Experience

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  Cibc capital markets

  Jan 2000 - Dec 2015

  Investment advisor fcsi cim fma ~relationship manager~

  Relationship Manager/ Investment Advisor/ CIMHigh Net Worth relationship management for individuals, business owners and their families.RR. Ontario, Quebec, Alberta, British Columbia. OSC. IIROCDevelop external business referral sources through networking, marketing and centers of influence.Cultivate strong partner relationships within the CIBC business structure.Professional Sales Closer.

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  Canadian securities institute (csi) fcsi, cim, fma *investment advisor~experienced sales closer~

  Sept 2016 - now

  ~private consultant~ high-net-worth investment advisor fcsi cim fma ~investment sales~

  High-Net-Worth,Ultra-High-Net Worth Relationship Manager, Financial Advisor, Investment Advisor, Wealth Manager, Discretionary Portfolio Manager. Relationship Manager. Risk Management. Seniors Finance specialist. Retirement Planning. Business development with clients/prospects using proactive selling and marketing (telemarketing, networking, seminars, and community engagement). Explain and execute investment concepts, portfolio construction, management, and other wealth management strategies. Passionate, collaborative, progressive, driven, motivated to perform at the highest levels. Technical expertise in individual and corporate taxation, estate, and philanthropic wealth planning. Execute branch business strategy and fulfill client sales and service activities in compliance with regulatory requirements. Cultivate strong partner relationships and COI business development. Provide high end relationship management and proactive advice to wealthy Canadians. High -Net -Worth Advisor. Personalized Financial Advisory. I like to manage Ultra High Net Worth Portfolios. Wealth Preservation. Wealth Transfer, Gifts and Inheritance, Taxable Benefits, Income Splitting, Asset Allocation, Risk Management, UHNWI Tactics and Strategies. UHNWI Advisory Discrectionary Portfolio management. UHNWI Relationship manager. UHNWI risk management. UHNWI Personal Banker. Show less