Proven track record in retirement, estate, and legacy planning, maximizing financial security for families and businesses
Specialized in tailored wealth solutions for individual and corporate clients, emphasizing income protection, asset transfers, and high net worth tax strategies
Expertise in employee benefits, including health and dental plans, life and health trusts, and funding buy-sell agreements
Completed the Certified Financial Planner (CFP) program at Business Career College, demonstrating commitment to excellence in financial advisory
Extensive executive experience across diverse organizations, highlighting proficiency in KPI management, forecasting, budgeting, and business consulting
Active life, health & wealth license LLQP - ICBC/Advocis member and Level 1 IBABC P&C license, reinforcing credibility and compliance in the industry
Leading my own team of Advisors
CEO, President, Founder
LinkedIn - Candy, Snacks & Bakery Supergroup
01.2008 - Current
Dynamic Social Media Influencer with 80K Followers driving brand engagement and visibility
Proven track record in executing broker and distributor sales for international Natural & Traditional CPG companies
Expert in forging and cultivating corporate relationships and contracts across Canadian, American, and Mexican markets
Successfully collaborated on private label and branded solutions with top retailers including Walgreens, Loblaws, Sobeys, Whole Foods, CVS, Target, Costco, and Walmart
Provided strategic support in acquisitions, restructuring and planning to enhance client operational efficiency
Innovated and launched Canada's first 'Pay-By-Scan' Floral Franchise Program at Loblaw Companies, setting new industry standards
Established key corporate partnerships across North America for CPG sales
Vice President of Sales & Marketing
Brockmann Chocolate Inc
Richmond, BC
01.2016 - 01.2019
Spearheaded sales growth and strategic initiatives for a $10 million premium chocolate manufacturer, recently acquired by Foley's Candies
Achieved an incredible +83% branded sales growth in the first year, targeting a remarkable +97% in year two
Cultivated the Crunchetti brand, propelling revenue from $280k to $1.1m CDN
Led and coordinated three key departments: Sales, Marketing, and Customer Service
Secured new national listings with major retailers, including Loblaws, Save-On Foods, Shoppers Drug Mart, Sobeys, and Metro
Orchestrated executive-level meetings with Canada's largest retailers to drive strategic partnerships
Fostered new relationships with brokers and retail chains across Canada and the USA
Negotiated and executed several successful private label, control label, and co-manufacturing opportunities
Initiated cross-promotion discussions with Boston Pizza and White Spot, enhancing brand visibility for Brockmann brands
Regional Manager
Morris National Inc
Concord, ON
01.2010 - 01.2016
Successfully led sales for a $100 million importer, marketer, and distributor of premier name-brand confections, groceries, and gift baskets
Managed direct retail, wholesale, and distributor channels across British Columbia, driving significant growth
Cultivated strategic relationships with key national and regional accounts, including 7-11, Pharmasave, and Save-On Foods, achieving impressive sales increases of +160% at London Drugs and +47% at Save-On Foods in the first year
Developed comprehensive annual programs and conducted Nielsen data analysis for national and regional accounts to optimize business performance
Oversaw a diverse portfolio of brands, including Cadbury Biscuits and Wonka, demonstrating versatility and expertise
Achieved rapid success by securing 3 new permanent listings at London Drugs and 4 at Thrifty Foods within just 3 weeks
Expertly identified and leveraged competitive weaknesses through insightful analysis of Nielsen data
Vice President, Sales & Marketing
Dynamic Confections Inc.
Salt Lake City, UT
01.2002 - 01.2008
Led P&L management, EBITDA optimization, and volume budgeting for a $200 million branded & contract confectionery manufacturing company
Drove Canadian Branded Sales Growth of +96% in under three years
Spearheaded the Botticelli brand expansion from $2.2 million to $11 million CAD
Directed and aligned strategies across Sales, Marketing, and Customer Service departments
General Manager, Owner
Harvester Fine Foods Inc.
Kingston, ON
01.1998 - 01.2002
Spearheaded a 5,000 sq
Ft
All-natural and specialty food market, achieving a remarkable 600% increase in store volume within two years
Oversaw comprehensive operations, finance, administration, purchasing, and marketing, ensuring seamless retail performance and employee engagement
Cultivated a dynamic concept store, developing and promoting successful private-label brands such as 'Harvester's Own' and 'Fresh-To-You' in meat, bakery, and deli products
Initiated innovative niche marketing programs, including the successful 'Buy the Meal and Take Home the Recipe' promotion, enhancing customer experience and engagement
Managed the area's largest fresh produce department, garden center, and outdoor market, setting the standard for quality and service
Successfully sold the business for profit, demonstrating strong entrepreneurial acumen and strategic business planning
Regional & National Sales
Hershey Chocolate Company
Mississauga, ON
01.1990 - 01.1998
Achieved substantial sales growth, contributing to over $400 million in revenue for a leading Canadian company
Excelled as Senior National Accounts Manager, driving strategic partnerships and maximizing client satisfaction
Won awards for Spending Control and Sales Growth
Spearheaded innovative strategies as Trade Marketing Manager, enhancing brand visibility and product performance while heading up my Key Account team
Demonstrated exceptional leadership as Unit Sales Manager, consistently exceeding sales targets and boosting team productivity
Coached 32 employees and supervisors
Cultivated key relationships and delivered results as Sales Representative / Key Account Manager, ensuring long-term client retention and sales growth
<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.