Nathan Ma
Investments Wholesaler
660 Cawston Avenue,BC
Summary
Investments professional and Finance graduate with extensive experience in client prospecting, and providing quality and consultative service to financial advisors and brokers. Currently leading all client sales and marketing initiatives for advisors in the Okanagan / Northern Alberta region. Whether it be face to face or over a Zoom call, creating meaningful relationships and long lasting partnerships with my clients is something I take pride in everyday.
Overview
2026
2026
years of professional experience
4
4
years of post-secondary education
1
1
Certification
Work History
Regional Director
Russell Investments
5 2022 - Current
- Currently overseeing sales and marketing efforts for 1600 IIROC/MFDA advisors in the Okanagan, Northern BC, and Greater Edmonton area.
- Winner of New Producer Cash-flow award: 2022 and 2023 for Russell Investments Canada.
- Expertise in pipeline management, and creating unique sales campaigns to drive flows to key products/asset classes in fixed income, global equity, real assets, and private market offerings.
- Presenting capital markets / financial planning insights for bank branches to create brand awareness and thought leadership for Russell Investment supporters and prospects.
- Collaborating with Regional Consultant to deliver memorable unique events and experiences for both clients and prospects in BC/AB region.
- Responsible for CRM maintenance for over 1000 advisors; monthly update of notes and product files to optimize marketing strategies and provide reviews in a timely manner.
Business Development Manager
Manulife Investment Management
09.2017 - 05.2022
- Managed sales and prospecting efforts of +3000 person territory of MFDA, IIROC and insurance advisors.
- Worked collaboratively with District Vice President and Territory Sales Coordinator to maximize mutual fund/segregated fund inflows.
- Consultative approach to prospecting included leveraging in-house capital markets information and competitive landscape data to attract clients and retain champions.
- Hosting various portfolio manager and client events, as well as representing Manulife Investments at industry events and due diligence conferences.
- Increased gross and net sales over 35% YoY for three consecutive years in our territory (2019-2021)
- Leading in prospect efforts resulting in 1st quartile prospect mutual fund and segregated fund sales for four consecutive years (2018-2021) across the country.
- Winner of "Prospector of the Year" (2018, 2021) Emerald Award from Manulife Investments: awarded to sales team with top combined prospect sales (mutual fund and segregated fund) and total number of converted prospects.
Sales Coordinator
Mackenzie Investments
09.2016 - 08.2017
- Efficient implementation and execution of territory sales plan for two separate sales teams based in the Vancouver Island and Greater Vancouver Area.
- Full autonomy over planning two sales calendars to maximize wholesaler efficiency and satisfy company service standards.
- Practicing expertise in industry regulations and company guidelines to ensure all sales practices and dealer co-operatives for each sales team are compliant and processed dutifully.
- Consistently exceeding company meeting count goals, booking on average of 85 core and prospect advisor meetings for District Vice Presidents monthly.
- Taking on an active leadership role by sharing best practices, being a founding member of the Mackenzie Investments Sales Coordinator Council, and mentoring new hires.
Education
BComm - Finance
University of British Columbia
Vancouver, B.C. 09.2011 - 09.2015
Certification
Chartered Investment Manager / Wealth Management Essentials
Timeline
Chartered Investment Manager / Wealth Management Essentials
01-2020
Business Development Manager
Manulife Investment Management
09.2017 - 05.2022
Sales Coordinator
Mackenzie Investments
09.2016 - 08.2017
BComm - Finance
University of British Columbia
09.2011 - 09.2015
Regional Director
Russell Investments
5 2022 - Current
Similar Profiles
MARIANNE NICOLMARIANNE NICOL
Global Infrastructure and Security Program Manager at Russell InvestmentsGlobal Infrastructure and Security Program Manager at Russell Investments
Kai RussellKai Russell
Personal Trainer at Russell InvestmentsPersonal Trainer at Russell Investments
Mckinzie MyersMckinzie Myers
Personalized Managed Accounts Service Associate at Russell InvestmentsPersonalized Managed Accounts Service Associate at Russell Investments
Matthew AgarMatthew Agar
Red Seal Journeyman HDET at Copper Mountain MineRed Seal Journeyman HDET at Copper Mountain Mine
VIOLA FROESEVIOLA FROESE
Teacher at Chilliwack School District No. 33Teacher at Chilliwack School District No. 33