SKYLINE WEALTH MANAGEMENT - Key Persons
Job Titles:
- Associate, Skyline Wealth Management Inc.
As Associate, Skyline Wealth Management Inc., Brianne acts as a point of contact for inquiries to Skyline Wealth while delivering exceptional and consistent customer service to investors. She also supports Advisors in managing investor relations to ensure their financial needs are met.
Brianne joined Skyline Wealth in January 2021 with two years of experience in the financial industry and five years of experience supporting executive management at various firms.
Brianne is committed to providing the best customer experience to Skyline Wealth's investors and strives to go above and beyond to do so. She is always available to answer their questions, address their concerns, and celebrate their successes. Her goal is for her team at Skyline Wealth to be successful and for her clients to achieve their financial goals.
Brianne has completed a technical writing course and an Exempt Market Proficiency Course (EMP).
Carter Job is a wealth management professional with expertise in advisory services and client relationship management. In his role as Advisor Service, Carter uses this experience to expand Skyline Wealth's investment base and maintain the highest level of client satisfaction.
Prior to joining Skyline, Carter worked as an insurance sales representative and has over two years of experience in the insurance industry.
Carter approaches his client engagements from an educational perspective and seeks to give his clients the knowledge and resources they need to make confident, well-informed investment decisions. Carter takes great pride in assisting his clients in setting and achieving their financial objectives. Carter's success is built on his ability to communicate with clients and build relationships, which enables him to offer great customer service to new and existing investors.
Carter is an environmental and sustainability advocate who volunteers in tree planting projects and contributes to round table conversations on sustainability through the Halton Environmental Network and Oakville Green Conservation.
Job Titles:
- Senior Marketing Coordinator, Skyline Wealth Management Inc.
As the Senior Marketing Coordinator, Christian oversees the production and execution of Skyline Wealth's marketing initiatives and campaign development that aim to enhance the investor experience. His work within Skyline Wealth includes collaborating with a cross-functional marketing team to coordinate work efforts to completion, support national events, develop investor conferences, create email marketing automation programs, generate market research on current investors, and develop marketing plans for a variety of investor-focused initiatives.
Christian has over four years of marketing experience. He has formerly worked as a Marketing Compliance & Digital Marketing Strategist for Skin Vitality, a prominent Canadian cosmetic healthcare network. His responsibilities included identifying and resolving serious marketing tracking issues, developing and implementing strategies to improve the ROI of Google and Facebook ad campaigns, reducing overall campaign production time, and improving efficiency through asset standardization, attention to detail, and the formalization of the planning processes.
Christian holds a BA in English Literature from the University of Guelph. His critical thinking and drive for continuous improvement enables him to solve complex tasks and function more effectively. In his role, he aims to expand the foundation of investor-focused marketing initiatives to further improve upon Skyline Wealth's investor experience.
Job Titles:
- Institutional Sales, Skyline Wealth Management Inc.
Christian is a seasoned wealth management professional with experience in client relations and business development. Christian is responsible for managing relations with portfolio managers and investment professionals, as well as educating them on the benefits of alternative assets.
Christian joined Skyline in early 2023 with over 10 years of experience supporting financial professionals in the investment industry. Prior to joining Skyline, he worked as Associate, Advisory Channel, ON, for Hazelview Investments. In this role, he managed relationships for portfolio managers, family offices and pension companies, helping them understand the benefits of using both private and public real estate within their asset allocation models. Christian has also held various positions at CI Global Asset Management, Fidelity, and Invesco.
Christian has a deep understanding of portfolio construction and the benefits of using a multitude of asset classes to improve the risk profile and characteristics of a portfolio. He strives to use his vast experience to educate investment professionals on the benefits of private real estate for those who want to build better portfolios for their clients.
Christian holds a Bachelor of Applied Business Administration - Accounting and Finance from George Brown College. He has obtained his Chartered Investment Management designation from the Canadian Securities Institute.
Job Titles:
- Marketing Manager, Investor Experience, Skyline Wealth Management Inc.
