Experience

Life Design Analysis Inc.

• Canada
• Insurance
• 1 - 100 Employee

• Vice President, Product Solutions

  • Jan 2022 - Present

  London, Ontario, Canada



Canada Life

• Canada
• Insurance
• 700 & Above Employee

• Senior Strategic Analyst, Strategy & Planning

  • Feb 2015 - Jan 2022

  London, Canada Area • Develop business cases and build fact-base • Lead ideation and facilitate brainstorming to launch initiatives • Provide detailed analytical support to all phases of project and product lifecycles • Create concise material to present to senior leaders or provide detailed material for senior leaders to present to executives and the board • Support a diverse portfolio of macro-divisional strategies and priorities for analysis and recommendation • Support change management agenda… Show more • Develop business cases and build fact-base • Lead ideation and facilitate brainstorming to launch initiatives • Provide detailed analytical support to all phases of project and product lifecycles • Create concise material to present to senior leaders or provide detailed material for senior leaders to present to executives and the board • Support a diverse portfolio of macro-divisional strategies and priorities for analysis and recommendation • Support change management agenda within Canada Life Distribution • Engage with stakeholders to gather input and promote appropriate engagement Show less



London life / Great-West Lifeco Inc

• Insurance
• 100 - 200 Employee

• Asset Specialist

  • May 2013 - Feb 2015

  London, Canada Area • Develop management reporting • Research new managers for possible inclusion on the investment platform • Interpret performance and cash flow information in context and recommend action • Streamline reporting and update models

• Senior Marketing Analyst

  • Jul 2011 - May 2013

  London, Ontario • Support sales managers during presentations with up-to-date information • Create presentations for sales managers to use with sales representatives in the field • Review and update product reporting and compliance • Streamline reporting and update models

• Industry Analyst

  • Apr 2007 - Jul 2011

  London, Canada Area • Worked closely with field management (national and regional sales managers) to identify sales opportunities and support compliance initiatives • Provided detailed analytical support to marketing and field management – on products, market activity and competitor actions • Presented detailed monthly analytical packages, outlining possible trends and sales messaging • Performed competitive analysis at a fund, shelf and industry level, supporting projects including: new fund launches… Show more • Worked closely with field management (national and regional sales managers) to identify sales opportunities and support compliance initiatives • Provided detailed analytical support to marketing and field management – on products, market activity and competitor actions • Presented detailed monthly analytical packages, outlining possible trends and sales messaging • Performed competitive analysis at a fund, shelf and industry level, supporting projects including: new fund launches, high net worth initiative, and new compliance regulation



TD Ameritrade

• United States
• Financial Services
• 700 & Above Employee

• Account and Resource Officer

  • Apr 2005 - Apr 2007

  • In a typical call, you have 4 minutes to service the customer, create a positive experience and pitch the monthly promotion • High customer expectations regarding their financial investments demands an equally high level of accuracy and accountability from their sales representative • This role required accuracy, flexibility and excellent communication skills • Educating customers on the often complex rules and regulations of the American markets, and how they impact the customer’s… Show more • In a typical call, you have 4 minutes to service the customer, create a positive experience and pitch the monthly promotion • High customer expectations regarding their financial investments demands an equally high level of accuracy and accountability from their sales representative • This role required accuracy, flexibility and excellent communication skills • Educating customers on the often complex rules and regulations of the American markets, and how they impact the customer’s particular situation Show less