Experience

ReadyWhen

• Canada
• Software Development
• 1 - 100 Employee

• Head Of Sales

  • Apr 2021 - Present

  Our goal is to provide Canadians with a life planning tool that will protect and guide them and their loved ones when the inevitable occurs. We want to transform an industry and change a conversation that typically is quite technical and clinical to one that exudes thoughtfulness and empathy. ReadyWhen is a simple, secure, and fast digital Estate management solution. Built by subject matter experts with over +15 years of legal experience, we proactively guide users to enter, upload and store the right information so they can build a complete Estate plan. We also help when the inevitable happens by guiding both the family and executor so they know what to do, who to contact, and how to manage a tough situation. This is all built on our platform using military-grade encryption and security protocols. Life’s unpredictable. Be ReadyWhen. Show less



Guardian Mortgages

• United Kingdom
• Financial Services

• Owner and Co-founder

  • Mar 2021 - Present

  Our mission is to change lives through financial literacy. Our guiding principles will create the mortgage strategy that shapes the lifestyle you envision. Guidance in your choices. Protection of your assets. Care in the process. Open your mind to a better way of financing your home or commercial property. A Guardian Mortgage Specialist will show you the inefficiencies in today’s banking. We will outline market conditions and provide pertinent data to aid in informed decisions. All this with an overarching emphasis on world class service! Show less



Manulife Bank of Canada

• Canada
• Banking
• 500 - 600 Employee

• Regional Vice President

  • Jul 2015 - Dec 2020

  The Regional Vice President is responsible for planning and directing all activities of the Manulife Bank sales force within one of the major regions of Canada, including assignment of sales territories, business development efforts, customer communications, and preparation of sales forecasts within that region. The focus will be execution of a national sales strategy at the regional level for both lending and deposit products to meet the Bank's aggressive growth demands and enhance Manulife Bank's presence and Brand in the marketplace. Show less

• National Sales Trainer

  • Jan 2014 - Jul 2015

  Responsible for the creation and implementation of a standardized sales process for Manulife Bank. Worked in close collaboration with all departments in the bank to help change key messages and to ensure uniformity. The training has had immediate impact for over 200 associates and has increased cross selling of ancillary products substantially. It has also significantly improved grass roots training in knowledge and consulting for our suite of bank products.

• Banking Consultant

  • Aug 2003 - Jul 2015

  Provided commercial and household strategies on cashflow, debt management, savings and contingency planning. Responsible for the management and servicing of over 200 Financial Advisors and referring professionals.



The Gill Planning Group Inc.

• Financial Services
• 1 - 100 Employee

• Financial Advisor

  • Oct 2000 - Jun 2003

  Provided clients with unbiased and unrestricted advise on financial matters. Met the needs of clients by researching and recommending best ways for them to utilize their money. Aquired necessary industry accreditations in insurance and investments to cater wealth management strategies to business owners and individuals. Provided clients with unbiased and unrestricted advise on financial matters. Met the needs of clients by researching and recommending best ways for them to utilize their money. Aquired necessary industry accreditations in insurance and investments to cater wealth management strategies to business owners and individuals.



Future Shop

• Italy
• Information Technology & Services
• 1 - 100 Employee

• General Manager

  • Mar 1993 - Sep 2000

  Accountable for leading and managing all facets and responsibilities in the big box store industry of consumer electronics. Delivered bottom line sales results through the motivating and coaching of department managers and staff, controlling budgets, maintaining inventory levels and store merchandising, and implementing corporate strategies. Accountable for leading and managing all facets and responsibilities in the big box store industry of consumer electronics. Delivered bottom line sales results through the motivating and coaching of department managers and staff, controlling budgets, maintaining inventory levels and store merchandising, and implementing corporate strategies.