafeBridge, our vision is to drive transformational change in the Canadian Mortgage Industry by redefining the traditional customer experience through our proprietary Mortgage Centered Financial Planning approach™. As the originators of Mortgage Centered Financial Planning™, we take pride in providing our clients with a truly coordinated approach that encompasses the three largest financial decisions most Canadians will ever make. We believe that any financial decision specific to… Show more “At SafeBridge, our vision is to drive transformational change in the Canadian Mortgage Industry by redefining the traditional customer experience through our proprietary Mortgage Centered Financial Planning approach™. As the originators of Mortgage Centered Financial Planning™, we take pride in providing our clients with a truly coordinated approach that encompasses the three largest financial decisions most Canadians will ever make. We believe that any financial decision specific to one's mortgage, insurance or investment portfolio should be made in coordination with the other. This belief and focus is actively and intentionally lived out as we help not just our SafeBridge team, but also our many clients Experience. Growth. Together.” Show less -
Business Development ManagerSafebridge Financial Group Sep 2010 - 2020Our vision is to establish Safebridge Financial Group as a premier provider of customized financial solutions to Canadians by providing a fully integrated "One Stop Shop" service experience. Our mission is to help our clients and future clients decrease their taxes, increase and protect their assets, and convert or eliminate their debt through the creative use of mortgage, insurance and investment products. -
Consultant Support ManagerMortgage Alliance Aug 2003 - May 2010
Paula Needler Skills
Frequently Asked Questions about Paula Needler
What company does Paula Needler work for?
Paula Needler works for Safebridge Private Wealth
What is Paula Needler's role at the current company?
Paula Needler's current role is Director of Operations and Compliance at SAFEBRIDGE Financial Group.
What is Paula Needler's email address?
Paula Needler's email address is pa****@****ial.com
What are some of Paula Needler's interests?
Paula Needler has interest in Children.
What skills is Paula Needler known for?
Paula Needler has skills like Finance, Mortgage Banking, Residential Mortgages, Financial Services, Lines Of Credit, Home Equity Loans, First Time Home Buyers, Home Equity Lines Of Credit, Credit Analysis, Debt Consolidation, Refinance, Commercial Lending.
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Paula needler
Greater Toronto Area, Canada
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