As the Marketing Manager, Investor Experience, Christian is responsible for retaining Skyline Wealth Management Inc.'s (Skyline Wealth) growing portfolio of investors. Christian acts as a key strategist and works with the broader Marketing Team to develop holistic marketing and communication campaigns. His priority is that investors get the most out of their experience with Skyline Wealth and ensure the team has all the resources needed to connect with the growing investor base.
Christian brings over 6 years of communications and marketing experience in the financial and insurance industries. He previously worked at Co-operators General Insurance Company, where he helped lead major strategic initiatives, such as implementing the company's national rebrand and digital strategy. Christian graduated from Wilfrid Laurier University with an Honours BA in Communications Studies. With a passion for the user experience, Christian holds a Nielsen Norman Group's UX Certification with a designation in Interaction Design.
Christian takes a collaborative approach in his leadership style while always aligning his work to the company strategy. In an ever-changing and expanding market, Christian's ability to pivot and cultivate a solutions-oriented approach within a team delivers positive results for investors. Through every campaign or marketing plan, Christian's focus is deeply tied to Skyline Wealth's expanding investor base, allowing him to make decisions that suit their needs, resulting in excellent client relationships.
Job Titles:
- Advisor
- Advisor Service
- Advisor, Skyline Wealth Management Inc.
Daryl is a well-established financial services professional, with experience in both private wealth management and banking.
Daryl joined Skyline Wealth as Advisor Service, Skyline Wealth Management Inc. in July 2022. Prior to joining Skyline Wealth, Daryl spent several years working with high-net-worth investors, in the role of Investor Relations for a private capital company. Daryl then joined RBC, where he used a holistic approach, including investment and credit opportunities, to help his clients achieve their financial goals. During his five years with RBC, Daryl was promoted several times and won multiple awards, including RBC's Leadership Model Award for performance excellence in 2021.
Daryl believes that maintaining great communication is the most important part of his role. He strives to demonstrate a high level of integrity to his clients and values transparency and openness in all his interactions. Daryl believes that having a deep understanding of each client's portfolio, and their individual financial goals, is critical to providing the best service.
Daryl believes that "if he wouldn't do it, why would he recommend it to someone else". He also sees the benefit in having his own goals as an advisor that are directly linked to the success and satisfaction of his clients.
Daryl graduated from the University of Guelph in 2011 with a degree in International Development Economics.
Job Titles:
- Associate, Skyline Wealth Management Inc.
- Client Experience Associate
As a Client Experience Associate, Diana collaborates closely with advisors to ensure investors receive the necessary support and information regarding Skyline's investment products. Her primary focus is on creating a seamless client experience and facilitating smooth transaction processes by ensuring suitability and facilitating the collection of all necessary documentation.
Prior to joining Skyline, Diana held the position of Business Development Manager at a mortgage investment corporation. In that role, she was responsible for driving sales, establishing new relationships, and maintaining existing accounts. Additionally, she assisted with investment sales and completed her dealing representative registration in March 2022.
Diana places a high priority on knowledge and transparency in her interactions. With a keen attention to detail, she strives to anticipate her clients' needs, aiming to deliver an exceptional experience. Her passion lies in helping people and fostering meaningful relationships.
Diana holds a Bachelor of Arts degree with Honors from Ryerson University (now Toronto Metropolitan), majoring in English Literature and minoring in Business Management. She has also completed the Exempt Market Proficiency (EMP) course and the Humber College Real Estate Salesperson Program, further expanding her expertise in the field.
Job Titles:
- Marketing Manager, Investor Acquisitions, Skyline Wealth Management Inc.
As Marketing Manager, Investor Acquisitions, Jenna is instrumental in acquiring new clients for Skyline Wealth Management Inc. (Skyline Wealth). She is responsible for developing and implementing strategies to ensure Skyline Wealth is effectively positioned with prospective investors. She also serves as a key strategist, collaborating with the Marketing Team to build holistic campaigns and track marketing and communication activity.
