Experience

ÜS Crypto

• Canada
• Banking
• 1 - 100 Employee

• Co-Founder

  • Mar 2017 - Present

  U Power ÜS https://uscrypto.ca Simplifying the use of digital payments U Power ÜS https://uscrypto.ca Simplifying the use of digital payments



National Best Financial Network

• Canada
• Financial Services
• 1 - 100 Employee

• Business Development | Recruitment | Strategic Collaborations | Networking

  • 2013 - Feb 2017

  Helping to continually build a network of Independent Advisors, Agency Owners, and Financial Professionals looking to work collaboratively to build businesses under a collective brand or cooperatively. We believe that the absolute BEST results are achieved when we work COLLABORATIVELY, with each person focusing on THEIR area of talent. Helping support our National Best Advisor Specialists that serves our clients needs in: Debt and Cashflow Solutions Insurance… Show more Helping to continually build a network of Independent Advisors, Agency Owners, and Financial Professionals looking to work collaboratively to build businesses under a collective brand or cooperatively. We believe that the absolute BEST results are achieved when we work COLLABORATIVELY, with each person focusing on THEIR area of talent. Helping support our National Best Advisor Specialists that serves our clients needs in: Debt and Cashflow Solutions Insurance Solutions Investment Solutions (Private / Portfolio Managed) Tax Reduction Solutions Estate Planning Solutions Infinite Banking Solutions Advising of our nbAcademy, which is a career training program for insurance professionals, we mPower our Advisors to take their career to the next level, training to increase their income and business revenue. Help provide mentorship on how to develop a clear succession plan that can provide the retirement income and lifestyle most Senior Advisors may not have thought about or considered. Developing business partnerships with strategic partners, while also maintaining strong relationships with junior and key Advisors that are working independently. Show less Helping to continually build a network of Independent Advisors, Agency Owners, and Financial Professionals looking to work collaboratively to build businesses under a collective brand or cooperatively. We believe that the absolute BEST results are achieved when we work COLLABORATIVELY, with each person focusing on THEIR area of talent. Helping support our National Best Advisor Specialists that serves our clients needs in: Debt and Cashflow Solutions Insurance… Show more Helping to continually build a network of Independent Advisors, Agency Owners, and Financial Professionals looking to work collaboratively to build businesses under a collective brand or cooperatively. We believe that the absolute BEST results are achieved when we work COLLABORATIVELY, with each person focusing on THEIR area of talent. Helping support our National Best Advisor Specialists that serves our clients needs in: Debt and Cashflow Solutions Insurance Solutions Investment Solutions (Private / Portfolio Managed) Tax Reduction Solutions Estate Planning Solutions Infinite Banking Solutions Advising of our nbAcademy, which is a career training program for insurance professionals, we mPower our Advisors to take their career to the next level, training to increase their income and business revenue. Help provide mentorship on how to develop a clear succession plan that can provide the retirement income and lifestyle most Senior Advisors may not have thought about or considered. Developing business partnerships with strategic partners, while also maintaining strong relationships with junior and key Advisors that are working independently. Show less



NF&A

• Winnipeg, Canada Area

• Referrals of Exempt Market Products

  • May 2009 - Dec 2012

  •Developed business plan to develop and cultivate new client base for investments in Exempt Market Opportunities •Developed Sales Strategies and Presentations for prospective individuals-through advanced investment and financial concepts •Developed education seminar calendar schedule for current and prospective individuals to attend key Educational Seminars •Successful at promoting and referring appropriate investment products, financial and wealth management services to… Show more •Developed business plan to develop and cultivate new client base for investments in Exempt Market Opportunities •Developed Sales Strategies and Presentations for prospective individuals-through advanced investment and financial concepts •Developed education seminar calendar schedule for current and prospective individuals to attend key Educational Seminars •Successful at promoting and referring appropriate investment products, financial and wealth management services to individuals •Strong understanding of compliance of rules and regulation for the financial industry with in-depth knowledge of fixed income and equity services in order to make sound referrals to current and prospective individuals •Developed business development and marketing strategies to build network of relationships Show less •Developed business plan to develop and cultivate new client base for investments in Exempt Market Opportunities •Developed Sales Strategies and Presentations for prospective individuals-through advanced investment and financial concepts •Developed education seminar calendar schedule for current and prospective individuals to attend key Educational Seminars •Successful at promoting and referring appropriate investment products, financial and wealth management services to… Show more •Developed business plan to develop and cultivate new client base for investments in Exempt Market Opportunities •Developed Sales Strategies and Presentations for prospective individuals-through advanced investment and financial concepts •Developed education seminar calendar schedule for current and prospective individuals to attend key Educational Seminars •Successful at promoting and referring appropriate investment products, financial and wealth management services to individuals •Strong understanding of compliance of rules and regulation for the financial industry with in-depth knowledge of fixed income and equity services in order to make sound referrals to current and prospective individuals •Developed business development and marketing strategies to build network of relationships Show less



