Maureen Glenn
Stella,ON
Summary
Currently enjoying exciting and profitable opportunities in the marina industry, with towing and boat delivery services.
Prior to my professional retirement, I was an accomplished Vice President at Richardson Wealth Limited, adept at translating complex tax and estate strategies for high net worth families. Proven leader with exceptional relationship-building skills, driving team success and client engagement. Recognized for mentoring professionals and enhancing success through collaboration across organizational and client initiatives. Adaptable and reliable in dynamic environments.
Overview
32
32
years of professional experience
1
1
Certification
Work History
Vice President, Tax & Estate Planning
Richardson Wealth Limited
03.2006 - 05.2024
- Senior management role leading the delivery of estate/tax/insurance planning for high net worth families. Also acted in my own professional role as Trust and Estate Practitioner and Certified Financial Planning professional to advise clients, build and present comprehensive wealth plans.
- Led a national team of 20 professionals, including those with estate law, tax accounting, business succession, and insurance specializations.
- Demonstrated proficient leadership skills to attract and motivate employees and build competent teams.
- Fostered relationships with key stakeholders to support strategic business profit centres.
- Spearheaded organizational change initiatives, enhancing adaptability and responsiveness to financial planning trends and software capabilities in financial, tax and estate planning.
- Key strengths included the ability to communicate complex tax and estate planning concepts in person and in writing.
Agency Trainer/Insurance Salesperson
Clarica and SunLife Insurance
01.1992 - 09.2005
- Worked in progressive roles from Branch Office Administrator to Agency Trainer, then on to head office Sales Force Technology executive, and finally to Insurance and Investment Salesperson.
- Developed and delivered training programs with diverse instructional methods enhancing advisor and employee skill sets, product knowledge, and sales concepts.
- Key successes included the ability to communicate effectively across multiple team/employee roles to enhance collaboration.
Owner/Operator
Quarry Sportsplex Inc.
09.2001 - 06.2005
- Provided 44,000 sq ft air structure for rental fields/space for indoor soccer leagues, trampoline team, and indoor golf driving range.
- Implemented strategic marketing initiatives.
Education
Bachelor of Arts - Sociology
Laurentian University
Sudbury ON05-1996
Skills
- Dynamic Public Speaker in large and small group settings
- Ability to interpret complex strategies for high net worth families to ensure successful plan implementation
- Critical thinking and analytical approach
- Exceptional listening and communication skills to encourage understanding and harmony
Certification
Trust and Estate Practitioner (TEP), STEP 2015
Certified Financial Planner (CFP), FP Canada 2012
Fellow, Life Management Institute (FLMI), LOMA 2010
Small Vessel Operator Proficiency & Small Domestic Vessel Basic Safety, Transport Canada
Marine Basic First Aid CPR/AED Level C, Canadian Red Cross
Timeline
Vice President, Tax & Estate Planning
Richardson Wealth Limited
03.2006 - 05.2024
Owner/Operator
Quarry Sportsplex Inc.
09.2001 - 06.2005
Agency Trainer/Insurance Salesperson
Clarica and SunLife Insurance
01.1992 - 09.2005
Bachelor of Arts - Sociology
Laurentian University