Vice President Marketing
CurrentDevelop and execute the brand strategy, including market research, advertising and public relations, to enhance the firm's brand and attract new clients.
Sep 2024 - Present
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Shannon Macpherson Email & Phone Number
Marketing • Strategic planning • Leadership • Relationship management • Sales • Events • Project management
at
Optimize Wealth Management
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✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Marketing • Strategic planning • Leadership • Relationship management • Sales • Events • Project management
Location
Toronto, Ontario, Canada
Company size
Who is Shannon Macpherson? Overview
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Quick answer
Shannon Macpherson is listed as Marketing • Strategic planning • Leadership • Relationship management • Sales • Events • Project management at Optimize Wealth Management, a with 27 employees, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Shannon Macpherson.
Shannon Macpherson previously worked as Vice President Marketing at Optimize Wealth Management and AVP, Marketing Operations at Ia Wealth. Shannon Macpherson holds Canadian Securities Course from Canadian Securities Institute.
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Optimize Wealth Management
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Profile bio
About Shannon Macpherson
A sales and marketing professional with over 25 years of financial services experience creating and executing a wide range of proven strategies, designed to establish market presence and increase revenue and profitability. A proven team player who leads and motivates cross-functional teams.Specialties: • Strategic planning• Marketing operations • Relationship management• Team lead• Product marketing • Sales • Project management
Current workplace
Shannon Macpherson's current company
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Optimize Wealth Management
11 roles
Shannon Macpherson work experience
A career timeline built from the work history available for this profile.
Avp, Marketing Operations
Led a marketing team that is responsible for the planning and execution of all marketing activity for the iA Wealth group of companies (iA Clarington, iA Private Wealth & iA Capital Markets). Oversaw Production, Editorial, Creative Services, Digital & Events teams.
Oct 2018 - Dec 2022
Avp, Product Marketing & Communications
Led a marketing team to develop and execute iA Clarington’s marketing strategies and campaigns to create awareness and drive sales of its products and services.
Jan 2014 - Oct 2018
Vice President, Marketing & Communications
One Financial
Reporting to the CEO, responsible for the development of ONE Financial and its products’ brand, advertising, media, creative, marketing communications, performance reporting and vendor management
Aug 2011 - Jun 2013
Director, Product Marketing
Led the Product Marketing team in developing and implementing strategic product marketing plans that support the full complement of products being offered by Dynamic Funds and its affiliated organizations
Jan 2010 - Nov 2010
Senior Marketing Manager, Investment Products
Aegon Canada
Led Investment Product Marketing for AEGON Canada’s manufacturing divisions, Transamerica Life and AEGON Fund Management; responsible for the investment product marketing strategy and development including advertising, media, creative, marketing communications, and brand
Jan 2009 - Jan 2010
Alliance Brand Manager
Oversaw the marketing strategy for Fidelity’s products, services and programs in support of the Alliance business which totaled over $11 billion in assets
Apr 2005 - Oct 2008
National Account Manager
Built and maintained relationships with key institutional contacts within the banks and brokerages
Oct 1999 - Apr 2005
Account Officer, Investment Lending Services
Toronto-Dominion Bank
Apr 1998 - Oct 1999
Customer Service Representative
Trimark Investment Management Inc.
Nov 1997 - Apr 1998
Investment Lending Officer
Laurentian Bank, Agency Banking
Dec 1996 - Nov 1997
Team & coworkers
Colleagues at Optimize Wealth Management
Other employees you can reach at optimizewealthmanagement.com. View company contacts for 27 employees →
JM
Justin Maccabe
Colleague at Optimize Wealth ManagementToronto, Ontario, Canada
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TO
Tim Owen
Colleague at Optimize Wealth ManagementToronto, Ontario, Canada
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KZ
Karen Zeiger
Colleague at Optimize Wealth ManagementGreater Toronto Area, Canada
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MG
Monika Gabra
Colleague at Optimize Wealth ManagementMississauga, Ontario, Canada
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CL
Christian Laurence Cfp Pfp®
Colleague at Optimize Wealth ManagementBrantford, Ontario, Canada
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DT
Dave T.
Colleague at Optimize Wealth ManagementToronto, Ontario, Canada
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NS
Nicholas Swinton, Cim®
Colleague at Optimize Wealth ManagementToronto, Ontario, Canada
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KG
Kim Gillrie
Colleague at Optimize Wealth ManagementEdmonton, Alberta, Canada
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SS
Stephen S.
Colleague at Optimize Wealth ManagementCalgary, Alberta, Canada
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LT
Luciano Teodoro
Colleague at Optimize Wealth ManagementToronto, Ontario, Canada
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Justin Maccabe
Colleague at Optimize Wealth ManagementToronto, Ontario, Canada
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TO
Tim Owen
Colleague at Optimize Wealth ManagementToronto, Ontario, Canada
View →
KZ
Karen Zeiger
Colleague at Optimize Wealth ManagementGreater Toronto Area, Canada
View →
MG
Monika Gabra
Colleague at Optimize Wealth ManagementMississauga, Ontario, Canada
View →
CL
Christian Laurence Cfp Pfp®
Colleague at Optimize Wealth ManagementBrantford, Ontario, Canada
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DT
Dave T.
Colleague at Optimize Wealth ManagementToronto, Ontario, Canada
View →
NS
Nicholas Swinton, Cim®
Colleague at Optimize Wealth ManagementToronto, Ontario, Canada
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KG
Kim Gillrie
Colleague at Optimize Wealth ManagementEdmonton, Alberta, Canada
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SS
Stephen S.
Colleague at Optimize Wealth ManagementCalgary, Alberta, Canada
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LT
Luciano Teodoro
Colleague at Optimize Wealth ManagementToronto, Ontario, Canada
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2 education records
Shannon Macpherson education
Canadian Securities Course
Canadian Securities Institute
Ba, Sociology
FAQ
Frequently asked questions about Shannon Macpherson
Quick answers generated from the profile data available on this page.
What company does Shannon Macpherson work for?
Shannon Macpherson works for Optimize Wealth Management.
What is Shannon Macpherson's role at Optimize Wealth Management?
Shannon Macpherson is listed as Marketing • Strategic planning • Leadership • Relationship management • Sales • Events • Project management at Optimize Wealth Management.
Where is Shannon Macpherson based?
Shannon Macpherson is based in Toronto, Ontario, Canada while working with Optimize Wealth Management.
What companies has Shannon Macpherson worked for?
Shannon Macpherson has worked for Optimize Wealth Management, Ia Wealth, Ia Clarington Investments, One Financial, and Dundeewealth Inc..
Who are Shannon Macpherson's colleagues at Optimize Wealth Management?
Shannon Macpherson's colleagues at Optimize Wealth Management include Justin Maccabe, Tim Owen, Karen Zeiger, Monika Gabra, and Christian Laurence Cfp Pfp®.
How can I contact Shannon Macpherson?
You can use AeroLeads to view verified contact signals for Shannon Macpherson at Optimize Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Shannon Macpherson attend?
Shannon Macpherson holds Canadian Securities Course from Canadian Securities Institute.
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