Russell Robertson
Cold Lake,AB
Summary
A dynamic leader and entrepreneur, leveraging expertise in discipline, business strategic planning and customer relations to grow Wealth Watch Financial Services and Wealth Works Inc, achieving high levels of success. Employing background including enhancing customer satisfaction through innovative business processes and developing strong, lasting relationships across various industries.
Pursuing a legacy of influencing worldwide positive inspiration, focused on offering world class executive level coaching leadership skills and strategic intervention methodology through our executive coaching practice. Rising through a diverse journey of wide life/ business exposures and multiple disciplines including military service, the study of human phycology and pattern recognition, bringing deep caring and passion to encourage life by design and not by default. Talented Owner and public speaker with excellent marketing, customer service and facility oversight skills and more than four decades of focused experience. Highly effective and comfortable working with people at all levels in organization having experienced 24 countries and several cultures. Articulate, forward-thinking and resourceful in meeting unique needs.
Overview
48
48
years of professional experience
Work History
Owner
Self - Edgewater Cottage & Suites
08.2011 - Current
- Created high level waterfront boutique resort style accomodations on two adjacent properties with high level touches that attracts raving reviews and repeat customers.
- Managed day-to-day business operations.
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
- Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
- Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
- Developed offshoot businesses to support marina yacht tour services, international multi location accomodations in Mexico through acquisitions, renovation and development.
Owner, Business, Leadership, Executive Coach
Wealth Works Inc./ Wealth Watch Financial Services
07.2010 - Current
- Partnered with the elite circles of top rated and internationally recognized leaders, speakers, educators, coaches, business moguls and titans.
- Managed day-to-day business operations to launch a legacy based world wide influence coaching practice that inspires and fosters positivity, trust and connection in corporations, government leaders, businesses and individuals.
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
- Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
- Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
- Established foundational processes for business operations.
- Achieved financial growth with strategic planning, cost control measures, and targeted marketing efforts.
- Organized and attended trade shows and special events to showcase products, network with other businesses and attract new customers.
- Ensured regulatory compliance by staying abreast of industry-related changes and implementing necessary policies or procedures as needed.
Wealth Management Advisor/ Recruitment Advisor
Investment Planning Counsel
03.2020 - 12.2022
- Transitioned from a personal corporation owned independent business model in two years into a publicly owned corporate model while retaining 95+% of clients while initiating an exit strategy from personal ownership while navigating the COVID realities of service delivery.
- Attracted and recruited independent advisors into the corporate model for succession planning purposes until voluntarily leaving the corporate environment.
Wealth Management Advisor
Self Employed Business Owner/WealthWatch Financial
07.1996 - 03.2020
- Launched an independent financial services practice as a sole entrepreneur and as myself being the first client. Ferociously building the business to a high level service team of nine members and attaining gold standard Certified Financial Planner (CFP) and a National/ International top tier presence.
- Attained industry specific credentials for services based on high level financial planning (CFP) in areas of cashflow, investment (CSC, WMA, PFP, Investment Funds, Branch Manager), estate Planning(level 2 IFATC), divorce (CDFA), pension planning and analysis.
- Selected Awarded Best Customer Service Experience Team nationally (2019), published columnist, National Platform Event Speaker!
- Navigated sensitive family dynamics when creating multi-generational wealth management plans that addressed the needs of all involved parties.
- Negotiated favorable terms for clients when selecting investment products from external providers, ensuring alignment with their best interests.
- Collaborated with other financial professionals, including accountants and attorneys, to provide holistic wealth management services.
- Implemented tax-efficient strategies for clients'' investment portfolios, maximizing after-tax returns without compromising overall performance.
- Increased assets under management by consistently acquiring new high-net-worth clients through targeted marketing efforts and referrals.
- Mentored junior advisors on best practices in relationship building, portfolio construction, financial planning techniques, and regulatory compliance matters.
- Provided exceptional customer service through prompt response times, empathetic listening skills, and clear communication of complex financial concepts.
- Managed account needs for 2500+ high-worth clients with values more than $1m+ in yearly revenue.
- Educated clients on estate planning strategies to preserve wealth for future generations while minimizing tax liabilities.
- Managed investment portfolios for optimal performance by actively monitoring market trends and adjusting asset allocations accordingly.
- Sold and delivered bank products and services to affluent clients, successfully selling products and services.
- Built strong relationships with clients through regular communication, understanding their financial goals, and offering tailored advice.
- Streamlined administrative processes within the team for improved efficiency in managing client accounts and reporting requirements.
- Conducted detailed client reviews to track progress towards financial goals and adjust recommendations as needed.
- Conducted client meetings to review, develop and update clients' financial goals.
- Highlighted progress and established new goals by performing portfolio reviews for clients.
- Evaluated the suitability of various investment products for clients, ensuring alignment with their risk tolerance and return objectives.
- Managed client portfolios of stocks, bonds, bank accounts and property documents.
- Evaluated clients' financial status to provide recommendations and suggestions on proper investments, debt management and insurance.
- Organized seminars and workshops to educate existing and prospective clients about wealth management topics relevant to their interests.
- Spearheaded the creation of marketing materials to showcase the team expertise and value proposition, attracting new clients and strengthening relationships with existing ones.
- Developed comprehensive financial plans for clients to achieve long-term objectives, such as retirement planning and education funding.
- Assisted clients in mitigating risks by recommending suitable insurance products based on their individual needs and circumstances.