With over 10 years of real estate marketing experience, Jenna's area of expertise is developing strong, lasting brands, building consistency, creating intricate integrated campaigns and developing strategic plans to support the ongoing business goals. She formerly worked as a marketing manager for RioCan, one of Canada's real estate leaders, where she brought in hundreds of thousands of new traffic each year to shop at the properties, increase monthly revenue and deploy successful branding strategies.
Jenna's managerial style is consultative; she believes excellent ideas come from great brainstorming sessions. She believes in straightforward and open communications. Her determination, can-do attitude, creativity, and eye for detail equip her to achieve set objectives.
During her free time, Jenna volunteers at The Prosperity Project, where she uses her professional expertise in branding and marketing to help charities start or complete projects that were delayed by the pandemic. Jenna holds a Certified Digital Marketing Professional certification from the Institute of Digital Marketing as well as a Professional Certified Marketer certification from the American Marketing Association. Next up, Jenna has her eyes on completing the Chartered Marketer Program through the Canadian Marketing Association.
Job Titles:
- Associate, Skyline Wealth Management Inc.
As Associate, Skyline Wealth Management Inc., Lindsey works closely with Advisors, Investors, and the Compliance department to maintain investor accounts, answer inquiries, and ensure that transactions run smoothly.
Lindsey began her career with Skyline Wealth over five years ago as an Administrator and worked her way up to become the first Associate with Skyline Wealth. When working with clients, Lindsey believes in developing a personalized experience for each of Skyline Wealth's investors and aims to keep her communications frequent so that they are kept "in the loop". Her efficiency and attention to detail enable her to process information quickly and ensure all work products are error-free.
Lindsey has completed her Exempt Market Proficiency (EMP) course and is currently enrolled in the Canadian Securities Course (CSC). Lindsey aims to leverage her studies to become an expert in her role as Associate, and to be the best resource she can be for both her colleagues and investors.
Job Titles:
- Client Services Supervisor, Skyline Wealth Management Inc.
Lisa joined Skyline Wealth in 2015 and is currently managing a team of Associates in her role as Client Services Supervisor, Skyline Wealth Management Inc.. Lisa oversees the day-to-day activities of the Associates as they provide support to the Advisory team. In addition, Lisa excels at campaign analysis and reporting. She is responsible for managing and maintaining investor documentation while assisting in the continuous improvement of processes, procedures, and communications. Lisa also acts as an intermediary with Skyline Stakeholders/Departments such as Marketing & Finance to ensure timely communication and transparency.
Formerly a Skyline Wealth Advisor and Associate, Lisa has used her widespread experience in customer service, as well as her administration and advisory skills, to deepen relationships with Skyline Wealth's investors. Lisa believes that exceptional support, administration, and operations are fundamental to creating a positive investor experience, and applies each of these aspects in her role.
Job Titles:
- Associate, Skyline Wealth Management Inc.
As Associate, Skyline Wealth Management Inc., Maliha is responsible for client experience and works closely with the Advisors, Compliance, and Operations team to ensure exceptional client satisfaction and to manage and maintain investor documentation.
Maliha has over six years of experience in the Financial Services industry and, prior to joining Skyline Wealth in 2022, worked as a registered Financial Services Representative. In her current role, she draws on her experience in financial services to strengthen investor relationships.
Maliha believes that her enthusiasm and strong work ethic helps her to deliver the best experience to all her clients. Her goal is to continue providing outstanding customer experience while furthering her professional development and advancement within Skyline Wealth.
Maliha holds a Bachelor of Arts in International Economics and Finance from Toronto Metropolitan University.
Job Titles:
- Senior Marketing Coordinator, Skyline Wealth Management Inc.
As the Senior Marketing Coordinator, Mariam assists the Senior Marketing Manager, Marketing Manager - Acquisitions, and Marketing Manager - Investor Experience, by coordinating the execution and planning of marketing activities supporting Skyline Wealth's programs. She also helps develop marketing strategies for acquiring new leads and creating an exceptional investor experience.
