Ray Snoei Cfp® Ciwm Cim® Fcsi Ris Email & Phone Number

Ontario, Canada

Simcoe - Muskoka

Simcoe-Muskoka, Ontario

• Deliver customized financial plans that blend aspects of estate planning, taxation, business transition and investment management• Maintain ongoing client communication and accessibility • Identify and adhere to clients’ long-term financial goals – in order to create a meaningful difference in their lives• Manage day-to-day portfolio decisions, informed by institutional-quality research and robust investment selection process• Offer clear, informed advice regarding investment… Show more • Deliver customized financial plans that blend aspects of estate planning, taxation, business transition and investment management• Maintain ongoing client communication and accessibility • Identify and adhere to clients’ long-term financial goals – in order to create a meaningful difference in their lives• Manage day-to-day portfolio decisions, informed by institutional-quality research and robust investment selection process• Offer clear, informed advice regarding investment solutions, with transparent disclosure of fees and commissions Show less

44 King Street West, Toronto

• Integrated Scotiabank's Private Client Group products and services into independent advisor channel to enhance customer experience and wealth management process• Liaised with various business lines to communicate Advisor value-add and marketing strategy, resulting in 50% beat on referral targets • Coached advisors on all aspects of financial planning, wealth management, consultative sales and marketing via one-on-one meetings, National Conferences and practice management boot camps

Toronto, Canada Area

• Provide research and consulting services pertaining to wealth management strategy and implementation to senior leadership teams at national insurance and investment firms.• Project manager through all aspects of the consulting process: establish engagement criteria, construction and presentation of proposal to senior leaders, design and execution of research process and recommendations for action• Effect communication strategy with executives, branch managers and key employees that… Show more • Provide research and consulting services pertaining to wealth management strategy and implementation to senior leadership teams at national insurance and investment firms.• Project manager through all aspects of the consulting process: establish engagement criteria, construction and presentation of proposal to senior leaders, design and execution of research process and recommendations for action• Effect communication strategy with executives, branch managers and key employees that both facilitate ease of research completion and establish expectation of change• Present research findings inclusive of opportunities and barriers, recommend strategy and potential strategic partners inciting action of Senior Leadership Team Show less

Toronto, Ontario

• Coached and mentored investment advisors and Branch Managers throughout Canada, providing guidance in practice management and consultative selling to maximize sales and expand existing sales channels • Increased sales among advisors via product support and sales coaching to achieve 150% of annual sales target in Fee Based platform• On behalf of the firm, evaluated and recommended financial planning software and provided all training and implementation to branch managers and advisors… Show more • Coached and mentored investment advisors and Branch Managers throughout Canada, providing guidance in practice management and consultative selling to maximize sales and expand existing sales channels • Increased sales among advisors via product support and sales coaching to achieve 150% of annual sales target in Fee Based platform• On behalf of the firm, evaluated and recommended financial planning software and provided all training and implementation to branch managers and advisors (PlanPlus) Show less

Toronto, Canada Area

• Contributed to strategy and execution as a member of the senior management team and recruited and coached branch managers and financial advisors in offices throughout Ontario and Eastern Canada• Developed and executed regional business plan on time and under budget and employed unique understanding of the “advisor’s voice” in acting as liaison between branch managers, Head Office, Operations, Compliance and Senior Management Team• Increased client attraction and retention by… Show more • Contributed to strategy and execution as a member of the senior management team and recruited and coached branch managers and financial advisors in offices throughout Ontario and Eastern Canada• Developed and executed regional business plan on time and under budget and employed unique understanding of the “advisor’s voice” in acting as liaison between branch managers, Head Office, Operations, Compliance and Senior Management Team• Increased client attraction and retention by facilitating quarterly branch meetings, professional development conferences, and Co-Chairing Financial Advisors’ Council Show less

• Fee-based financial planning approach to managing investment and insurance needs of small business owners, seniors and retirees• Employed portfolio construction techniques and life insurance strategies in offering peace of mind to clients resulting in high client satisfaction scores and retention levels• Skillfully marketed proprietary financial planning program via seminars, referrals and internet presence• Served as Program Chair for the Advisor Development Program… Show more • Fee-based financial planning approach to managing investment and insurance needs of small business owners, seniors and retirees• Employed portfolio construction techniques and life insurance strategies in offering peace of mind to clients resulting in high client satisfaction scores and retention levels• Skillfully marketed proprietary financial planning program via seminars, referrals and internet presence• Served as Program Chair for the Advisor Development Program, Simcoe-Muskoka Chapter of Advocis, 2003 Show less