Helen Kain

Experience

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  RBC Wealth Management

  Feb 1981 - Dec 1992

  Administrative Assistant to Ontario Sales Manager of Royal Bank Investment Management and predecessor companies. I started with A. E. Ames & Company in an administrative capacity, and began studying industry courses immediately. I completed the course work and sat the exams for Ontario Securities Course, the Registered Representative exam, The Options License, Canadian Investment Management and the Chartered Financial Analyst (CFA™) Designation. Upon passing Level 1 of the CFA, I became an Investment Counsellor/Portfolio Manager. Show less

  • Vice President

    Jan 1985 - Dec 1992

  • Adminstrative Assistant

    Feb 1981 - Jan 1985
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  Sceptre Investment Counsel

  Jan 1993 - Dec 2001

  Vice President & Director

  Investment Counsellor & Portfolio Manager for Private Clients. While at Sceptre, I was responsible for $300 million in assets under management for 150 clients, whose portfolios ranged in size from $250,000 to $35 million. These assets included pooled funds and segregated accounts. Clients comprised individual, corporate, foundation, trust and estates. Along with the Chairman of the firm, I was involved in product development for pooled and mutual funds and the Flexible Investment Account.I very much enjoyed making presentations at client and pooled fund annual meetings on economics, investment performance and investment process, and wwas instrumental in the development and implementation of new quarterly reporting for clients, including individual client performance, as well as writing quarterly material for pooled and segregated fund reporting. Show less

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  CFA Society Toronto

  Jan 1993 - Jan 1994

  Past President

  Founded in 1936, CFA Society Toronto (formerly Toronto Society of Financial Analysts Inc.) is a not-for-profit organization supporting the professional development and advancement of CFA® charterholders. The society provides member services including educational programs, sponsored events, employment postings, and networking opportunities.The Toronto Society membership is comprised of portfolio managers, investment analysts, corporate finance executives, academics, and other investment professionals who practice in a variety of fields, including investment counseling and management, banking, insurance, investment banking and brokerage firms, government agencies, regulators, and the financial media.CFA Society Toronto is affiliated with CFA Institute, the global body that administers the Chartered Financial Analyst curriculum and sets voluntary, ethics-based performance-reporting standards for the investment industry. The Society has over 9,000 members making it Canada's largest member Society, and one of the top three largest Societies globally. Show less

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  Phillips, Hager & North Investment Management

  Jan 2002 - Apr 2011

  Vice President

  Phillips Hager & North was Canada's largest privately owned investment counselling firm with over $70 billion in assets under management. The firm was sold to the Royal Bank of Canada in 2008.My primary role was Investment Counsellor/Portfolio Manager for High Net Worth Individuals, managing pooled funds and segregated assets. My clients included individuals, corporations, foundations, trusts and estates. It was here that my interest in coaching and leadership development was sparked. I was propelled by an insatiable curiosity about what was important to the clients whose money we managed. What were they trying to DO with their resources? Fund retirement, educate children or support charitable endeavours? Of something else entirely different? This intense interest in how we could best meet our clients’ needs - financial, emotional and practical - lead me to seek more specialized training. As a holder of the Chartered Financial Analyst designation, I had good grounding in the financial aspects. I turned to Coaching and Motivational Interviewing training to help with the rest, along with research into motivation, effective change and human excellence. This focus resulted in long-standing relationships of mutual trust and confirmed my interest in the human side of the investment business.As Managing Partner of our Toronto and Montreal offices and Member of our Private Client Management Committee, I worked closely with four partners across our five offices to ensure we had the best quality and consistent practices for client service, investment management and employment opportunities for our people. My responsibilities also included compliance oversight for the portfolios and and liaison with our technology department to ensure our technology platform supported both our clients and our people at PH&N. Show less

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  The Coaching House

  May 2009 - Mar 2017

  Founder and CEO

  The Coaching House, a Toronto based executive coaching firm, was merged into Authentic Impact in 2017. At The Coaching House, we help individuals, teams and organizations achieve their full potential. Our evidence-based coaching approach is deeply rooted in Positive Psychology, Appreciative Inquiry, Motivational Interviewing and brain science. We employ a unique set of tools, expertise and experience to create engagement, renewal, focused performance and transformational change. Show less

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  Authentic Impact

  May 2011 - now

  Co-Founder

  With a laser-focus on business priorities, we provide our clients with what’s needed, when it’s needed. Authentic Impact is a fast-growing leadership development, executive coaching and consulting firm. We help professionals get clear on business priorities, develop a deep understanding of their strengths and how to best deploy them for themselves and their teams. Our clients include Fortune 500, entrepreneurial, financial services, technology, and higher education organizations. As trusted partners, we listen, coach and lead individuals and teams to higher levels of growth and success. Authentic Impact’s customized, coherent and effective process is the product of many years of global business experience backed by science. We cut through the noise and distractions that mire down performance, shed light on what’s truly important and what can be left behind. We zero in on the right things so leaders and team members are stronger, more confident, more engaged, more resourceful and, ultimately far more productive. Every team and every team leader is different; every company has different goals and priorities. Our team shares a passion for continuous personal and professional growth and for finding the right solutions for every client. Our proven approach is easily implemented and ensures consistent results, every time. Show less