Canada
Navigating equipment finance isn’t just about numbers—it’s about building the partnerships that drive Western Canada’s industries forward. With nearly two decades of experience in equipment finance, I specialize in delivering customized leasing and conditional sales contract solutions to Calgary’s commercial and national clients. My expertise spans oil and gas services, public sector organizations, health care, agriculture, and complex supply chain operations. I am dedicated to helping businesses of all sizes access the equipment they need to thrive, offering deep market knowledge and tailored financial strategies. Recognized as an industry leader, I have built trusted relationships across Alberta’s business landscape—collaborating with senior executives, entrepreneurs, and industry associations. My commitment to knowledge sharing is reflected in my mentorship roles and leadership in workshops and seminars addressing advances in banking, finance, and industry trends. My professional journey began in 2006 in retail banking while completing my university studies, providing a solid foundation in client service and financial operations. I progressed to an Associate role with RBC Commercial in Alberta’s rural markets before joining Calgary’s Commercial Energy Services Team, where I now manage a diverse portfolio and foster long-standing partnerships built on integrity and results. Passionate about connecting businesses with the financing tools required for sustainable growth, I welcome new partnerships and opportunities to drive client success. Let’s connect to explore how equipment finance can unlock your next opportunity
- Responsible for developing innovative Equipment Finance strategies with Commercial Banking Vice Presidents and their Commercial Business Managers and market segments across the province. - Proactively acquiring new equipment finance deals within various markets and converting these clients to new business for RBC. - Organize the underwriting, documentation, and funding of equipment finance deals by working effectively with RBC commercial account managers, credit risk (GRM) and equipment finance operations. - Engage with all functional departments within Credit, Equipment Management, Operations, Legal, Pricing, Syndications, & Portfolio Management to ensure appropriate responses for all proposals issued. - Structure equipment finance deals to support projects in a variety of industries including: Health Care, Agriculture, Oil and Gas, Supply Chain, Retail etc. - Exploring new business opportunities through strategic planning with partners and industry specialists. - Building and managing strong relationships with existing and new corporate/commercial clients based on the RBC’s strategic outlook. - Developing relationships with external Equipment brokers, Vendors ,Lawyers, Accountants, Valuators, Calgary Chamber of Commerce, RBC Private Banking, Retail Banking and other Centers of Influence. - Develop and maintain relationships with long-term industry leaders.
At RBC Group Advantage, my role is to help businesses build and maintain the right employee wellness programs for their organization. With over 13 years in the business and commercial banking industry as well as 7 years at RBC, I work with companies to build a tailored solution to ensure they remain competitive in their industry as well as ensure they receive the best value and service for their employees. Coordinating the end to end planning and execution of new or enhanced employee benefit programs - supporting the retention & attraction of top talent. Providing investment savings plan options, transitioning existing group savings plans, aligning everyday financial advice - through bank at work seminars and mortgage relocation plans.
Relationship manager responsible for establishing and growing long term banking relationships by applying industry specialization and financial expertise. Provides financial and business advice related to the structuring of operating credit, construction project financing, commercial mortgages, equipment financing, cash management, trade finance, foreign exchange and derivative hedging solutions.
Prepared nutritious meals for families at the Emergency Family Centre and helped with facility projects
Exceptional ability to sell products and services in a highly competitive market while maintaining a large book of business Contributed to the branch’s portfolio and volume growth targets by acquiring and retaining high value relationships and exploring new customer business through referrals and consistent follow ups Used the Customer Experience Model to explore initial and uncovered needs of every client to ensure quality service at every interaction and referred clients to other bank partners where opportunities existed
Planning and executing successful marketing events for branch and business strategies Strong ability to analyze different performance and sales reports promotion of a comfortable and positive environment in the branch for both clients and team members Led, coached and developed direct reports toward achieving business, professional and personal development objectives Faced people issues head on, set clear expectations, communicated often and was very transparent with my team Managed a team of employees including supervision and scheduling of both Customer Service Representatives and Financial Sales Representatives towards achieving Champion status results
Accountable for organizing venue location and also fundraising events with all recruits; ordering individual team packages and distributing them to each group. Maintaining team engaged and focused on goals and on track with schedule.