In my role as Head of National Accounts at Picton Mahoney, I am focused on cultivating new and existing relationships with dealers and advisors across Canada to help expand our offerings with partners and support the firm’s mission of helping investors achieve their financial goals with greater certainty. I also collaborate with my colleagues in marketing, sales, compliance, and product to bring new solutions to market, and I represent the firm at industry events and conferences.
I joined Picton Mahoney after a 12-year career at Fidelity Investments Canada, where I managed and grew a territory of 400 investment advisors and $2.5 BN in AUM. I am both a CFA and CAIA Charterholder, and have completed the Emerging Leader Development Program at Columbia University. Currently enrolled in the CFP (Certified Financial Planner) Accelerated Program through FP Canada.
My LinkedIn Account is monitored by Picton Mahoney Asset Management (“PMAM”) and its service providers for the purposes of assessing and ensuring compliance with applicable laws and regulatory requirements and to evaluate reactions to, and interactions with, postings about PMAM and its business so that PMAM may improve its products, services and marketing activities. By posting or transmitting any personal information on or to this LinkedIn Account, you are consenting to PMAM’s collection, use and disclosure of your information for such purposes and any other purposes required or permitted by applicable law. For more information, see PMAM’s Privacy Policy at www.pictonmahoney.com/Privacy-Policy.aspx.
Day 1: Oct 1, 2024
2:15 pm
PANEL: STRENGTHENING RELATIONSHIPS AND DELIVERING VALUE
A Strategic Approach to Growing National Accounts in Asset Management
Deliver new solutions and support the mission of achieving financial certainty with a collaborative approach that helps your organization bring innovative solutions to market. Walk away with an action plan on:
- Developing long-term relationships that involve more than just business transactions by providing the right investment solutions or offering market insights to help deliver results for your clients.
- Expanding offerings with partners to meet investor goals by providing products that meet the shifting needs of clients, from risk management to growth opportunities.
- Tap into each team’s expertise, ensuring that what you offer aligns with regulatory standards while meeting clients’ expectations.
Advance in a dynamic market with industry engagement and continuous learning.
Day 2: Oct 2, 2024