ian mckenzie resume 2016 (1)

Ian McKenzie Ian McKenzie 403-585-8232 [email protected] Sales Professional London, ON SUMMARY: An accomplished results-driven sales professional with over twenty years of experience in a variety of sales settings. A dedicated team player with excellent time management skills. Always punctual, friendly and helpful. RECENT WORK EXPERIENCE: Investment Advisor Leede Financial Markets Calgary, Alberta Dec 2004-Jan 2016 Trusted problem solver and advisor to investors, executives and Board Members on investments, financial management and strategic initiatives. Participated in financing start-ups in the agriculture, mining and oil and gas industries. Investment Advisor Canacord Capital Calgary, Alberta Nov 1999 - 2004 Assisted clients by creating investment strategies that aligned future financial requirements, risk tolerance and investment horizons in order to accomplish wealth goals under increasingly volatile market conditions. CANADIAN SECURITIES COURSE DESIGNATION: Financial Management Advisor (FMA) the FMA was the precursor to the Chartered Strategic Wealth Professional (CSWP) designation. CANADIAN SECURITIES COURSES COMPLETED: Canadian Securities Course Conduct and Practices Handbook Professional Financial Planning Wealth Management Techniques Technical Analysis Course CANADIAN ASSOCIATION OF GIFT PLANNERS COURSE COMPLETED: Gift Planning Course. The course covered the following topics: Tax Aspects of Gift Planning in Canada, Charitable Bequests & Endowments CRT's & Publicly Listed Securities, Charitable Gift Annuities Cultivation of Prospects Gifts of Life Insurance, Planned Giving Topics Recognition of Donors Stewardship Marketing Starting a Gift Planning Program, Dealing with the Subject of Death Ethical & Liability Issues Group Case Studies. EDUCATION 1980-82 University of Western Ontario, London, ON BA Economics, minors in Psychology and English ADDITIONAL INFORMATION AND EXPERIENCE: • Award winning car salesman • Licensed Realtor working on the west side of Vancouver • Promotion Manager for Vancouver Hotel Chain • Director of Adult Education for a large Foreign Language Institutes in South Korea • Outgoing people person • Customer Service oriented • Detail oriented • Experienced negotiator

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Ian McKenzie Ian McKenzie 403-585-8232

[email protected] Sales Professional London, ON

SUMMARY: An accomplished results-driven sales professional with over twenty years of experience in a variety of sales settings. A dedicated team player with excellent time management skills. Always punctual, friendly and helpful. RECENT WORK EXPERIENCE: Investment Advisor

Leede Financial Markets Calgary, Alberta

Dec 2004-Jan 2016

Trusted problem solver and advisor to investors, executives and Board Members on investments, financial management and strategic initiatives. Participated in financing start-ups in the agriculture, mining and oil and gas industries.

Investment Advisor

Canacord Capital Calgary, Alberta Nov 1999 - 2004

Assisted clients by creating investment strategies that aligned future financial requirements, risk tolerance and investment horizons in order to accomplish wealth goals under increasingly volatile market conditions.

CANADIAN SECURITIES COURSE DESIGNATION: Financial Management Advisor (FMA) the FMA was the precursor to the Chartered

Strategic Wealth Professional (CSWP) designation. CANADIAN SECURITIES COURSES COMPLETED: Canadian Securities Course

Conduct and Practices Handbook Professional Financial Planning Wealth Management Techniques Technical Analysis Course

CANADIAN ASSOCIATION OF GIFT PLANNERS COURSE COMPLETED: Gift Planning Course. The course covered the following topics: Tax Aspects of Gift

Planning in Canada, Charitable Bequests & Endowments CRT's & Publicly Listed Securities, Charitable Gift Annuities Cultivation of Prospects Gifts of Life Insurance, Planned Giving Topics Recognition of Donors Stewardship Marketing Starting a Gift Planning Program, Dealing with the Subject of Death Ethical & Liability Issues Group Case Studies.

EDUCATION 1980-82 University of Western Ontario, London, ON

BA Economics, minors in Psychology and English

ADDITIONAL INFORMATION AND EXPERIENCE: • Award winning car salesman • Licensed Realtor working on the west side of Vancouver • Promotion Manager for Vancouver Hotel Chain • Director of Adult Education for a large Foreign Language Institutes in South Korea • Outgoing people person • Customer Service oriented • Detail oriented • Experienced negotiator

mailto:[email protected]

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