Creating Legacies and Life Plans. Taking money out of government pockets and putting it into yours. Financial conversations are like sex education: They are uncomfortable, don't happen ofen enough, have significant consequences. I'm a financial conversationalist focused on making your dreams a reality. Do you dream big? You should. Would love to grab a coffee to get to know you better.
Over 30 years Financial services experience. Led and transformed financial sales teams. Experienced in providing personal,...
Creating Legacies and Life Plans. Taking money out of government pockets and putting it into yours. Financial conversations are like sex education: They are uncomfortable, don't happen ofen enough, have significant consequences. I'm a financial conversationalist focused on making your dreams a reality. Do you dream big? You should. Would love to grab a coffee to get to know you better.
Over 30 years Financial services experience. Led and transformed financial sales teams. Experienced in providing personal, business and group financial solutions. Effective communicator and problem solver.
Professional Experience
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North Delta Power Talkers - ToastmasterCurrentPresident
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Desjardins Financial Security Independent NetworkCurrentAssociate ManagerConverting Human capital into Financial Capital by pursuing your individual passion. Life's too short. Live a life...read moreConverting Human capital into Financial Capital by pursuing your individual passion. Life's too short. Live a life of richness doing what you enjoy.
Passionate sales leader building financial advisory sales team, providing superior skill development and technical support. -
Sunlife Financial2011Financial AdvisorFinancial Advisorread more
Experienced Financial services provider.
Provide customized, holistic financial solutions focusing...Financial Advisor
Experienced Financial services provider.
Provide customized, holistic financial solutions focusing on insurance and investment needs.
Lifetime financial health partner and trusted financial coach to ensure personal and family goals are met.
Design customized financial solutions that ensure wealth and savings are protected from non-controlable events.
Ensure financial priorities are clear, focused and maintained.
Protect hard earned assets and savings, effectively transitioning to succeeding generations with minimal tax consequences.
Achieved Quick Start and first year advisor productivity bonus for sales performance -
HSBC2008AVP Sales Effectiveness, BC RegionResponsible for designing and implementing sales enablement and tracking programs for 20 retail branches. ...read moreResponsible for designing and implementing sales enablement and tracking programs for 20 retail branches. Facilitated and operationalized wealth management development for BC Retail banking staff. Global liason for wealth management program development.
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HSBC Securities2007Senior Manager, Business DevelopmentNational wholesaler for on-line brokerage line of business. Designed and communicated all branch business...read moreNational wholesaler for on-line brokerage line of business. Designed and communicated all branch business development material.
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RBC Asset ManagementCurrentSenior Regional Manager, Group Financial ServicesLed 15 person mobile sales team responsible for all Group retirement sales in Ontario. Sold and administered Group...read moreLed 15 person mobile sales team responsible for all Group retirement sales in Ontario. Sold and administered Group RRSP, DPSP and Group Savings plans for mid - large corporations. Responsible for sales implementation and post implementation operation of group plans.
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RBC Financial GroupCurrentCommunity Market Manager - College & BathurstRetail banking leader for personal and small business in diverse urban center. Led largest improvement in customer...read moreRetail banking leader for personal and small business in diverse urban center. Led largest improvement in customer and staff satisfaction ratings within 6 months. Responsible for 30 staff.
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RBC Royal BankCurrentCommunity Market Manager - Airport Markets, MississaugaLed retail sales operations for 3 branches in Toronto airport market, including airport foreign exchange operations....read moreLed retail sales operations for 3 branches in Toronto airport market, including airport foreign exchange operations. Consistently maintained top 3 performance rankings, gold customer service ratings and recognized for superior staff development.
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RBC Royal BankCurrentManager Personal Banking, Airport & American, Mississauga
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RBC Royal BankCurrentManager, VIP Banking, Bloor & Yonge, TorontoSales leader for executive banking team in affluent Metro Toronto market. Transformed business results, including...read moreSales leader for executive banking team in affluent Metro Toronto market. Transformed business results, including portfolio quality.
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RBC Royal BankCurrentAccount Manager, Independent Business, Etobicoke
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Activity
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Gregory Brown posted a discussion:Effective Monday May 6, the Surrey 212 Difference is meeting at the Knight and Day Restaurant on King George, just down from the Skytrain.18 days ago
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Contact
Email: gbmoneymatters@gmail.com
Phone: 604-612-1676
Business site: http://vancouverfinancialplanning.tel
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