Managing a portfolio, trading ETFs, Options and Equities. Actively trading both long and short positions. Advising HNW individuals on portfolio construction.

Managing a portfolio, trading ETFs, Options and Equities. Actively trading both long and short positions. Advising HNW individuals on portfolio construction.

Central point of contact support for all new product initiatives and select corporate initiatives. Coordinated internal groups, such as legal, compliance, fund accounting for product launches. Conducted due diligence on global competitor products researched new financial investment vehicles. Led the project management team in launching Invesco PowerShares ETNs in Canada. Raised over $100 million in new AUM through the launch of 6 PowerShares commodity ETNs on the TSX. Assisted the Executive Committee in the operational due diligence of potential acquisition targets in Canada. Examined the target's product line-up, their external relationships with service providers and the benefits of the acquisition to Invesco. Led the product team in designing an Alternative Strategies investment fund for institutional clients. Launched four retirement payout portfolios in spring 2008, raising $35 million in new AUM. A unique product comprised of mutual funds, real estate funds and ETFs in one portfolio; the first of its kind in Canada. Product is geared towards investors entering retirement.

Central point of contact support for all new product initiatives and select corporate initiatives. Coordinated internal groups, such as legal, compliance, fund accounting for product launches. Conducted due diligence on global competitor products researched new financial investment vehicles. Led the project management team in launching Invesco PowerShares ETNs in Canada. Raised over $100 million in new AUM through the launch of 6 PowerShares commodity ETNs on the TSX. Assisted the Executive Committee in the operational due diligence of potential acquisition targets in Canada. Examined the target's product line-up, their external relationships with service providers and the benefits of the acquisition to Invesco. Led the product team in designing an Alternative Strategies investment fund for institutional clients. Launched four retirement payout portfolios in spring 2008, raising $35 million in new AUM. A unique product comprised of mutual funds, real estate funds and ETFs in one portfolio; the first of its kind in Canada. Product is geared towards investors entering retirement.

Recruited to manage and market the firm’s US Equity Funds platform and manage the Hedge Fund platform. Given full responsibility for redesigning the marketing communication materials and developing new product initiatives. * Successfully increased new assets and gross revenues by $4.4 million in the Universal U.S. Dividend Income through aggressive marketing campaigns to the Wholesale Channel. * Developed and launched the first open-ended Global Infrastructure Fund in Canada. * Managed the marketing of the $ 3 billion Maxxum Canadian Equity funds platform. * Increased US Equity funds’ awareness amongst the Sales team through communication of the investment strategies and monthly performance of the funds. * Liaised with the Portfolio/Fund Managers and managed their relationships with the Sales team. * Researched new fund and product ideas and conducted special projects for senior management. * Conducted quantitative and qualitative analysis, on Mackenzie products and competitors’ products.

Recruited to manage and market the firm’s US Equity Funds platform and manage the Hedge Fund platform. Given full responsibility for redesigning the marketing communication materials and developing new product initiatives. * Successfully increased new assets and gross revenues by $4.4 million in the Universal U.S. Dividend Income through aggressive marketing campaigns to the Wholesale Channel. * Developed and launched the first open-ended Global Infrastructure Fund in Canada. * Managed the marketing of the $ 3 billion Maxxum Canadian Equity funds platform. * Increased US Equity funds’ awareness amongst the Sales team through communication of the investment strategies and monthly performance of the funds. * Liaised with the Portfolio/Fund Managers and managed their relationships with the Sales team. * Researched new fund and product ideas and conducted special projects for senior management. * Conducted quantitative and qualitative analysis, on Mackenzie products and competitors’ products.

Recruited after the MBA program to assist in developing new products. Achieved fast-track promotion to a position of increasing responsibility. Devised strategies to repackage global products applicable to the Canadian market boosting revenues by $2.5 million. Realised $200 million in new assets after the launch of the Canadian Equity Fund targeted towards high net worth clients of the UBS Private Bank in Europe and Asia. Built investment products and strategies for large Canadian pension plans. Worked in conjunction with the Caisse de Depot to launch the UBS Dynamic Alpha Strategy. Conducted market research, created marketing material, co-presented with Managing Director at Financial Advisor road shows across Canada. Acted as the conduit between major clients at the senior level including the financial institutions to update contracts totalling $5 billion in assets. Presented a proposal to the Board of Directors recommending penetration of the potential $500 million sector of mid-market charities. Streamlined processes, standardised procedures across the platform to enhance customer service. Developed an in-house Canadian Pension Fund database to allow the asset management staff to extract pertinent data with relevance to the clientele's specifications.

Recruited after the MBA program to assist in developing new products. Achieved fast-track promotion to a position of increasing responsibility. Devised strategies to repackage global products applicable to the Canadian market boosting revenues by $2.5 million. Realised $200 million in new assets after the launch of the Canadian Equity Fund targeted towards high net worth clients of the UBS Private Bank in Europe and Asia. Built investment products and strategies for large Canadian pension plans. Worked in conjunction with the Caisse de Depot to launch the UBS Dynamic Alpha Strategy. Conducted market research, created marketing material, co-presented with Managing Director at Financial Advisor road shows across Canada. Acted as the conduit between major clients at the senior level including the financial institutions to update contracts totalling $5 billion in assets. Presented a proposal to the Board of Directors recommending penetration of the potential $500 million sector of mid-market charities. Streamlined processes, standardised procedures across the platform to enhance customer service. Developed an in-house Canadian Pension Fund database to allow the asset management staff to extract pertinent data with relevance to the clientele's specifications.

Recruited as one of the initial employees, charged with establishing the compliance group. Built the reporting system and testing procedures to meet federal regulations. Interacted with Invesco's senior executives to prepare the global shareholders' report. Developed new mutual fund products with cross-functional departments to increase AUM.

Recruited as one of the initial employees, charged with establishing the compliance group. Built the reporting system and testing procedures to meet federal regulations. Interacted with Invesco's senior executives to prepare the global shareholders' report. Developed new mutual fund products with cross-functional departments to increase AUM.