The past 20+ years in the Financial Services Industry has taught me a great deal about finances and financing options. Having worked with Canada’s largest Credit Union and Canada’s largest private Mortgage Default Insurer, I developed a deep understanding of mortgage financing and have had the privilege to work with and train many people in our industry. Whether you are buying your first home, moving up the property ladder, building a portfolio of rental properties or looking at… Show more The past 20+ years in the Financial Services Industry has taught me a great deal about finances and financing options. Having worked with Canada’s largest Credit Union and Canada’s largest private Mortgage Default Insurer, I developed a deep understanding of mortgage financing and have had the privilege to work with and train many people in our industry. Whether you are buying your first home, moving up the property ladder, building a portfolio of rental properties or looking at financing a commercial property - I understand that getting it right the first time is key and I am here to help you achieve your goals. Show less

Developed and managed multi-level relationships with assigned Credit Unions, Banks, Mortgage Lenders, Mortgage Brokers and RealtorsFacilitated dialogue to develop a deep understanding of my clients' strategic priorities and collaborate on how our partnership can help them achieve their strategic objectivesDeveloped and executed sales and marketing strategies, with the focus of driving sales and increasing/maintaining market share with clientsFacilitated product, industry… Show more Developed and managed multi-level relationships with assigned Credit Unions, Banks, Mortgage Lenders, Mortgage Brokers and RealtorsFacilitated dialogue to develop a deep understanding of my clients' strategic priorities and collaborate on how our partnership can help them achieve their strategic objectivesDeveloped and executed sales and marketing strategies, with the focus of driving sales and increasing/maintaining market share with clientsFacilitated product, industry specific, and skills training that address identified client needs; building their knowledge base and helping them grow their business Show less

Led the product management and promotion and acted as the product specialist of a retail lending portfolio valued in excess of $9B Led and managed cross-functional product development and promotion projects, including product marketing campaigns focused on achieving targets and driving profitable business results. Developed and maintained multi-level, internal and external relationships including those across divisions at Vancity, with Vancity’s senior management, and Vancity’s… Show more Led the product management and promotion and acted as the product specialist of a retail lending portfolio valued in excess of $9B Led and managed cross-functional product development and promotion projects, including product marketing campaigns focused on achieving targets and driving profitable business results. Developed and maintained multi-level, internal and external relationships including those across divisions at Vancity, with Vancity’s senior management, and Vancity’s advertising agencyReviewed competitive and market research to understand trends and support recommendations on pricing and other product features - refining the existing product offering to ensure marketability and competiveness Show less

Led and managed a region of 20 Investment Specialist who manage over 6000 investors with over $265 Million in assets under administrationDeveloped and implemented strategies and programs to enhance overall team performance and achieve set targets and objectivesDeveloped, and maintained relationships with Branch Managers, Directors, VPs, and Mutual Fund Wholesalers

Managed the Vancouver Branch which consisted of 2400+ members and $90M in AUMProvided leadership and coaching to a team of up to 5 financial services professionals, increasing sales, and maintaining customer satsifactionLed and managed the Vancouver Banking Centre staff through a period of significant change and transition while keeping them engaged and maintaining service levelsManaged the Bank's $35M Strategic Alliance Portfolio including: managing internal and… Show more Managed the Vancouver Branch which consisted of 2400+ members and $90M in AUMProvided leadership and coaching to a team of up to 5 financial services professionals, increasing sales, and maintaining customer satsifactionLed and managed the Vancouver Banking Centre staff through a period of significant change and transition while keeping them engaged and maintaining service levelsManaged the Bank's $35M Strategic Alliance Portfolio including: managing internal and external relationships, analyzing the portfolio, providing recommendations, creating and implementing changes to policies and proceduresManaged the Bank's operational procedures, created efficiencies and managed riskRepresented the Bank and collaborated with leaders across the Group of Companies on cross-functional projects Show less

Coached and developed Account Managers and Mutual Funds Associates in providing aspects of financial advice to Vancity members Coached Financial Services Managers and Branch Managers on how to coach employees (Coached the Coach)Co-authored an internal Financial Planning e-learning course with a focus on financial advice, and increasing referrals across other lines of businessLed a team of managers in developing and implementing a transition (Change Management) plan for… Show more Coached and developed Account Managers and Mutual Funds Associates in providing aspects of financial advice to Vancity members Coached Financial Services Managers and Branch Managers on how to coach employees (Coached the Coach)Co-authored an internal Financial Planning e-learning course with a focus on financial advice, and increasing referrals across other lines of businessLed a team of managers in developing and implementing a transition (Change Management) plan for Vancity’s merger with Greater Victoria Savings and InsuranceCreated and implemented a training plan for Vancity’s merger with Greater Victoria Savings and Insurance which included recruiting a new employee and managing a budget Show less

Co-managed a unionized branch with approximately 30 employeesEngaged in recruiting, coaching, performance management and progressive discipline activitiesEngaged staff in the development and sucessful execution of a business development plan to achieve sales targetsFacilitated weekly meetings focussed on sales, and changes in policies, procedures,products and services

Developed and grew a book of accounts by building relationships to allowing me to meet and exceed sales targets Discussed both investment and lending options including, but not limited to Term Deposits, Mutual funds (RRSP, RESP and non-registered accounts), Loans, Lines of Credit, and MortgagesDetermined member needs and facilitated referrals across the group of companies as neededRepresented the Branch at speaking engagements and community eventsOrganized the… Show more Developed and grew a book of accounts by building relationships to allowing me to meet and exceed sales targets Discussed both investment and lending options including, but not limited to Term Deposits, Mutual funds (RRSP, RESP and non-registered accounts), Loans, Lines of Credit, and MortgagesDetermined member needs and facilitated referrals across the group of companies as neededRepresented the Branch at speaking engagements and community eventsOrganized the 2003, 2004 and 2005 branch RRSP Campaigns -engaging staff to meet and exceed branch sales targets Took on the role of Branch Compliance Office for the mutual fund licensed representatives Show less