Experience

Decisive Dividend Corporation

• Canada
• Capital Markets
• 1 - 100 Employee

• AVP Corporate Development & M&A

  • Aug 2023 - Present

  Kelowna, British Columbia, Canada M&A Strategy and Planning: Develop and execute the firm's M&A strategy, in alignment with the overall investment objectives and growth targets. Identify and evaluate potential acquisition targets based on strategic fit, financial performance, and growth potential. Conduct comprehensive due diligence on target companies, assessing financials, operational strengths, and market dynamics. Deal Execution: Lead the end-to-end deal process, including deal sourcing, negotiations… Show more M&A Strategy and Planning: Develop and execute the firm's M&A strategy, in alignment with the overall investment objectives and growth targets. Identify and evaluate potential acquisition targets based on strategic fit, financial performance, and growth potential. Conduct comprehensive due diligence on target companies, assessing financials, operational strengths, and market dynamics. Deal Execution: Lead the end-to-end deal process, including deal sourcing, negotiations, structuring, and closing of transactions. Collaborate with legal, finance, and other internal stakeholders to ensure seamless execution of acquisitions. Develop and manage relationships with external advisors, investment banks, and other key M&A partners. Portfolio Management: Provide strategic guidance and support to portfolio companies, driving value creation initiatives and performance improvements. Work closely with the executive team and portfolio management teams to identify synergistic acquisition opportunities within the existing portfolio. Monitor the financial and operational performance of acquired businesses, identifying and addressing potential risks or challenges. Market Research and Analysis: Stay abreast of industry trends, market dynamics, and competitive landscape within the manufacturing and distribution sector. Conduct market research and analysis to identify potential investment themes and opportunities for growth and expansion. Utilize data-driven insights to support investment decision-making and maximize value creation for the firm and its investors.

• Corporate Development Manager

  • Oct 2020 - Aug 2023

  Kelowna, British Columbia, Canada



Interior Savings

• Canada
• Financial Services
• 200 - 300 Employee

• Account Manager / Small Business Account Manager

  • Nov 2016 - Oct 2020

  Kelowna, British Columbia, Canada Client Relationship Management: Build and maintain strong relationships with business clients, understanding their unique needs, goals, and challenges. Serve as the main point of contact, providing personalized support and guidance on financial solutions and services. Conduct regular meetings and check-ins to assess evolving needs and identify opportunities to add value. Business Development: Identify and pursue new business opportunities within the assigned market… Show more Client Relationship Management: Build and maintain strong relationships with business clients, understanding their unique needs, goals, and challenges. Serve as the main point of contact, providing personalized support and guidance on financial solutions and services. Conduct regular meetings and check-ins to assess evolving needs and identify opportunities to add value. Business Development: Identify and pursue new business opportunities within the assigned market segment. Collaborate with internal teams to develop tailored financial solutions for business clients. Leverage networking events and community involvement to expand the client base. Financial Advisory: Conduct comprehensive financial assessments for business clients. Provide strategic advice on business banking products, including loans, lines of credit, and cash management solutions. Collaborate with specialized teams on business succession planning and risk management. Credit Analysis and Risk Management: Assess the creditworthiness of business clients. Prepare credit proposals and monitor ongoing financial performance. Identify potential risks and recommend appropriate risk mitigation strategies. Relationship Expansion and Retention: Nurture existing client relationships and identify opportunities for cross-selling and upselling. Provide ongoing support and resolve client issues in a timely manner. Conduct regular business reviews to ensure evolving needs are met. Market and Industry Knowledge: Stay updated on market trends, industry developments, and regulatory changes. Conduct research to provide insights and recommendations for business clients. Continuously enhance knowledge and skills through professional development. Show less



