Chorister at Jubilate Singers
September 2008 - September 2011
Jubilate Singers, founded in 1969, is a mixed-voice chamber choir dedicated to enriching the cultural life of the Toronto region. Under the musical direction of Isabel Bernaus, the choir specializes in international music. Recent performances have included African, Latin American, Eastern European, and Finnish music, as well as the standard classical repertoire and works by Canadian composers. Jubilate Singers is winning increasing recognition for the high standard of its performances, the variety of its musical repertoire, and its contributions to the community.
I recently served as a Member-at-Large on the Executive Committee with the responsibility of garnering corporate sponsorship and government support.
Business Development Manager / Wealth Consultant / Private Account Executive, TD Waterhouse at TD Bank Group
March 2004 - October 2006
Business Development Manager / Wealth Consultants / Private Account Executives are dedicated to establishing a long-lasting relationship with higher net worth clients who are referred to us by the TD Canada Trust Retail branches by introducing them to:
1. TD Waterhouse Private Investment Counsel: one of Canadaâs leading discretionary money managers. A personal investment strategy is developed with the assistance of a proven accredited Portfolio Manager who takes on the responsibility of the day-to-day management of a portfolio.
2. TD Waterhouse Private Trust: through The Canada Trust Company, TD Waterhouse Private Trust has been one of Canadaâs leading estate trust advisors for over 100 years. Private Trustâs range of services includes assistance for executors, Will and estate planning, trusts, power of financial management and tax services.
3. Private Giving Foundation: the first program of its kind offered by a Canadian financial institution that enables individuals to establish an endowment fund.
Account Manager, Employee Private Client Services at TD Bank Group
July 2003 - March 2004
Employee Financial Services offers a range of Employee Banking Benefits to all TDBFG employees and benefit-eligible retirees, from day-to-day banking to exploring credit products, discussing wealth management and developing a strategy to achieve a clear financial vision.
Senior Field Consultant, Fee Based Programs, TD Waterhouse Private Investment Advice at TD Bank Group
February 2003 - July 2003
The Product Sales and Support team is responsible for the development and promotion of fee-based program business initiatives such as fee-based accounts, discretionary managed accounts, high-end client fund wraps, and 3rd party managers separately managed accounts. Core strategies include growth of market share, defense against competition and drivers of profitability.
Product Associate, TD Managed Assets Program, TD Mutual Funds at TD Bank Group
September 2000 - February 2003
The Product Management Group is responsible for the development, execution and on-going maintenance of an entire suite of products that range from multi-class series of funds, registered and non-registered accounts, segregated funds and exchange traded funds.
Product Resource Officer, CT Investment Management Group Inc., Mutual Funds Solutions at TD Bank Group
December 1998 - August 2000
1. Perform regularly scheduled business support activities on behalf of the entire Mutual Funds business (ie department procedures, year end activities)
2. Represent Canada Trust Mutual Funds on various projects and working groups
3. Writing / updating procedures and manuals
4. Channel Support â troubleshooting various issues related to Mutual Fund accounts and account types and acting as a resource for regular business activities
5. Project Support â acting as a business Subject Matter Expert on business projects as assigned
6. Build strong working relationships with channels we support, Operations & Technology and Legal and Compliance partners.
7. Help support team to execute activities including risk, business sign-off process, funds launches, etc.
Financial Advisor, Canada Trust at TD Bank Group
1996 - November 1998
As one of the senior advice providers in the branch, the Financial Advisor understands the banking and financial needs of customers, and provides appropriate advice and recommendations. The role is the primary contact and resource for large/complex investment and credit needs, often dealing with high value customers, and is responsible for meeting or exceeding specific individual and team based business goals. Consistently delivering an exceptional customer experience by fostering a relationship of mutual trust and confidence is a cornerstone of this role.
Member at North American Association of Sports Economists
July 2010
The purpose of this Association is to promote and facilitate research and teaching in the economics of sports. The Association will work to maintain and enhance communication and sharing of ideas among people interested in the economics of sports, within North America and throughout the world.
Life Insurance Advisor, TD Waterhouse Insurance Sevices at TD Bank Group
October 2007
TD Waterhouse Insurance Services can provide you with effective insurance products, services and strategies to help you achieve your personal and business goals.
You've worked hard for your success. Now let the TD Waterhouse team help you protect and enhance it.
A TD Waterhouse Life Insurance Advisor will work with you and your financial advisor to customize the insurance strategies that best meet your personal or business needs. And we'll be there to review and adapt those strategies as your needs change or become more complex in the future.
In developing these recommendations, TD Waterhouse draws on a full range of life, health and wealth protection products from some of Canada's leading financial services companies.
The strategies you need to achieve your personal and business goals are as individual as you are. We can work with you to develop a customized plan that is uniquely yours.
Investment Advisor, TD Waterhouse Private Investment Advice at TD Bank Group
November 2006
TD Waterhouse Private Investment Advice is a full service brokerage ideal for investors with substantial portfolios who are looking for professional, custom tailored investment advice and planning, while maintaining participation in the decision-making process regarding their financial affairs.
I work with my clients to identify their personal or business investment planning needs and help them structure their portfolio to preserve and grow their wealth.
Drawing on resources and professionals from throughout the TD Bank Financial Group, I carefully consider each client's entire financial situation. Guided by my client's objectives, I create and maintain a life-long personalized investment strategy while providing regular reporting, anticipating changes and adjustments, recommending new products and services - striving to ensure my client's objectives are met.
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