Kitchener, Ontario, Canada
Private Wealth Consultant with a strong focus on discretionary portfolio management and institutional-quality investment solutions for high-net-worth and ultra-high-net-worth clients bringing a total wealth approach. Experienced in asset allocation, portfolio construction, and manager selection, with the ability to translate complex market insights into actionable strategies. Works closely with portfolio managers to ensure alignment between investment mandates, market conditions, and client objectives, with a strong emphasis on performance, risk management, and cost efficiency.
* Partnered with Portfolio Managers and discretionary investment teams to deliver customized wealth management solutions for high-net-worth clients. * Supported the management and growth of client assets by coordinating investment strategies aligned with clients’ financial goals, risk tolerance, and long-term objectives. * Collaborated with discretionary institutional portfolio managers to implement and monitor professionally managed investment portfolios. * Conducted client discovery meetings and portfolio reviews, providing insights on investment performance, asset allocation, retirement, tax, and estate planning strategies. * Developed and maintained relationships with clients, financial advisors, accountants, and legal professionals to generate referrals and business growth opportunities. * Facilitated client onboarding, investment account openings, and ongoing service requirements while ensuring regulatory compliance. * Presented wealth management solutions and investment strategies to prospective and existing clients through meetings, seminars, and networking events. * Worked closely with internal specialists to deliver comprehensive financial planning and private wealth solutions.
As a Financial planner at Edward Jones, I specialize in portfolio construction across all major asset classes — stocks, ETFs, mutual funds and SMAs portfolios— designed to align with each client’s unique goals and risk profile. I use Conquest Planning software to deliver comprehensive, data-driven financial plans that integrate investments, retirement strategies, and insurance solutions for complete wealth protection. My approach combines analytical precision with a client-focused mindset to build diversified, tax-efficient portfolios that grow and safeguard wealth over time. By uniting advanced planning tools with personalized advice, I help clients make confident, informed financial decisions that support their long-term success and peace of mind.
1. Provide bespoke financial planning advice and wealth management strategies for HNW clients. 2. Establish a client base of high net worth individuals, families, business owners and foundations and manage their complex financial needs. 3. Work with the Portfolio Manager & Wealth Advisor and with internal RBC planning experts (including Financial Planning, Estate Planning, Business Owner Planning, Trust Planning, Charitable Planning, Insurance Planning and other specialists). 4. Develop the service plan for ongoing financial planning and wealth management advice 5.IIROC Licensed, Registered Representative (RR).
• Reviewed investment performance of overall portfolios, identified rebalancing needs & provided suitable recommendations aligning with client's risk tolerance, time frame, and goals. • Provided a broad range of investment solutions & products to help meet client's goals & offer in-depth guidance through financial planning services. • Work closely with Portfolio Manager and Wealth Management. • Specialist Salesforce. .Provide coaching & mentoring to assist members of the team with skill development & financial planning software. . Led a team of 15 planners, consistently retain & grow a team of curious, tech-savvy planners by coaching sales skills, fostering accountability, and creating clear paths for growth.
• Deliver financial advice to clients, proposing strategies to achieve short-long term objectives and investments, business and estate planning • Providing relationship support through managing, gathering & analyzing client data. • Created investment/assets allocation models and proposed strategies to capitalize on the market, risk • Collaborate closely with Wealth Management and Private Bank partners to deliver the best service for clients
• Consult with clients to determine financial needs and goals and develop growth plans . Dealing with very complex credit applications including Business and Personal clients • Structure holistic plans for all types of mortgages and Home Equity Line of Credit needs. • Offer detailed, research-based advice on strategies to meet clients’ needs • Completed mortgage loans by monitoring collection, verification, and preparation of mortgage loan documentation, scheduled and completed mortgage loan closing. • Writing audit findings in a report format including management actions taken or planned • Helping the community by volunteering at different events.