As a member of the Retirement Solutions group, I am responsible for the development and execution of the retirement strategy at Mackenzie Investments. My focus is on developing and supporting the delivery of an end-to-end holistic suite of retirement focused products and solutions.

As a member of the Manulife Investment Management (MIM) Private Markets Strategy team, responsibilities include execution of strategy development across all private markets asset classes (real estate, private equity, private credit, timberland, farmland, and infrastructure). Strong focus on collaboration with teams across functional groups, geographies and business units to grow existing products, new product research and development, geographic expansion, channel expansion, management reporting, consultative research and governance framework.

As a part of the Manulife Investment Management (MIM) Private Markets Product team, accountabilities included product development with a focus on High Net Worth individuals (HNWI) strategy development. Led the development of the first HNW Timberland/Farmland feeder fund across Canada, US and Asia with a strong focus on collaboration with teams across functional groups, geographies and business units.

As part of the Wealth and Asset Management group, my focus is on overall program management of several global initiatives working across various business lines and geographies. I support in planning, building out and executing on our global strategy and provide materials for strategy discussions with the Wealth and Asset Management Steering Committee, Executive Committee as well as the Board of Directors.

As part of the Products & Services group, I am responsible for the ongoing oversight and management of our investment product shelf. Fully accountable for product P&L with a strategic focus on growing managed product assets. I ensure that the Canaccord Genuity Wealth Management business channel is fully supported by enabling Investment Advisors to deliver best in class investment solutions and an exceptional client experience.

As part of the Products & Services group, we are accountable for the development, implementation, and ongoing support of our investment product shelf with a strategic focus on growing fee based assets and providing a superior client experience. I am responsible for supporting the Canaccord Genuity Wealth Management business channel by enabling Investment Advisors to deliver best in class investment solutions and an exceptional experience to their clients.

Canaccord Genuity Wealth Management meets investors' individual needs by searching the globe for investment opportunities. Drawing from our global network, we look at both the bigger picture and the finer details. This enables us to deliver long-term investment strategies, as well as informed, near-term solutions that make a difference locally to wealth management clients in Canada, Australia, the UK, and Europe.As part of the Products & Services group, our focus is on wealth management advisory services as well as program & product development. I am responsible for various technological and strategic initiatives that deliver best-in-class products &services which allow advisors to build great client relationships while still increasing their operational efficiency.

Our group is responsible for providing best in class investment platforms and support to the TD Wealth Management Private Investment Advice business channel, enabling Investment Advisors to deliver superior investment performance and experience to their clients. Our platform includes all types of managed solutions – SMA separately managed accounts, fee-based brokerage and Advisor / Portfolio Manager – representing some of the fastest growing business segments in the industry and in our firm. We build and execute business strategy and development plans, new product development and program evolution initiatives.

As a member of the Managed Investment Solutions team, we are committed to working together with investment professionals to build their client-centric fee-based practices by developing best-in-class fee-based programs and business development initiatives. We are responsible for program strategy and design, general product and program management, marketing and sales tool development, program education and training, pricing and proposal support, as well as competitive intelligence and industry analysis.In addition, I am implementing and managing an advisor compensation program that is currently being rolled out to all Investment Advisors in Canada. I am in charge of the management, metrics and analytics used to calculate the current and future revenue streams of this new program. I am also responsible for monthly preparing executive reports reflecting targets set out in the various business cases.