Theo Heldman, Cpa, Ca, Cfa, Icd.D ⁞ Executive ⁞ Strategy ⁞ Finance ⁞ Operations Email & Phone Number

Discovery…Results-driven wealth management executive with experience in strategy, finance, operations and regulatory oversight.I have an entrepreneurial attitude and innovative spirit, and see obstacles as creative challenges. I have a special ability to cut through confusion and get to the heart of an issue, and instinctively know when and how to escalate issues to the right level.My career spans successive leadership roles within Trimark during its growth phase, Invesco Canada, and an executive position at i3 Advisors, a boutique investment counselling firm. I have a track record of building teams, developing talent, improving processes and implementing strategies in both growth and restructuring environments.I’m known for prioritizing goals and getting things done, while focusing on quality of results above everything else. It’s one of my strengths. I’m persistent and keep my cool when the going gets tough.I have an analytical mindset for focusing on revenue and profit growth, a trait I developed at Trimark and one that I am frequently consulted on throughout my career. I have an insatiable desire to make progress and help others find ways to get things done better, quicker and more economically.My peers say that one of my strengths that’s helped me be successful is my agility - I can be analytical as well as intuitive, assertive or patient, and confident and humble as the situation requires. I’m also known for my clear communication style. I have a knack for taking complex issues, explaining them in simple terms and effectively conveying ideas to executives and staff.One of the things that’s helped make me an effective leader is listening to people and building relationships within and outside organizations, so I can access the resources needed to build consensus around solutions that everyone can support.

Listed skills include Risk Management, Accounting, Strategic Planning, Sarbanes Oxley Act, and 13 others.