Senior Change Management Consultant

• Aug 2023 - Present

Organizational Change Management Consultant / Digital Transformations

• Feb 2023 - Aug 2023

Director Change Management

• Mar 2019 - Jan 2023

Led all Change Management efforts for transformational program across Wealth businesses. Areas of coverage included: process design, procedure documentation, communications, operational controls and training. Program successfully implemented a new digital ecosystem which included a new book of record and reporting platform. Led all Change Management efforts for transformational program across Wealth businesses. Areas of coverage included: process design, procedure documentation, communications, operational controls and training. Program successfully implemented a new digital ecosystem which included a new book of record and reporting platform.

Senior Change Management Strategist / Consultant

• Apr 2018 - Mar 2019

Led Change Management for the implementation of a new enterprise-wide learning platform. Initiative was sponsored by CEO and part of the TD Ready Commitment. Led Change Management for the implementation of a new enterprise-wide learning platform. Initiative was sponsored by CEO and part of the TD Ready Commitment.

Senior Change Management Consultant

• Oct 2016 - Apr 2018

Served as the Senior Change Management Consultant for enterprise-wide regulatory initiative (CRS). Lead change management team for technology initiatives (T+2) and consulted on large-scale digitization program (BMO One) Served as the Senior Change Management Consultant for enterprise-wide regulatory initiative (CRS). Lead change management team for technology initiatives (T+2) and consulted on large-scale digitization program (BMO One)

Strategic Initiatives and Communications Specialist

• Sep 2015 - Jun 2016

I was assigned to provide support to the TD Private Wealth Management Communications Team through transformation. I delivered communications support to senior management teams and executives for PIC, PIA, Private Banking and Private Trust.

Organizational Change Management Lead

• Oct 2012 - Oct 2015

As an Organizational Change Management Lead I directed all people, process and technical changes in the execution of key strategic initiatives within TD Wealth.Responsibilities included formulation of Change Strategies, Change Complexity Assessments, Communication and Training Plans. Other responsibilities included facilitation of process mapping sessions, organization of all procedural change activities and training activities.Required close collaboration with the Project Delivery Manager to ensure project Readiness and the successful execution of new initiatives. I also contributed to the development and mentoring of junior OCM team members, and managed their deliverables.Key projects included USD Registered Plan and FX Mitigation and the rebranding of TD Wealth. Show less

Manager Investment Communications

• Oct 2008 - Oct 2012

As a Manager, Investment Communications I created original content for articles and publications targeting the Advisor and Enterprise Sales channels. I served as a writer of the Daily Market Update (DMU), a daily investment advice piece distributed to 7000 Enterprise Sales staff and Executives, and contributed regularly to the RBC DS Bulletin, a monthly publication created for RBC Dominion Securities Investment Advisors. In addition, I educated and informed advisors on financial markets, products, and used creative storytelling with daily deadlines. Key aspects of the role included: interviewing Portfolio Managers with the purpose of highlighting their approach and performance; development of mutual fund launch materials including fund profiles and advisor guides; creation of client-facing brochures. I crafted and edited articles on behalf of the President and Chief Economist for publications including the Global Investment Outlook. Show less

Investment Advisor and Financial Planner

• Jan 2003 - Jan 2008

Key Achievements • Completed the RBC DS Rookie Training Program in Sep 2003 and worked as an Investment Advisor until 2005 • Managed existing book of business in 2005, and joined a large advisory team, managing assets in excess of $600 M • Applied astute up-selling and cross-selling capabilities in promoting fee-based products such as Advisor Accounts, Parameters, Access, Sovereign, and third-party mutual funds, and ensured the alignment of products with the portfolio objectives of each client • Generated new client accounts by executing a multi-pronged strategy of networking, marketing, special events, lunch & learn programs, and information seminars • Engaged with clients on a regular basis, to respond to queries and resolve concerns • Undertook quarterly to annual reviews of client portfolios to ensure an appropriate balance of investments to ensure the achievement of performance goals • Collaborated with Insurance Specialist Estate Planning Lawyers and Bankers in developing a comprehensive plan to address all the financial needs and goals of each client Show less