Standard Life Assurance Company of Canada

• Winnipeg, Canada Area

• Associate, Business Development

  • 2005 - 2008

  •Supported the Sales Team and entire client base for Winnipeg Regional Office •Strong knowledge in ASCO program and People Soft CRM Program •Played key role in the implementation and execution of new clients and existing clients during annual renewals •Key resource for solution solving for sales and service representatives on marketing/administrative issues •Responsible for the managing and maintenance of consultant and client database •Responsible for all incoming inquiries… Show more •Supported the Sales Team and entire client base for Winnipeg Regional Office •Strong knowledge in ASCO program and People Soft CRM Program •Played key role in the implementation and execution of new clients and existing clients during annual renewals •Key resource for solution solving for sales and service representatives on marketing/administrative issues •Responsible for the managing and maintenance of consultant and client database •Responsible for all incoming inquiries from Brokers, Consultants, Clients as well as from National Head Office •Responsible for the preparation and distribution as well as inquires of commission cheques to consultants for the regional office •Responsible for ensuring compliance with regulatory requirements and internal policies for the regional office •Responsible for the general office maintenance ensuring ordering and maintaining office supplies, record management for Accounts Receivable and Accounts Payable and preparation and record keeping of couriers Show less •Supported the Sales Team and entire client base for Winnipeg Regional Office •Strong knowledge in ASCO program and People Soft CRM Program •Played key role in the implementation and execution of new clients and existing clients during annual renewals •Key resource for solution solving for sales and service representatives on marketing/administrative issues •Responsible for the managing and maintenance of consultant and client database •Responsible for all incoming inquiries… Show more •Supported the Sales Team and entire client base for Winnipeg Regional Office •Strong knowledge in ASCO program and People Soft CRM Program •Played key role in the implementation and execution of new clients and existing clients during annual renewals •Key resource for solution solving for sales and service representatives on marketing/administrative issues •Responsible for the managing and maintenance of consultant and client database •Responsible for all incoming inquiries from Brokers, Consultants, Clients as well as from National Head Office •Responsible for the preparation and distribution as well as inquires of commission cheques to consultants for the regional office •Responsible for ensuring compliance with regulatory requirements and internal policies for the regional office •Responsible for the general office maintenance ensuring ordering and maintaining office supplies, record management for Accounts Receivable and Accounts Payable and preparation and record keeping of couriers Show less



Super Summer League (SSL)

• Winnipeg, Canada Area

• League Commissioner

  • Jun 2004 - Aug 2006

  •Developed Business Plan for a Summer Boy’s Youth Basketball League, focused on core skills development and education of the sport while providing exposure to Youth looking to advance to University level. •Developed Marketing Plan to attract male Youths to create a league that ran throughout the summer months (June- August) •Developed Financial Statements and Profit/Loss Plan for league in order to maintain operating costs •Successful at developing strong Sponsorship Marketing Plan… Show more •Developed Business Plan for a Summer Boy’s Youth Basketball League, focused on core skills development and education of the sport while providing exposure to Youth looking to advance to University level. •Developed Marketing Plan to attract male Youths to create a league that ran throughout the summer months (June- August) •Developed Financial Statements and Profit/Loss Plan for league in order to maintain operating costs •Successful at developing strong Sponsorship Marketing Plan for potential and existing Sponsors for the league. •Strong understanding of sports planning and management to successfully run a league, with long tenure and succession of players. Show less •Developed Business Plan for a Summer Boy’s Youth Basketball League, focused on core skills development and education of the sport while providing exposure to Youth looking to advance to University level. •Developed Marketing Plan to attract male Youths to create a league that ran throughout the summer months (June- August) •Developed Financial Statements and Profit/Loss Plan for league in order to maintain operating costs •Successful at developing strong Sponsorship Marketing Plan… Show more •Developed Business Plan for a Summer Boy’s Youth Basketball League, focused on core skills development and education of the sport while providing exposure to Youth looking to advance to University level. •Developed Marketing Plan to attract male Youths to create a league that ran throughout the summer months (June- August) •Developed Financial Statements and Profit/Loss Plan for league in order to maintain operating costs •Successful at developing strong Sponsorship Marketing Plan for potential and existing Sponsors for the league. •Strong understanding of sports planning and management to successfully run a league, with long tenure and succession of players. Show less