Scotiabank

• Canada
• Banking
• 700 & Above Employee

• Investment Specialist

  • Jul 2015 - Feb 2016

  488 Bernard Ave Kelowna, BC V1Y6N7 Client Relationship Management: Develop and maintain strong relationships with clients, understanding their investment objectives, risk tolerance, and financial goals. Conduct comprehensive client needs assessments to identify suitable investment solutions and strategies. Provide personalized investment advice and recommendations based on clients' financial profiles and market conditions. Investment Advisory: Conduct in-depth investment analysis, including researching market… Show more Client Relationship Management: Develop and maintain strong relationships with clients, understanding their investment objectives, risk tolerance, and financial goals. Conduct comprehensive client needs assessments to identify suitable investment solutions and strategies. Provide personalized investment advice and recommendations based on clients' financial profiles and market conditions. Investment Advisory: Conduct in-depth investment analysis, including researching market trends, analyzing financial statements, and assessing risk factors. Develop and present investment strategies tailored to clients' individual goals, incorporating asset allocation, diversification, and investment selection. Monitor and evaluate clients' investment portfolios, providing regular performance updates and making recommendations for adjustments as needed. Product Knowledge and Education: Stay up-to-date with a comprehensive understanding of the bank's investment products, services, and solutions. Educate clients on investment options, features, and benefits, helping them make informed decisions about their portfolios. Conduct presentations, seminars, and workshops to educate clients and promote investment products and services. Business Development: Actively seek out and acquire new clients through networking, referrals, and targeted prospecting efforts. Collaborate with branch teams and other internal stakeholders to identify cross-selling opportunities and deliver a holistic range of financial solutions. Participate in marketing initiatives and events to increase brand awareness and generate leads for the investment business. Using a disciplined approach, I advise my clients on the following valuable services: - Goals/financial assessment - Retirement and retirement income planning - Customized financial planning - Tax-deferral strategies - Tailored investment solutions

• Sr. Financial Advisor

  • Nov 2014 - Jun 2015

  Kelowna Relationship Management: Develop and maintain strong relationships with clients, understanding their financial goals, risk tolerance, and investment objectives. Provide personalized financial advice and solutions to help clients achieve their financial goals, including retirement planning, wealth preservation, and investment strategies. Conduct regular portfolio reviews and provide recommendations to ensure alignment with clients' changing needs and market conditions. Financial… Show more Relationship Management: Develop and maintain strong relationships with clients, understanding their financial goals, risk tolerance, and investment objectives. Provide personalized financial advice and solutions to help clients achieve their financial goals, including retirement planning, wealth preservation, and investment strategies. Conduct regular portfolio reviews and provide recommendations to ensure alignment with clients' changing needs and market conditions. Financial Planning and Advisory: Conduct comprehensive financial analysis and develop customized financial plans based on clients' unique circumstances and objectives. Advise clients on investment options, asset allocation, and risk management strategies to optimize their investment portfolios. Business Development: Identify new business opportunities and proactively seek out prospective clients through networking, referrals, and marketing efforts. Conduct client prospecting and lead generation activities to expand the client base. Collaborate with internal partners and leverage resources to deliver a comprehensive suite of financial products and services. Compliance and Risk Management: Ensure compliance with all applicable regulations, policies, and procedures, including KYC (Know Your Customer) and AML (Anti-Money Laundering) requirements. Maintain accurate and up-to-date client records and documentation. Adhere to risk management practices, including proper documentation, suitability assessments, and adherence to investment guidelines. Client Education and Communication: Educate clients on various investment products, financial planning concepts, and market trends. Provide regular updates on portfolio performance, market insights, and investment opportunities through meetings, presentations, and written communication. Respond promptly to client inquiries, addressing any concerns and providing solutions as needed.



