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Peter Harris

Peter Harris

Registered Insurance Broker

Navigators Insurance Brokers Ltd.

East York

Registered Insurance Broker at Navigators Insurance Brokers Ltd.

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Navigators Insurance Brokers Ltd.

Registered Insurance Broker

Career medium 03

Desjardins Securities Inc.

Investment Advisor

Responsible for business development functions, including key account prospecting and client relationship development of high net worth investors, extensive financial and feasibility modeling, wealth management planning, brokerage, consulting, real-time analysis of current domestic and international market conditions and forecasting.

Selected Achievements:

• Booked net new investment capital under management for the Private Client Group.
• Class President of the Investment Advisor Rookie training program.
• Highest rookie asset gatherer in the branch.
• Conceptualized and compiled a live active database of High Net Worth Individuals for many targeted and highly successful marketing campaigns,
• Successfully navigated the Investment Advisor Program with emphasis on Regulatory Compliance as it pertains to Investment Banking reforms as a result of SOX legislation.

Career

BMO Nesbitt Burns

Investment Advisor

Responsible for business development functions, including key account prospecting and client relationship development of high net worth investors, extensive financial and feasibility modeling, wealth management planning, brokerage, consulting, real-time analysis of current domestic and international market conditions and forecasting.

Selected Achievements:

• Booked net new investment capital under management for the Private Client Group.
• Class President of the Investment Advisor Rookie training program.
• Highest rookie asset gatherer in the branch.
• Conceptualized and compiled a live active database of High Net Worth Individuals for many targeted and highly successful marketing campaigns,
• Successfully navigated the Investment Advisor Program with emphasis on Regulatory Compliance as it pertains to Investment Banking reforms as a result of SOX legislation.

Career medium 06
Career
Career medium 02

CNW Group (Canada NewsWire Ltd.)

Supervisor of Sales Executives

Oversaw all sales and business development functions of Account Executives, including new product rollouts, key account management, customer relationship development, contract negotiations, and order fulfillment. Hold P&L and budget responsibilities. Provide cross-functional team training, coaching, and mentoring. Direct network of Account Executives and Marketing Associates located within the Toronto Bureau. Design, implement, and adjust various sales plans and programs for multi-media communication services, with a focus on building and fostering IR and PR relationships in the Fortune 500 arena.

Career

Insurance Board of Ontario (RIBO)

Registered Insurance Broker, RIB (Ont), Insurance

Canadian Securities Institute

CSC, CPH, WME, Banking, Corporate, Finance, and Securities Law

Northern Secondary School

Ontario Secondary School Diploma