- Identified clients' financial conditions and needs through financial planning analysis.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Facilitated new client onboarding process and investment account setup.
- Delivered strategic investment advice for individual and corporate clients.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Researched and evaluated potential investment products for clients.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Created financial models to analyze and evaluate investment strategies.
- Implemented exit strategies for clients to transition out of investments.
- Updated clients on changes in tax laws and other regulations affecting investments.
- Enhanced client satisfaction by providing personalized wealth management solutions and strategies.
- Enhanced overall team performance by regularly sharing insights on market trends, product offerings, and successful client engagement strategies.
- Stayed up-to-date with industry regulations and maintained required certifications by attending continuing education courses regularly.
Aircraft Avionics Technician
Canadian Armed Forces
07.1982 - 07.1996
- Cross trained into the Canadian Air force environment leading to intense aircraft type specific education on cargo/ transport and fighter aircraft systems
- Delivered leadership excellence by meeting deadlines for scheduled aircraft maintenance tasks without sacrificing quality or safety standards.
- Improved communication between cockpit and ground crew by maintaining and upgrading aircraft avionics systems while forming part of worldwide service during peacekeeping and wartime timeframes.
- Voluntarily retired from service to embrace a personal passion for financial wellbeing as a sought after leader/ mentor for a huge affinity peer group after educating myself in the tools of the financial world.
Naval Acoustics Technician Sonar
Canadian Armed Forces
12.1978 - 07.1982
- Completed Basic recruit boot camp followed by trade specific electronics training
- Joined ship's Company for travel internationally
- Assigned and completed diverse additional duties related to security, defense, ship's diver, driver and ships maintenance
- Maintained a safe work environment by strictly adhering to established safety protocols, discipline and guidelines.
- Trained new technicians on standard operating procedures, ensuring consistency across the team.
- Performed troubleshooting and diagnosis on malfunctioning equipment.
- Completed complex repairs quickly by leveraging strong diagnostic skills and attention to detail.
Assistant Store Manager
Dairy Queen Brazier
09.1977 - 01.1978
- Selected and entered management training development program and worked with the store team to facilitate retail sales and delivery of consistent service levels for excellent customer service.
Manager of Business Development and Sales
Robertson Decor & Paint
09.1976 - 09.1977
- Enhanced customer satisfaction with efficient account management, timely follow-ups, and prompt resolution of issues.
- Achieved sales and service targets by cultivating and securing new customer relationships.
- Collaborated with suppliers, customers and contract issuers to provide product, installs and service.
- Developed deep understanding of customer needs, priorities and pain points to deliver customized service.
Laborer Helper
Stone Works
07.1976 - 08.1976
- Enhanced project efficiency by assisting skilled laborers in various construction tasks.
- Operated hand tools and power equipment safely, reducing risk of injury or damage to property during construction projects.
- Promoted effective communication among team members by relaying vital information between supervisors and workers.
- Collaborated with fellow laborers to complete projects within specified timeframes while adhering to quality standards.
Education
No Degree - CFP, CSC, WMA, PFP, CCHP, IFATC
Canadian Securities Institute
Toronto, ON12.2018
Mastery University - Life/ Executive Coaching - Master Coach Programs
Robbins Madanes / Robbins Research/ Future Coach -
San Diego, CA04.2024
Skills
Customer Relations
Effective leader
Relationship Building
Verbal and written communication
Executive & Leadership Coaching/ Training
Business Leadership
Staff training/development
Business launch, Development, Planning
Strategic Planning
Financial Management
Languages
English
Full Professional
Serial Entrepreneur, Avid Reader and personal Growth Enthusiast
I have pursued a full immersion journey of personal growth in the coaching world through partnerships with elite specialists such as Tony Robbins, Cloe Madanes, Dean Graziosi, Eben Pagan, Kieth Leonard and many of the most respected past mentors such as Jim Rohn or Wayne Dyer. As a serial entrepreneur my wife, partners and I have started and grown several successful companies through passionate dedication to critically important human needs such as personal well being, financial education, executive leadership and passionate gratitude.
Additional Information
My motto is if we can, we must, if we must we will. It is not always someone else's responsibility to fix or change something. I was raised in an environment where thinking or living small was not an option. My drive is to do good, be good and be a force for positive change throughout the world and in every path you cross. Becoming a published author of my book series is well under way.
Timeline
Wealth Management Advisor/ Recruitment Advisor
Investment Planning Counsel
03.2020 - 12.2022
Owner
Self - Edgewater Cottage & Suites
08.2011 - Current
Owner, Business, Leadership, Executive Coach
Wealth Works Inc./ Wealth Watch Financial Services
07.2010 - Current
Wealth Management Advisor
Self Employed Business Owner/WealthWatch Financial
07.1996 - 03.2020
Aircraft Avionics Technician
Canadian Armed Forces
07.1982 - 07.1996
Naval Acoustics Technician Sonar
Canadian Armed Forces
12.1978 - 07.1982
Assistant Store Manager
Dairy Queen Brazier
09.1977 - 01.1978
Manager of Business Development and Sales
Robertson Decor & Paint
09.1976 - 09.1977
Laborer Helper
Stone Works
07.1976 - 08.1976
No Degree - CFP, CSC, WMA, PFP, CCHP, IFATC
Canadian Securities Institute
Mastery University - Life/ Executive Coaching - Master Coach Programs
Robbins Madanes / Robbins Research/ Future Coach -
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