Ty specializes in helping affluent individuals, families, businesses, professionals and senior executives achieve thier wealth management goals and maximize and exceed their return on investment.

Ty specializes in helping affluent individuals, families, businesses, professionals, and senior executives achieve their wealth management goals and maximize and exceed their return on investment.

Responsibilities include:• Managed, prospected and developed high net worth clients’ personal and business accounts• Provided advice to clients on the following range of investment products: Discretionary investment managed products, government debt, corporate bonds, commercial paper, mutual funds, canadian and international equities, preferred shares, exchange traded funds• Specialized in developing individual financial solutions to meet high net worth clients’ investment, retirement, financial, insurance and estate planning needs• Prospected high net worth clients through cold/warm calls, networking groups, seminars, direct mailing, chamber of commerce, trade shows and previous personal business contacts• Communicated to Clients in English, Chinese (Cantonese), French, Malay and Indonesian(647)888-4036

Responsibilities include:• Managed, prospected and developed high net worth clients’ personal and business accounts at CIBC Imperial Service/CIBC Private Banking• Provided advice to private banking clients (CIBC Imperial Service-best personal and small business clients of the bank) on the following range of investment and credit products: Discretionary investment managed products, government debt, corporate bonds, commercial paper, mutual funds, and personal and business line of credit facilities • Specialized in developing individual financial solutions to meet high net worth clients’ investment, retirement and estate planning needs at CIBC Imperial Service/CIBC Private Banking• Prospected high net worth clients through cold/warm calls, networking groups, seminars, direct mailing, Chamber of Commerce, trade shows and previous personal business contacts• Exceeded lending and investment products’ sales targets by 118%• CIBC achievers Top Team and Individual Awards winner• Communicated to Clients in English, Chinese (Cantonese), French, Malay and Indonesian

Motivated, managed, trained, hired and supported local sales representatives with existing clients as well as to the attainment of new clients in the high technology vertical markets specializing in the movement of high-value and time - sensitive freight• Developed new and existing partnerships at a National level totaling over $20 Million/yr• Exceeded new sales target by 132%• Purolator Courier’s President’s Club Award Winner

Responsibilities include:• Liaised between Head Office and all stores – implemented marketing strategies-communicated goals and objectives to store managers and salespeople• In-charge of corporate marketing strategies and advertising campaigns in Ontario, Quebec and the Maritimes• Oversaw 18 stores and over 100 salespeople• Trained store managers and salespeople in effective management and selling strategies• Negotiated with various manufacturers to obtain superior products at competitive prices in Video merchandises worth in excess of $200 Million/yr