Adrian Smith

Founding Advisor - Mortgage Agent - Real Estate Investment Advisor at Union Capital Management Inc
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Contact Information
us****@****om
(386) 825-5501
Location
Burlington, Ontario, Canada, CA

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Bio

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Experience

    • Canada
    • Investment Management
    • 1 - 100 Employee
    • Founding Advisor - Mortgage Agent - Real Estate Investment Advisor
      • Nov 2013 - Present

      Providing sound financial solutions and honest advice to friends, clients and associates. I have the ability to work with over fifty different lenders (financial institutions/major banks/private financing) to assure you the best rate and most appropriate 1st, 2nd or 3rd mortgage and/or re-mortgage/financing for you and your budget. I understand the industry and want to make this a simple hassle-free experience for you. I will answer all of your questions and make this process as transparent as possible. Show less

    • Canada
    • Retail Motor Vehicles
    • 1 - 100 Employee
    • Senior Service Consultant
      • May 2007 - Present

    • Canada
    • Retail Motor Vehicles
    • 1 - 100 Employee
    • Fixed Operations Manager
      • Oct 2021 - Oct 2022

      As the leader of the Service Department, this position is responsible to drive and achieve labour sales, profits and efficiency by maximizing production, controlling costs, marketing, building a clientele and establishing solid employee relationships. Specifically: monitor and maintain all manufacturer warranty programs for high profit and claim accuracy monitor the flow of work in the Service Department and intervene as required to ensure work is completed properly maintain high profitability in all areas and keep departmental expenses under strict control maintain high customer satisfaction rating at all times monitor and maintain all A/P and A/R relating to the Service Department forecast, Target and Track monthly sales, profits and expense objectives implement systems, procedures and controls plan analyze and manage department finances through determining shop capacity and services recruit/select personnel based on operational needs and efficiencies train, motivate and supervise accounting Team Members track and post daily Service Advisor performance track and post daily Service Technician performance I have a strong background and proven experience in managing the finance/accounting operation and department, including :experience leading and supervising Team Members solid understanding of and proven experience with operational planning and management proficiency working with ERP systems (ie. CDK), and Microsoft Office software (ie. Excel, Word, Outlook) strong ability to communicate professionally (verbally and written) proven ability to influence change and effectively lead projects ability to adapt to a changing environment and meet deadlines ability to maintain internal controls strong attention to detail, organized and strategic ability to maintain confidentiality & professionalism ability to work independently & with minimal supervision self-motivated and driven with a passion for excellence in executiona proven commitment to quality of work Show less

  • Trelia Enterprises Inc.
    • Toronto, Canada Area
    • Chief Exeutive Officer, Owner
      • Aug 2008 - Dec 2013

      Imported (from USA) and Introduced a new child bicycle seat to Canada - from initial contact to building and managing of marketing/sales/distribution for complete corporation. Owner/President/CEO/COO/Marketing /Distribution/Controller Importer/distributor/online retailer for the iBert safe-T-seat (Introduced the product to Canada) Identified the need - Developed marketing plan/materials for all sales - retail/online/distribution Participated in developing website - Built/Managed e-Bay listing - PayPal set-up/maintenance Designed/Built tradeshow booth/materials - Participated in 6 tradeshows - 3 T.V. Appearances Outsold Major distribution Company 2 years in a row (Norco Bicycles Canada) Developed and maintained relationships with retailers (online and brick/mortar) Maintained a storage facility and controlled inventory/expenses Show less

    • Motor Vehicle Manufacturing
    • 1 - 100 Employee
    • Service Manager
      • Feb 2006 - May 2007

    • Canada
    • Automotive
    • 1 - 100 Employee
    • Service Consultant
      • Sep 2001 - Feb 2006

    • Service Consultant
      • 1997 - 2001

    • Service Consultant
      • 1997 - 2001

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