Simon Daniels Email & Phone Number

Ashby-De-La-Zouch, England, United Kingdom

Maple&Rose Wealth Management Limited is an appointed representative of 2plan Wealth Management Ltd. Which is authorised and regulated by the Financial Conduct Authority. Ltd company name is entered on the FCA register (www.FCA.org.uk) under no. 1015179

Ashby-De-La-Zouch, England, United Kingdom

Ashby-De-La-Zouch, England, United Kingdom

Ashby-De-La-Zouch, England, United Kingdom

Montreal, Quebec, Canada

- Proposing investment solutions through consultation with strategic and institutional clients - Focusing on business development and sales into key retail, institutional and strategic alliance accounts - Being the face of Mackenzie to our major stakeholders, key contacts and prospects - Rallied Institutional consultants around themes inspired by Mackenzie and Power Corp. thought leadership -Developed my local strategic sales plan by account to identify quality new business relationships - Represented Mackenzie at Institutional conferences and forums, notably in North America, but also in Europe. - Managed a province-wide team of 4 sales professionals to targets and budget. - Developing and maintaining strong relationships with senior professionals and executive management of institutional, retail and partner organizations - Raising awareness of Mackenzie Institutional investments and services through targeted prospecting activities into the Quebec Institutional marketplace - conceptualized and implimented roadshow events into our strategic alliance business network - Provided support to other members of the sales and client service team and guidance to the support staff

Montreal, Canada Area

• Responsible for the Island of Montreal territory strategic alliance between Mackenzie Financial and Laurentian Bank of Canada (47 individual branches, 7 assistant Vice Presidents and over 100 individual registered mutual fund salespersons).• Acted as an “on the ground” information bridge to Laurentian Bank a Tier 1 Canadian bank and Mackenzie Investments senior management on the sales success of the bank and more specifically my personal territory.• Principal resource for the suite of Mackenzie Investment Funds offered through the Laurentian Bank retail network in Quebec.• Liased with senior executives within Laurentian Bank to support our corporate strategic alliance vision and assure complete information exchange and transparency between Mackenzie and Laurentian Bank.• Intervened in select client meetings leveraging my detailed experience in investment sales to close large sales. In 2014 Mackenzie Investments realised $834 million in mutual fund gross sales through our network alone.• Organised recognition programme and social events to encourage sales and recognise the hard work of the advisors in my region.• Implemented service contract guaranteeing meeting frequency with my advisors and senior management to ensure excellent and clear communication and engender an open door policy between Laurentian Bank and Mackenzie. • Leveraged my presentation skills extensively in both French and English; both within the branch network (internal stakeholders) and with clients in seminars and events (external stakeholders) to further both the Mackenzie and Laurentian brands and to secure stakeholder buy-in for new sales initiatives.• Brainstormed and created new investment sales tools used in-branch by my sales team.• Acted as a troubleshooter bridge between Mackenzie and Laurentian front and back offices in order to resolve any customer service issues.• Managed my expense budget to within company policy limits