Gary Grignon
Regional Director - National Bank Investments - Prairies @National Bank of Canada
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WORK HISTORY
Regional Director - National Bank Investments - Prairies @National Bank of Canada
CA
Accountable for developing relationships with investment advisors in the Prairies. Indentifying all opportunities to sell & promote Meritage Portfolios, National Bank & Omega Funds when appropriate & increasing National Banks brand recognition. • Hardworking, he has consistently been a leader in nets sales & firm activity since 2010 with an asset growth of 17x • Partnering with advisors to provide a full depth of business & financial solutions that is respectful to the direction of their unique businesses • Working with select advisors as a Digital media strategist & reputation coach. Assisting advisors shift from traditional practices & adapting to a fee-based & wealth management process • As a leader, coaching & mentoring of regional associates and sales coordinators. As an entrepreneur, manages co-op, sales, and marketing budgets • Earning my brand in the eyes of the advisor community by staying active, present & consistent through extreme market conditions & offering them a fun business relationship with two good ears.
EDUCATION
Canadian Securities Institute (CSI)
Canadian Securities Course
Investment Funds Institute of Canada
IFIC Course
College Champlain
Business Administration, Management and Operations
21st Century Wholesaling
Sales Training
ABOUT GARY GRIGNON
Gary\'s good-humoured & quietly persistent personality lends well to his occupation, as he genuinely enjoys the dynamics of developing & managing relationships. Having started in the investment industry in Toronto in 1997, his long-term goal now, in the Prairies, is to identify the needs of his partner advisors & their clients alike. Then acting as a single point of contact to them, offering a competitive & complete suite of investment, credit & structured solutions. He offers his honest opinions & perspective, believing it is a cornerstone of any professional relationship. Gary consistently delivers superior sales results by providing tailored Service Level Agreements with his clients, respecting their businesses & by having a strong internal team dynamic.
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