Tim Plaxton
Mississauga,ON
Summary
Accomplished Senior Financial Consultant with a proven track record at IG Wealth Management, enhancing client satisfaction through expert financial advice and personalized investment strategies. Skilled in financial planning and relationship building, I've successfully managed high-net-worth portfolios and led over 80 consultants in their careers. Specialize in investment planning and retirement strategies, achieving significant wealth growth for clients. Motivated [Job Title] with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.
Overview
52
52
years of professional experience
Work History
Senior Financial Consultant
IG Wealth Management
03.1981 - 03.2024
- Increased client satisfaction by providing expert financial advice and personalized investment strategies.
- Developed comprehensive financial plans for clients, leading to significant wealth growth over time.
- Streamlined internal processes to improve efficiency and reduce operational costs.
- Implemented risk management strategies to protect clients'' assets and minimize losses during market fluctuations.
- As former Division Director recruited, trained and developed over 80 Consultants for a career in financial planning
- Managed high-net-worth client portfolios, ensuring optimal asset allocation and diversification.
- Optimized portfolio performance by regularly reviewing investments and adjusting allocations based on market conditions.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
Assistant General Manager
CIBC
01.1985 - 12.1990
- Responsible for a team of 20 specialists across Canada selling foreign exchange and money market services and investments to small and large corporations across Canada
Assistant Vice President Money Market and Foriegn
Banque National Paris
01.1980 - 12.1984
- Responsible for a team of 3 Specialists selling forien exchange and money market investments to small and large corporations in Ontario
Treasurer
Chrysler Credit Canada
01.1974 - 12.1979
- Over saw the issuance of short term commercial and long term debt debt for Chrysler Credit to large corporations across Canada
- Reported to Chrysler Finical Corporation in Detroit, USA.
Money Market Salesman
Dominion Securities'
06.1972 - 12.1973
- Buying and selling money market instruments to large corporation in Ontario
Education
University of Toronto
Bachelor of Arts - Economics
University of Western Ontario
London, ON05.1972
Skills
- Investment planning
- Investment Advisory
- Relationship building and management
- Mutual funds
- Sales and Marketing
Financial Planning
Recruiting and training
- Investment advice
- Retirement planning
- Retirement needs
- Estate Planning
- Effective Communication
- Relationship Building
- Self Motivation
Timeline
Assistant General Manager
CIBC
01.1985 - 12.1990
Senior Financial Consultant
IG Wealth Management
03.1981 - 03.2024
Assistant Vice President Money Market and Foriegn
Banque National Paris
01.1980 - 12.1984
Treasurer
Chrysler Credit Canada
01.1974 - 12.1979
Money Market Salesman
Dominion Securities'
06.1972 - 12.1973
University of Toronto
Bachelor of Arts - Economics
University of Western Ontario
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