A Certified Associate in Project Management (CAPM), Mariam joined the Skyline Wealth team in 2019 after completing her co-op term with Skyline. Mariam holds an Honours BA in Business Studies and Marketing from Munster Technological University, Ireland. She also holds an advanced diploma in Business Administration Marketing from Conestoga College.
Mariam believes that authentic and transparent messaging is critical to closing the gap between the investments Skyline offers and what investors seek. She aspires to assist investors in achieving their investment goals while creating meaningful value and an excellent experience for our investors and internal and external stakeholders.
For the last two consecutive years, Mariam has been a team lead for the Skyline Spring Hope Food Drive, where she helped Skyline collect record food donations. Mariam enjoys serving the community and believes in giving back, which is one of Skyline's core values.
Job Titles:
- Member of the Leadership Team
- National Team Lead, Skyline Wealth Management Inc.
Mustafa is responsible for managing Skyline Wealth's Advisor team and sourcing new business opportunities to further expand Skyline Wealth's investor base across Canada.
Mustafa holds a Chartered Investment Manager designation with more than 12 years of experience in the financial services industry. He has worked in Canadian banks, online brokerages, and wealth management firms, and is skilled in investment advisory services.
Mustafa takes a client-centric approach to manage the Advisory team. Having garnered valuable experience in sales and coaching over the course of his career, he has a proven track record of elevating team results when managing large regional territories.
Mustafa has been a long-term sponsor of the Because I am a Girl campaign with Plan Canada which aims to help underprivileged girls build brighter futures and realize their potential. He is also an active participant in sports-related annual charity fundraisers such as JDRF and the Canadian Cancer Society. He is an avid sports enthusiast and enjoys teaching his two daughters golf, tennis, and cricket.
Mustafa holds a Bachelor of Management and Organizational Studies with a Specialization in Finance from the University of Western Ontario.
Job Titles:
- Advisor, Skyline Wealth Management Inc.
My is an established wealth professional with a track record of success in both sales and client services at top private and public investment management firms. With over a decade of experience in the wealth management industry, My has extensive knowledge of a wide variety of financial products.
My has a keen interest in real estate investing. She strives to help her clients achieve their financial goals by talking with them about various investment strategies and portfolio diversification opportunities. Her passion, and dedication to her clients, have earned her recognition from prestigious clientele and contributed to new business growth in previous positions.
My's goal as an Advisor is to establish trust with her clients. By listening to them and understanding their specific financial goals, My is able to build relationships with clients and offer best-in-class customer service.
My holds a Master of Science in Biochemistry (MSc.) from the University of Toronto and is a CFA Charterholder.
Job Titles:
- Member of the Leadership Team
- Vice President
- Vice President, Skyline Wealth Management Inc.
"We have made it our mission at Skyline Wealth Management to show both retail and institutional investors the benefits of private alternatives for their overall wealth strategy. Throughout our history, Skyline Wealth Management and its suite of investment products have consistently delivered stable returns. This stands as a testament to our unwavering commitment to our investors' financial success."
As Skyline Wealth Management's Vice President, Ray oversees strategic direction, business governance, technology advancements, and the distribution funnel, to foster and maintain an active, engaged investor base.
Ray worked for some of the largest financial firms in Canada's public and private sectors prior to joining Skyline Wealth Management in 2018. He has facilitated significant growth and innovation within Skyline Wealth Management to drive its industry success and recognition as one of Canada's leading private alternative investment dealers.
Under Ray's leadership, the Skyline Wealth Management team works directly with high-net-worth and institutional clients. It actively participates in optimizing Skyline Wealth Management's investor engagement strategy to ensure it is continually adding value for the nearly 6,000 Canadian clients who have chosen Skyline Wealth Management and its investment product offering.
Job Titles:
- Advisor
- Advisor, Skyline Wealth Management Inc.
Reuven's career in wealth management includes experience in financial services and investing spanning across various advisory positions. Since 2014, he has worked with high-net-worth investors in providing both self-directed investment advisory services and portfolio management. Reuven has a broad understanding of the full spectrum of investments available to Canadians, from traditional stocks and bonds; to hard assets such as real estate; to digital assets such as cryptocurrency.
