About me
I began working in the financial services industry in 1999. I have worked as a Mortgage Specialist and Broker, a licensed Mutual Funds Sales person, Licensed Life Insurance Agent, an Account Manager for both Personal and Business Banking, and most recently as a Branch Manager with one of Canada's largest banks. As a past business owner and consultant, I've also worked with small & medium businesses, both established and start ups in the area's of business development, marketing and sales management as well as providing guidance with traditional and non-traditional financing solutions including private equity and venture capital. I've developed a reputation as a seasoned sales veteran & people manager with over 12+ years cross industry experience in business development and marketing.
I now work as an independant consultant helping families and businesses review their current financial situations. Having gained experience in a variety of roles with Canada's leading banks and brokerage firms, I'm able to assist individuals, families & businesses as they navigate through the many options available to them, and more importantly, as they select the products and solutions that best answer their needs. Because I don't work for a particular bank, I can take the time to listen to your needs and work with you to find a suitable solution.
I also continue to provide Business Consultancy services in the area's of Leadership and Change Management, helping businesses as they grow and expand into newer, emerging markets and as they decide to take their business to a new, higher level!
This site will eventually include a blog where I will share my thoughts along with relevant articles from the Canadian Financial Industry and my Consulting business.
For more information, please feel free to use the contact page.
I now work as an independant consultant helping families and businesses review their current financial situations. Having gained experience in a variety of roles with Canada's leading banks and brokerage firms, I'm able to assist individuals, families & businesses as they navigate through the many options available to them, and more importantly, as they select the products and solutions that best answer their needs. Because I don't work for a particular bank, I can take the time to listen to your needs and work with you to find a suitable solution.
I also continue to provide Business Consultancy services in the area's of Leadership and Change Management, helping businesses as they grow and expand into newer, emerging markets and as they decide to take their business to a new, higher level!
This site will eventually include a blog where I will share my thoughts along with relevant articles from the Canadian Financial Industry and my Consulting business.
For more information, please feel free to use the contact page.