BMO Private Wealth

• Canada
• Financial Services
• 700 & Above Employee

• Private Wealth Consultant

  • Jul 2014 - Nov 2014

  Kelowna Relationship Management: Build and maintain strong relationships with high-net-worth clients, understanding their unique financial needs, goals, and risk tolerance. Act as the primary point of contact for clients, providing proactive and personalized wealth management advice and solutions. Collaborate with internal partners, such as investment advisors, trust officers, and tax specialists, to deliver comprehensive wealth management services. Financial Planning and… Show more Relationship Management: Build and maintain strong relationships with high-net-worth clients, understanding their unique financial needs, goals, and risk tolerance. Act as the primary point of contact for clients, providing proactive and personalized wealth management advice and solutions. Collaborate with internal partners, such as investment advisors, trust officers, and tax specialists, to deliver comprehensive wealth management services. Financial Planning and Advisory: Conduct in-depth financial analysis and develop customized wealth management strategies tailored to each client's individual circumstances and objectives. Provide strategic advice on investment management, retirement planning, tax optimization, estate planning, and other complex financial matters. Monitor and review client portfolios regularly, making recommendations and adjustments to ensure alignment with their goals and market conditions. Business Development: Identify new business opportunities and prospects within the high-net-worth market segment, leveraging your existing network and implementing targeted marketing strategies. Participate in client acquisition initiatives, including attending industry events, seminars, and networking activities. Collaborate with internal teams to develop and deliver compelling presentations and proposals to prospective clients. Regulatory Compliance and Risk Management: Ensure compliance with all applicable regulatory requirements and internal policies, including KYC (Know Your Customer) and AML (Anti-Money Laundering) procedures. Proactively identify and mitigate potential risks, keeping abreast of industry trends, regulatory changes, and best practices. Maintain accurate and up-to-date client records and documentation, adhering to data privacy and confidentiality standards. Show less



Scotiabank

• Canada
• Banking
• 700 & Above Employee

• Sr Financial Adivsor

  • Dec 2011 - Jul 2014

  vernon, british columbia Relationship Management: Develop and maintain strong relationships with clients, understanding their financial goals, risk tolerance, and investment objectives. Provide personalized financial advice and solutions to help clients achieve their financial goals, including retirement planning, wealth preservation, and investment strategies. Conduct regular portfolio reviews and provide recommendations to ensure alignment with clients' changing needs and market conditions. Financial… Show more Relationship Management: Develop and maintain strong relationships with clients, understanding their financial goals, risk tolerance, and investment objectives. Provide personalized financial advice and solutions to help clients achieve their financial goals, including retirement planning, wealth preservation, and investment strategies. Conduct regular portfolio reviews and provide recommendations to ensure alignment with clients' changing needs and market conditions. Financial Planning and Advisory: Conduct comprehensive financial analysis and develop customized financial plans based on clients' unique circumstances and objectives. Advise clients on investment options, asset allocation, and risk management strategies to optimize their investment portfolios. Business Development: Identify new business opportunities and proactively seek out prospective clients through networking, referrals, and marketing efforts. Conduct client prospecting and lead generation activities to expand the client base. Collaborate with internal partners and leverage resources to deliver a comprehensive suite of financial products and services. Compliance and Risk Management: Ensure compliance with all applicable regulations, policies, and procedures, including KYC (Know Your Customer) and AML (Anti-Money Laundering) requirements. Maintain accurate and up-to-date client records and documentation. Adhere to risk management practices, including proper documentation, suitability assessments, and adherence to investment guidelines. Client Education and Communication: Educate clients on various investment products, financial planning concepts, and market trends. Provide regular updates on portfolio performance, market insights, and investment opportunities through meetings, presentations, and written communication. Respond promptly to client inquiries, addressing any concerns and providing solutions as needed.

• Personal Banker

  • May 2010 - Dec 2011

  kelowna, british columbia • Provide lending and investment solutions • Provide excellent customer experiences • Refer clients to branch partners

• Customer Service Representative

  • Jan 2008 - May 2010

  Winnipeg, Manitoba • Work with confidential client information • Organize and maintain client files • Promote the sale of financial products • Identify customer needs • Interact with clients in a professional manner • Build and maintain customer relationships