Experience

Highpoint Capital Solutions

• Canada
• Financial Services
• 1 - 100 Employee

• Mortgage Professional - Commercial & Residential Mortgages

  • Nov 2016 - Present

  The past 20+ years in the Financial Services Industry has taught me a great deal about finances and financing options. Having worked with Canada’s largest Credit Union and Canada’s largest private Mortgage Default Insurer, I developed a deep understanding of mortgage financing and have had the privilege to work with and train many people in our industry. Whether you are buying your first home, moving up the property ladder, building a portfolio of rental properties or looking at financing a commercial property - I understand that getting it right the first time is key and I am here to help you achieve your goals.



Genworth Financial Canada

• Canada
• Financial Services

• Account Manager

  • Jan 2012 - Oct 2016

  Developed and managed multi-level relationships with assigned Credit Unions, Banks, Mortgage Lenders, Mortgage Brokers and Realtors Facilitated dialogue to develop a deep understanding of my clients' strategic priorities and collaborate on how our partnership can help them achieve their strategic objectives Developed and executed sales and marketing strategies, with the focus of driving sales and increasing/maintaining market share with clients Facilitated product, industry specific, and skills training that address identified client needs; building their knowledge base and helping them grow their business



Vancity

• Canada
• Financial Services
• 700 & Above Employee

• Product Manager, Retail Lending

  • Dec 2010 - Jan 2012

  Led the product management and promotion and acted as the product specialist of a retail lending portfolio valued in excess of $9B Led and managed cross-functional product development and promotion projects, including product marketing campaigns focused on achieving targets and driving profitable business results. Developed and maintained multi-level, internal and external relationships including those across divisions at Vancity, with Vancity’s senior management, and Vancity’s advertising agencyReviewed competitive and market research to understand trends and support recommendations on pricing and other product features - refining the existing product offering to ensure marketability and competiveness

• Manager, Investment Solutions

  • Dec 2009 - Dec 2010

  Led and managed a region of 20 Investment Specialist who manage over 6000 investors with over $265 Million in assets under administrationDeveloped and implemented strategies and programs to enhance overall team performance and achieve set targets and objectivesDeveloped, and maintained relationships with Branch Managers, Directors, VPs, and Mutual Fund Wholesalers



Citizens Bank of Canada (a Vancity Company)

• Branch Manager/ Manager, Retail Sales & Operations

  • Jan 2009 - Dec 2009

  Managed the Vancouver Branch which consisted of 2400+ members and $90M in AUM Provided leadership and coaching to a team of up to 5 financial services professionals, increasing sales, and maintaining customer satsifaction Led and managed the Vancouver Banking Centre staff through a period of significant change and transition while keeping them engaged and maintaining service levels Managed the Bank's $35M Strategic Alliance Portfolio including: managing internal and external relationships, analyzing the portfolio, providing recommendations, creating and implementing changes to policies and procedures Managed the Bank's operational procedures, created efficiencies and managed risk Represented the Bank and collaborated with leaders across the Group of Companies on cross-functional projects

• Performance & Learning Consultant

  • Mar 2005 - Dec 2008

  Coached and developed Account Managers and Mutual Funds Associates in providing aspects of financial advice to Vancity members Coached Financial Services Managers and Branch Managers on how to coach employees (Coached the Coach)Co-authored an internal Financial Planning e-learning course with a focus on financial advice, and increasing referrals across other lines of businessLed a team of managers in developing and implementing a transition (Change Management) plan for Vancity’s merger with Greater Victoria Savings and InsuranceCreated and implemented a training plan for Vancity’s merger with Greater Victoria Savings and Insurance which included recruiting a new employee and managing a budget

• Financial Services Manager II (Secondment)

  • Aug 2008 - Nov 2008

  Co-managed a unionized branch with approximately 30 employeesEngaged in recruiting, coaching, performance management and progressive discipline activitiesEngaged staff in the development and sucessful execution of a business development plan to achieve sales targetsFacilitated weekly meetings focussed on sales, and changes in policies, procedures,products and services

• Account Manager

  • Dec 2000 - Mar 2005

  Developed and grew a book of accounts by building relationships to allowing me to meet and exceed sales targets Discussed both investment and lending options including, but not limited to Term Deposits, Mutual funds (RRSP, RESP and non-registered accounts), Loans, Lines of Credit, and MortgagesDetermined member needs and facilitated referrals across the group of companies as neededRepresented the Branch at speaking engagements and community eventsOrganized the 2003, 2004 and 2005 branch RRSP Campaigns -engaging staff to meet and exceed branch sales targets Took on the role of Branch Compliance Office for the mutual fund licensed representatives

• Financial Services Representative

  • Dec 1998 - Dec 2000