Managed an investment portfolio for high net worth clients and increased client return on investment greater than the market index for over 7 years. Specialized in performing...more sector and security level research for fixed income, equity, ETF, and mutual fund products. Analyzed optimal capital structures of companies and utilized interested rate hedging opportunities to raise clients alpha. Worked with other bank sectors to cross sell different products, such as mortgages and line of credit.
Grew business assets to over 1500% and developed holistic financial plans for both existing and potential clients, factoring in investment objectives, risk tolerance, investment...more horizon, and long-term goals. Analyzed capital market financings and transactions. Organized and presented theme-based investment seminars, such as "Creating a balanced Portfolio" and "Tax Efficient Savings".
Awarded 2007 Summer Asset Gathering Competition. Focused on prospecting and growing a sustainable book of business for all office management functions.
Peyto Energy Trust
2004 - 2005 (about 1 year)
Effectively created detailed industry valuation comparison and analyzed energy trusts to demonstrate if the competing companies in the oil and gas industry were being over...more or undervalued. This presentation was used on the company's website. Observed and analyzed acquisitions and mergers in the oil and gas industry. Provided analytical support to financing decisions and performed model comparisons of Peyto to other benchmark organizations.
I grew my book of business (assets under administration) by over 1500% in 3 years. That was the largest gain by any advisor in all of Canada. I was named as one of the top 50 financial advisors in Canada, selected as one of 25 advisors in Canada being named one of the most influential professionals shaping the future of the Canadian wealth industry, and recipient of the Young Gun of the Year Award- Award of excellence for outstanding advisor. This accolade goes to industry player, 40 or under, who has best excelled at pushing the envelope with innovation and growth, garnering industry attention and the respect of peers.