Scott E. Email & Phone Number

Markham, Ontario, Canada

Toronto, Ontario

At Qualified Financial Services, we help brokers who want to be better, be better.

Toronto, Canada Area

I promoted RBC Insurance's wealth products to independent advisors. I wholesaled the company's segregated funds and annuities to independent advisors north and east of the greater Toronto area. Sales increased in my territory by 30% over the most recent 12 month period. I also assisted the product development team with marketing and product improvements.

Toronto, Ontario

I promoted IA’s investment products to the MGA, MFDA and bank channels. I wholesaled the company’s savings and income products from Ontario to British Columbia. I was a member of team that made the company a leading segregated fund seller. Over the course of each year I connected with over 2,500 advisors via ballroom and office presentations, one-on-ones, and client meetings, resulting in company leading sales of GMWB and segregated fund-based RESP products.I increased sales and provided better field support by harmonizing company’s segregated fund messaging from Ontario to BC. I assisted product development team with product design and marketing, increasing number of competitive products and producing contemporary marketing campaigns.

Toronto, Ontario

I led and managed Money Concepts (Canada), where I oversaw sales and marketing and our in-house MGA.Our team doubled life insurance revenues to $1M by leading process re-engineering of service to advisors and increasing advisors’ knowledge of potential income from life insurance selling.We re-directed majority of life insurance business to parent company, resulting in more than half of insurance business going to parent company. I increased advisor retention by opening channels of communication, re-creating sense of partnership between franchisees and head office.I prepared and presented company to potential buyers, in collaboration with head of administration, resulting in company’s sale to Industrial Alliance where 99% of advisors and assets were retained post transaction.

Toronto, Ontario

My team recruited new assets and representatives to dealer, I led Money Concepts franchise system, and National Financial Insurance Agency Inc. – Life insurance MGA, and the marketing of AEGON Dealer Services Canada Inc. and Money Concepts.I prepared and managed budgets and was a member of AEGON Canada senior management team.My team grew assets by over $500M by recruiting new advisors to dealership and increasing production from current advisor base.We restructured franchise hierarchy to better distribute revenues, resulting in better long-term organizational stability and more balanced revenue distribution.

Toronto, Ontario

I oversaw Transamerica’s 14 company-owned brokerage offices where I re-engineered compensation and contract by developing profit-sharing model, resulting in more profitable distribution channel.I maintained and enhanced relationships with Ontario based MGAs with my team of 4 wholesalers.

Toronto, Ontario

I managed Ontario sales targets of life insurance and segregated fund products sales to independent advisors for Ontario,While there, my team of three wholesalers produced over half of company’s total national production. We exceeded sales targets 10% by reinvigorating relationships with, and wholesaling to distributors.We re-established NN as a prominent player in Ontario MGA network by following a prescribed client contact system.