Paul Mckenna Email & Phone Number

Toronto, Ontario, Canada

Toronto, Canada Area

• Responsible for sourcing and vetting exempt market investment products for Scotia Wealth Management
• Product shelf management for alternative assets including due diligence, research and advisory for 100+ hedge funds and semi-liquid private assets
• Creation of alternative investment content including thought leadership white-papers, quarterly pooled investments reports and the Scotia Alternative Assets Recommended List
• Alternative asset subject matter expert (SME) for regulatory, product risk and approval functions for Scotia Wealth Management including the Product Due Diligence Committee, Risk Rating Working Group and Chair of the.

Toronto, Canada Area

Since 1998, AJM Services has provided project and property management consulting services within the financial services industry.

Toronto

Volunteer executive role with Mimico Minor Lacrosse Association. Responsible for the planning and growth of Boys Field Lacrosse in Etobicoke.

• Reporting to the CEO, responsible for national, institutional and strategic account management. In June 2013, ONE Financial closed the All-Weather Profit Funds and ceased operations.
• Developed and managed all product and distribution relationships with IIROC and MFDA securities dealers, as well as supporting transfer agency, custodial and fund accounting vendor relationships
• Successfully established product distribution arrangements at more than 50 IIROC and MFDA dealers in the first 6 months after the launch of the All-Weather Profit Funds

• Responsible for product and business strategy for the mutual fund manufacturer and distributor subsidiaries ING DIRECT Funds Limited and ING DIRECT Asset Management
• Enhanced mutual fund Client Experience through an integrated sales process utilizing online and contact centre channels to improve client interactions
• Developed a comprehensive P&L model for ING DIRECT’s mutual fund businesses and led a cross-functional team tasked with establishing a long-term pricing strategy for the Streetwise Funds
• Responsible for compliance with all continuous disclosure obligations for the Streetwise Funds including annual and interim financial statements, Management Report of Fund Performance and implementation of Point of.

• Developed and implemented the mutual fund sales strategy and led the sales team that generated 3 consecutive years of sales growth for the Streetwise Funds and achieved 30% sales per call
• Grew assets from $200M to $600M, including $400M in the Streetwise Funds since the launch in 2008
• Improved operating efficiency and significantly reduced OPEX through the implementation of an industry leading online enrollment and trading platform
• Integrated mutual fund sales with other ING DIRECT products and implemented a lead generation program that doubled new client acquisition
• P&L responsibility for mutual fund subsidiaries of ING DIRECT on a consolidated basis
• Responsible for compliance with all regulatory and continuous disclosure obligations and led the transition project for Registration Reform (NI 31-103)

• Conducted a complete review of ING DIRECT’s mutual fund product line, identifying enhancements for the 3rd party fund distribution and online distribution
• Conducted product and client research that served as the foundation for the development and launch of the ING DIRECT Streetwise Funds in January 2008
• Responsible for Client Experience enhancements and led the implementation of a fully-electronic enrollment and mutual fund trading platform (industry first)
• Developed and executed all mutual fund marketing campaigns and client communications including direct mail, online display and SEM, social media and a quarterly client newsletter

• Responsible for managing institutional account relationships with assets of $750 million while building new relationships with private and public sector pension funds and institutional investors
• Liaised with Pension Consultants and Board members of individual and multi-employer pension plans on portfolio strategy and new investment opportunities
• Served as Chair of BBIM’s Product Committee and responsible for new product development, marketing and client communications
• Develop and implement an investor relations strategy and ongoing investor communication program for the Retrocom Mid-Market REIT IPO (TSX: RMM.UN)
• Responsible for post-IPO Investor Relations activities for the Retrocom REIT, including the dissemination of all company filings and continuous disclosure materials

• Provided strategic counsel to executive management teams of private (pre-IPO) and publicly traded Canadian companies on how to best leverage their Investor Relations activities and raise their capital markets profile
• Developed communications strategies targeting the professional investing community and provide outsourced Investor Relations expertise
• Managed Client’s relationships with the professional investment community to provide feedback regarding investor’s perception of the corporate strategy and initiatives
• Created and disseminated corporate communications including press releases, quarterly financial reports, annual reports and AGM presentations

• Led the post-merger integration of the Scudder and Maxxum sales organizations and established a multi-channel sales and product structure through the development of the Scudder Advisor Series
• Oversaw all Scudder Maxxum sales channels including direct, advisor and institutional platforms
• Managed key relationships with Pension Consultants, Defined Benefit and Defined Contribution plan sponsors and brokerage-based head office product managers and analysts
• Pioneered F-Series investing with advisors leveraging Scudder’s low-MER funds as a core holding for fee-based advisor business

• Developed and led the sales launch for the Scudder Funds entry in the Canadian marketplace in 1995 generating $650M in net sales in the first four years
• Expanded distribution channel, strategic alliances and partnerships with Canadian pension managers, brokerage firms, banks and insurance companies
• Responsible for hiring, training and developing a motivated direct sales team for the launch of the Scudder Funds of Canada
• Launched the flagship Scudder Investor Centre in downtown Toronto
• Created and presented Investor education programs including investor seminars and forums held in major cities across Canada

• Tripled Action Direct’s product penetration with Royal Bank clients in Ontario through direct relationship building and innovative marketing strategies in the field and at the corporate level of Royal Bank
• Responsible for overall sales and new account generation for Action Direct products in Ontario
• Managed a team of five District Sales Managers and eight phone representatives focused on increasing and supporting sales efforts within the Royal Bank Group
• IDA registered as Branch Manager-Ontario District responsible for effective supervision of Ontario based Investment Representatives

Executive Development Course, Business Management & Administration

Mini-MBA Cycle 1: Finance & Accounting, Marketing, Strategic Analysis, Negotiating and Human Resources

Bachelors, Mathematics

Activities and Societies: Varsity badminton, lacrosse teamBethune College

Education record

Education record