Experience

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  TD Wealth Insurance Services

  • Hamilton and St. Catharines, Ontario

  • Senior Estate Planning Advisor

    • Mar 2015 - Present
    • Hamilton and St. Catharines, Ontario

    Provide high net worth clients with comprehensive insurance based solutions to assist with creating, preserving and transitioning wealth using various tax advantaged strategiesAccountable for generating life insurance and living benefit sales and managing throughout the sales cycle from prospecti...

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  MD Physician Services

  • Hamilton, Mississauga, and St. Catharines, Ontario

  • Consultant, Insurance Services

    • Mar 2011 - Mar 2015
    • Hamilton, Mississauga, and St. Catharines, Ontario

    Implement insurance based wealth management strategies and product solutions, including opportunity identification, plan design, and client presentation.Conduct policy reviews and manage in-force block of business.Work closely with Senior Financial Consultants and other staff across 3 branch offi...

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  Investors Group

  • Burlington, Ontario

  • Financial Consultant

    • Oct 2003 - Feb 2011
    • Burlington, Ontario

    Operated a successful financial planning practice based on a holistic/comprehensive approach to financial planning Managed all aspects of my practice including business development, client servicing, compliance, staffing, etc.Developed, implemented, and monitored comprehensive financial plansAdvi...

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  John Cerio Consulting

  • Golden Horseshoe, GTA

  • Business Management Consultant

    • Jan 2002 - Jun 2003
    • Golden Horseshoe, GTA

    Policy and procedure developmentGap analysisBusiness process re-engineeringWork flow analysis and design