
Timeline
About me
I help people make work optional. Turn fear into hope. Plan and control their financial future.
Education

John taylor collegiate winnipeg manitoba
-Economics
Experience

Greenboro homes ltd.
Nov 1993 - Dec 1997General sales manager• 85% increase in home sales and $11,000,000 increase in revenues in year #1.• Transformed relations between management, operations and sales enhancing communication, retention and customer satisfaction.

Sun life/clarica - pullen williams financial solutions ltd.
Feb 1998 - Apr 2005Management roles - agent/owner - pullen williams financial solutions ltd.BRANCH MANAGEMENT ROLES:Sun Life/Clarica - Manager Sales Training • Developed and implemented – 16 Steps to Success sales training program for new agents.• Spearheaded – initiative to recruit and train university grads – “U-Rec” Program.• Double digit increases in key management performance indicators for recruiting and retention.Sun Life/Clarica - Recruiting Manager • Revamped hiring strategies with renewed focus to agent retention• Re-engineered Field Training Manager role.• Achieved increased hiring ratios, pre-licensing closing ratios, retention ratios.Sun Life/Clarica - Senior Agent Business Manager • Transformed agency morale and communication by addressing relations between management group and senior agents.• Developed and implemented strategies to maximize new business growth on existing blocks of business.• 30% Increase in market share through new business development.• 25% Increase in agent remuneration which directly impacted management remuneration.Pullen Williams Financial Solutions Ltd. Edmonton, AB.CEO/President/Director/Agent• Achieved agent of the year status in year one of operations.• Qualified for Presidents Club – top 2% of producers corporately.• Achieved Century Club Status annually. Show less

Access commercial real estate financing
May 2005 - Sept 2017Ceo/president/broker• Catapulted annual fee revenue from $100,000 in year #1, to $685,000 in year #2.• Focus – Business Development, Contract negotiation, Presentations to Lenders, Funding.• Successfully financed – land, industrial, office, retail, hotel, apartment, seniors, multi-family and residential construction projects through Canada.• Developed – systems and procedures for all aspects of brokerage, including hiring, training, underwriting, business development, legal and compliance documentation and manuals. Show less

Prairie commercial mortgage corp.
Oct 2017 - Jan 2021Vice president - associate broker, director sales and business developmentCommercial Mortgage Financing Expert

Future values estate & financial planning
Jan 2021 - nowFinancial security advisorSterling Rempel, President of Future Values Inc., is very pleased to announce the expansion of Future Values Estate & Financial Planning to serve clients in Edmonton & area.Effective January 2021,L. Gordon Williams has joined the firm. Gord is former President, Broker and Managing Partner of Pullen Williams Financial Solutions Ltd.Gord will work directly with clients in the Edmonton area, and can connect virtually to serve clients throughout Alberta and British Columbia. Our firm, Future Values Inc., is licensed to provide insurance & financial services to clients in BC, AB, SK, MB & ON.The ability to engage virtually with clients now, creates the opportunity for these two industry leaders to work collaboratively to help clients to make smart decisions about their money, take care of their heirs, protect their wealth, minimize taxes, and magnify their charitable giving.We are excited about our enhanced capacity to provide financial advice, services, and solutions to a growing number of current and future clients, and to help them align purpose with their finances. Show less
Licenses & Certifications

Certified emotional fitness coach - 2011
Volunteer Experience
Volunteer/Director
Issued by CFRN Good Neighbour Fund
Associated with L. Gordon WilliamsVolunteer Captain
Issued by Weekend to End Breast Cancer on Mar 2006
Associated with L. Gordon WilliamsCoach - Fathers Team
Issued by Upbuilding Ministries of Canada on Jan 2000
Associated with L. Gordon WilliamsCoach
Issued by Indoor Soccer on Jan 2006
Associated with L. Gordon Williams
Languages
- enEnglish
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