Steven Hodges
Financial Advisor, Monarch Wealth Corporation at Monarch Wealth Systems Inc.- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Sally Roe, CLU, CHS
Sally Shivtahal CLU, CHS, EPC I met Steve while he was a Director of Investment Sales at Global Maxfin. I work as an Insurance Broker Specialist at Global and I needed help with a client portfolio and Steve was very willing to be of assistance. He is an excellent coach and supportive to his agents. As the Founder and day to day manager/advisor for Longview Financial where he is responsible for mentoring and coaching a diversified group of Insurance and Investment professionals, I can truly say he has earned that respect. Good Luck in all you do Steve.
David Powell
Steve is one of those leaders in our industry that stand out for his professionalism and his competence not to mention his knowledge of the business. I first met him in the industry and then worked with him at the Foresters and came to know and respect him for his ability to get the job done but also to call it as he saw it.. sometimes a rare quality in business. He has the experience of being at the top of the game and knows how to network his abilities to clients and companies. His ability to work with customers as well as advisors sets him apart from out individuals in his business.. He is definitely one of the "Pros" that I know in the business!
Brian Ziedenberg
I had the unique opportunity to work with Steve while he was a Director of Investment Sales at Global Maxfin. He was responsible for educating and guiding the advisor sales force for Global and I thought he did an excellent job. He is an outstanding motivator and I saw firsthand the impact he had on financial advisors.I believe his years of experience in the industry are also extremely beneficial to helping new and veteran advisors build their book strategically...I would highly recommend him for any position that manages, trains and educates advisors..
Sally Roe, CLU, CHS
Sally Shivtahal CLU, CHS, EPC I met Steve while he was a Director of Investment Sales at Global Maxfin. I work as an Insurance Broker Specialist at Global and I needed help with a client portfolio and Steve was very willing to be of assistance. He is an excellent coach and supportive to his agents. As the Founder and day to day manager/advisor for Longview Financial where he is responsible for mentoring and coaching a diversified group of Insurance and Investment professionals, I can truly say he has earned that respect. Good Luck in all you do Steve.
David Powell
Steve is one of those leaders in our industry that stand out for his professionalism and his competence not to mention his knowledge of the business. I first met him in the industry and then worked with him at the Foresters and came to know and respect him for his ability to get the job done but also to call it as he saw it.. sometimes a rare quality in business. He has the experience of being at the top of the game and knows how to network his abilities to clients and companies. His ability to work with customers as well as advisors sets him apart from out individuals in his business.. He is definitely one of the "Pros" that I know in the business!
Brian Ziedenberg
I had the unique opportunity to work with Steve while he was a Director of Investment Sales at Global Maxfin. He was responsible for educating and guiding the advisor sales force for Global and I thought he did an excellent job. He is an outstanding motivator and I saw firsthand the impact he had on financial advisors.I believe his years of experience in the industry are also extremely beneficial to helping new and veteran advisors build their book strategically...I would highly recommend him for any position that manages, trains and educates advisors..
Sally Roe, CLU, CHS
Sally Shivtahal CLU, CHS, EPC I met Steve while he was a Director of Investment Sales at Global Maxfin. I work as an Insurance Broker Specialist at Global and I needed help with a client portfolio and Steve was very willing to be of assistance. He is an excellent coach and supportive to his agents. As the Founder and day to day manager/advisor for Longview Financial where he is responsible for mentoring and coaching a diversified group of Insurance and Investment professionals, I can truly say he has earned that respect. Good Luck in all you do Steve.
David Powell
Steve is one of those leaders in our industry that stand out for his professionalism and his competence not to mention his knowledge of the business. I first met him in the industry and then worked with him at the Foresters and came to know and respect him for his ability to get the job done but also to call it as he saw it.. sometimes a rare quality in business. He has the experience of being at the top of the game and knows how to network his abilities to clients and companies. His ability to work with customers as well as advisors sets him apart from out individuals in his business.. He is definitely one of the "Pros" that I know in the business!
