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Credentials

  • Guy Kawasaki on Entrepreneurship
    LinkedIn
    Oct, 2016
    - Sep, 2024

Experience

    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Principal Broker
      • Sep 2018 - Present

      Financialworks partners with a range of Canadian banks, lending institutions and private investors to help you borrow the funds you need at affordable rates and terms. We are a non-traditional finance company, offering unique equity lending solutions tailored to suit your needs. We specialize in financing residential, commercial and development projects that may not qualify for traditional bank financing. Our team of mortgage professionals leverages their decades of combined industry experience, lender relationships, and technology to develop a process-driven and client-focused culture that ensures we get the job done as quickly and seamlessly as possible.We proudly serve all the GTA, Peel and Durham regions, offering the residents of Toronto, Mississauga, Brampton, Ajax, Pickering, Oshawa, Markham, Unionville, Woodbridge, Vaughan, Maple, Newmarket and Ontario a range of borrowing solutions to suit their needs.

    • Canada
    • Financial Services
    • 300 - 400 Employee
    • Mortgage Broker
      • Jul 2007 - Sep 2018

      Selling mortgage and home-equity products to commercial and residential property owners. Strategically advise clients about their home-financing options with consideration to their financial strength based on credit history, financial assets and debt to income ratios. Selling mortgage and home-equity products to commercial and residential property owners. Strategically advise clients about their home-financing options with consideration to their financial strength based on credit history, financial assets and debt to income ratios.

    • Canada
    • Performing Arts
    • 1 - 100 Employee
    • Board Chair (non-profit)
      • Mar 2015 - Feb 2017

      HWC is the only organization in the Greater Toronto Area creating opportunities for people of diverse backgrounds dedicated to the holistic development of African Canadian youth through the performing arts in a Christian context.HWC invests its resources in the artistic, cultural, spiritual, academic, social and personal development of a new generation of performing arts community-builders. HWC is the only organization in the Greater Toronto Area creating opportunities for people of diverse backgrounds dedicated to the holistic development of African Canadian youth through the performing arts in a Christian context.HWC invests its resources in the artistic, cultural, spiritual, academic, social and personal development of a new generation of performing arts community-builders.

    • United Kingdom
    • Real Estate
    • 1 - 100 Employee
    • Advisor
      • Apr 2012 - Sep 2014

      Consultative sales approach to insurance and investment products. Analyze financial information obtained from clients to determine strategies for meeting financial goals and objectives. Manage a marketing contact list of over 5,000 contacts of residents and business owners. Devise debt liquidation plans. Conduct seminars and workshops on various financial planning topics. Consultative sales approach to insurance and investment products. Analyze financial information obtained from clients to determine strategies for meeting financial goals and objectives. Manage a marketing contact list of over 5,000 contacts of residents and business owners. Devise debt liquidation plans. Conduct seminars and workshops on various financial planning topics.

    • Canada
    • Investment Management
    • 1 - 100 Employee
    • Financial Consultant
      • Aug 2011 - Apr 2012

      Managed full-sales cycle (prospect to closing) of a range of financial service products. Collect, organize and administrate prospect data. Build client relationships, working with them to develop understandable financial strategies to achieve their goals using various investment and insurance products. Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates. Conduct seminars and workshops on various financial planning topics. Managed full-sales cycle (prospect to closing) of a range of financial service products. Collect, organize and administrate prospect data. Build client relationships, working with them to develop understandable financial strategies to achieve their goals using various investment and insurance products. Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates. Conduct seminars and workshops on various financial planning topics.

Education

  • Niagara University
    MBA, Strategic Management
    2010 - 2012
  • Concordia University
    BA, Political Science (Public Administration) & Business Administration
    2005 - 2010

Community

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