Brian Ziedenberg
I had the unique opportunity to work with Steve while he was a Director of Investment Sales at Global Maxfin. He was responsible for educating and guiding the advisor sales force for Global and I thought he did an excellent job. He is an outstanding motivator and I saw firsthand the impact he had on financial advisors.I believe his years of experience in the industry are also extremely beneficial to helping new and veteran advisors build their book strategically...I would highly recommend him for any position that manages, trains and educates advisors..
Sally Roe, CLU, CHS
Sally Shivtahal CLU, CHS, EPC I met Steve while he was a Director of Investment Sales at Global Maxfin. I work as an Insurance Broker Specialist at Global and I needed help with a client portfolio and Steve was very willing to be of assistance. He is an excellent coach and supportive to his agents. As the Founder and day to day manager/advisor for Longview Financial where he is responsible for mentoring and coaching a diversified group of Insurance and Investment professionals, I can truly say he has earned that respect. Good Luck in all you do Steve.
David Powell
Steve is one of those leaders in our industry that stand out for his professionalism and his competence not to mention his knowledge of the business. I first met him in the industry and then worked with him at the Foresters and came to know and respect him for his ability to get the job done but also to call it as he saw it.. sometimes a rare quality in business. He has the experience of being at the top of the game and knows how to network his abilities to clients and companies. His ability to work with customers as well as advisors sets him apart from out individuals in his business.. He is definitely one of the "Pros" that I know in the business!
Brian Ziedenberg
I had the unique opportunity to work with Steve while he was a Director of Investment Sales at Global Maxfin. He was responsible for educating and guiding the advisor sales force for Global and I thought he did an excellent job. He is an outstanding motivator and I saw firsthand the impact he had on financial advisors.I believe his years of experience in the industry are also extremely beneficial to helping new and veteran advisors build their book strategically...I would highly recommend him for any position that manages, trains and educates advisors..
Credentials
-
CLU
Presently Completing -
Canadian Securities Course
Canadian Securities Institute -
Canadian Standard & Practices Handbook
Canadian Securities Institute -
LLQP
- -
Professional Financial Planning Course
Canadian Securities Institute
Experience
-
Monarch Wealth Systems Inc.
-
Canada
-
Financial Services
-
1 - 100 Employee
-
Financial Advisor, Monarch Wealth Corporation
-
Jun 2015 - Present
With over four decades of supporting extraordinary relationships between investors and advisors, Monarch Wealth Corporation is steadfast in its commitment to facilitating that partnership between advisors and investors. Let us be your wealth management partner. We'll provide outstanding service and sound, unbiased wealth management advice for every stage of your life. With over four decades of supporting extraordinary relationships between investors and advisors, Monarch Wealth Corporation is steadfast in its commitment to facilitating that partnership between advisors and investors. Let us be your wealth management partner. We'll provide outstanding service and sound, unbiased wealth management advice for every stage of your life.
-
-
-
Monarch Wealth Assurance Agencies Inc.
-
Mississauga, Ontario, Canada
-
Senior Insurance Representative & Group Benefits Consultant
-
Jun 2015 - Present
-
-
-
Investia Financial Services
-
Canada
-
Financial Services
-
400 - 500 Employee
-
Dealing Representative, Exempt Market Offerings and Mutual Funds
-
Aug 2013 - Jun 2015
-
-
-
Longview Financial Inc.
-
Toronto, Canada Area
-
Director of Sales, Financial Advisor (Insurance and Estate Planning)
-
Aug 2006 - Jun 2015
Responsible for overseeing, mentoring and coaching of new and existing advisers and the directing of all sales activity related to the sale and sales management of life and critical illness insurance, fixed annuities and segregated funds and all other insurance related investments for most of Canada's largest insurance providers. (Sun Life, Manulife, Foresters Life, Empire Life etc) Responsible for overseeing, mentoring and coaching of new and existing advisers and the directing of all sales activity related to the sale and sales management of life and critical illness insurance, fixed annuities and segregated funds and all other insurance related investments for most of Canada's largest insurance providers. (Sun Life, Manulife, Foresters Life, Empire Life etc)
-
-
-
Global Maxfin Investments Inc
-
Richmond Hill, Ontario
-
Director, Investment Sales
-
Oct 2008 - Feb 2010
Responsibilities include: -recruitment of new representatives and branches to dealership -Developed and coordinated training and development programs in dealership -conducted and coordinated AML training for advisors and head office staff -coached and trained new advisors during 90 day new registrant training period -Planned and conducted quarterly national branch managers sales and compliance meetings with CCO and VP Sales -Branch Management of Corporate Head Office Branch -Managed and supervised staff for retention of orphan in house block of assets. Show less
-
-
-
Foresters Financial
-
Canada
-
Financial Services
-
700 & Above Employee
-
Director of Sales
-
Jan 2006 - Apr 2008
-only sales office in Canada to meet and exceed sales and revenue targets -Responsible for the sales force growth including attraction, selection and retention of productive Financial Reps to drive sales growth -Develop an annual business plan for the region, managing profitability through expense control and revenue generation -Supervise day-to-day sales managers and assume responsibility for sales compliance, including product suitability -Responsible for the professional development of the team members, including training, coaching and mentoring of Financial Representatives and the identification and training of future management talent -Provide insight and guidance to the Vice-President, Sales on matters of both strategic and operational guidance Show less
-
-
-
MCG Inc.
-
Toronto, Ontario, Canada
-
Director, Investment Sales and Marketing
-
Dec 2004 - Jan 2006
Responsible for overseeing, training and directing all sales activity related to the sale and back office operation of mutual funds, alternative investments, segregated funds, annuities and all other insurance related investments for 500+ active insurance producers throughout Canada Responsible for overseeing, training and directing all sales activity related to the sale and back office operation of mutual funds, alternative investments, segregated funds, annuities and all other insurance related investments for 500+ active insurance producers throughout Canada
-
-
-
Morningstar
-
United States
-
Financial Services
-
700 & Above Employee
-
Advisor Solutions Representative
-
Mar 2004 - Nov 2004
- Prospected and managed small to medium sized financial advisory firms for customized web and/or desktop financial software solutions - designed and delivered sales presentation's to small, medium and large advisory firms at branch offices and corporate head office's to enhance market penetration of desktop software solutions with targeted firms - Assisted senior account managers in identifying gaps and opportunities for further sales of specialized desktop applications (Great West Life, Sun Life, Manulife, Dundee Wealth etc) - Attended and represented firm at various trade shows to enhance brand and market penetration Show less
-
-
-
RBC
-
Canada
-
Banking
-
700 & Above Employee
-
Investment and Retirement Planner, Financial Planning
-
Nov 2001 - Nov 2003
- retirement and investment planning with new and existing RBC clients - assist account managers and key stakeholders at various RBC branches with identifying opportunities for additional investment business and direct and hand off the client to the appropriate channel in RBC Royal Bank Group of Companies - retirement and investment planning with new and existing RBC clients - assist account managers and key stakeholders at various RBC branches with identifying opportunities for additional investment business and direct and hand off the client to the appropriate channel in RBC Royal Bank Group of Companies
-
-
-
-
Student
-
Sep 2001 - Nov 2002
Educational sabbatical Educational sabbatical
-
-
-
BMO Nesbitt Burns
-
Canada
-
Investment Management
-
700 & Above Employee
-
Investment Advisor
-
Jun 1999 - Sep 2000
Sold book of business and left active production Sold book of business and left active production
-
-
-
Merrill Lynch
-
United States
-
Financial Services
-
700 & Above Employee
-
Financial Consultant
-
Aug 1995 - Jun 1999
-
-
-
RBC
-
Canada
-
Banking
-
700 & Above Employee
-
Assistant Manager, Deposits and Investments
-
Aug 1992 - Aug 1995
- Supervision of Personal Banking Reps/New Account opening team - Managed of all High Net Worth investment clients with portfolios of $100K or greater - Mortgage lender (Residential and Investment properties) - Responsible for staff training for investment sales campaigns - Supervision of Personal Banking Reps/New Account opening team - Managed of all High Net Worth investment clients with portfolios of $100K or greater - Mortgage lender (Residential and Investment properties) - Responsible for staff training for investment sales campaigns
-
-
Education
-
1991 - 1998
Canadian Securities Institute
Canadian Securities Course, Investments and Securities -
1985 - 1989
York University
B.A, Bachelor of Arts
Community