Reuven takes a simplified and personable approach to his role as an Advisor. He places importance on staying up to date with the ‘bigger picture' of wealth management solutions within the industry as a whole, and how it relates to the value of Skyline's investment products. He believes in educating and empowering his clients to make the best possible investment choices for their specific financial goals. To Reuven, each interaction with a client is an opportunity to learn more about them, and to make a meaningful difference toward their financial future. Helping investors gain understanding and clarity in their financial matters has always been a rewarding part of the client experience for him.
Job Titles:
- Advisor
- Advisor, Skyline Wealth Management Inc.
Sasha is an established wealth management professional whose career includes experience in client relationship management and advisory services.
Having developed an early interest in finance, Sasha earned both a Bachelor of Business Administration (BBA) and Masters degree in the field. She joined HSBC in 2010 as a personal banker, quickly growing her role and responsibilities through subsequent promotions up to Private Client Relationship Manager. In this role, she facilitated sophisticated investment and credit solutions for high net worth clients. During her career with HSBC, she earned several performance and service awards and was nominated to HSBC's Circle of Excellence. Sasha joined the Skyline Wealth team in 2021.
Sasha believes in a "trust first, business next" approach to client relationships. Whether she is speaking with a potential Skyline Wealth client, or a long-time investor, she applies accountability, integrity, and professionalism with each interaction.
Sasha holds a Masters degree in Banking, Corporate, Finance, and Securities Law from the University of Liverpool, as well as a BBA in Finance from the University of the Fraser Valley.
Job Titles:
- Advisor
- Senior Advisor, Skyline Wealth Management Inc.
Shelley has over 30 years of experience in the financial industry, which includes 25 years working directly with clients to ensure their investment portfolios are providing them with peace of mind. This experience has given her the vast industry knowledge to work with investors from all walks of life.
Shelley believes that every client has a story, and being attuned to the "whole picture" of an investor's life is the best way to forge a path to help clients achieve their investment goals. She understands that an investor's goals and financial plans are ever-changing, dependent on age, celebrating milestones, retirement and career changes, and more. Therefore, her client relationship management style is based on frequent communication and ensuring her clients' funds are working for them in the most efficient way possible.
Talking about finances and investments isn't always easy. Shelley's goal as an Advisor is to develop rapport and trust with her clients so that they can have an open and comfortable conversation about their lifestyle goals, and walk away with a sense of confidence and empowerment in their financial future.
Job Titles:
- Associate, Skyline Wealth Management Inc.
- Associate, Skyline Wealth Management Inc. Marketing, Wealth Services
- Client Experience Associate
As a Client Experience Associate, Vanessa delivers solution-oriented customer service to investors, serving as their primary point of contact for any inquiries they may have. She provides valuable administrative support to advisors by qualifying investors and efficiently handling documentation processes.
With over five years of experience in insurance, banking, and wealth management, Vanessa possesses a wealth of expertise. She is driven by results and demonstrates tenacity and flexibility when faced with challenges. As a Client Services Associate, she aims to become an expert in her field, enabling her to create more efficient processes and serve as a valuable resource for both investors and colleagues.
In addition to her practical experience, Vanessa holds a leadership certification and has successfully completed the Exempt Market Proficiency (EMP) course. She is currently enrolled in the Canadian Securities Course (CSC), actively seeking to enhance her knowledge and skill set. During her free time, Vanessa volunteers with Big Brothers Big Sisters of Oakville, displaying her passion for making a positive impact in her community.
Job Titles:
- Chief Compliance Officer
- Member of the Leadership Team
As Chief Compliance Officer, Vivian oversees all compliance and operations-related functions within Skyline Wealth.
Vivian first joined Skyline in 2017 with 16 years of experience in the investment industry. By overseeing the Skyline Wealth compliance program, including all internal administrative processes, marketing and communications materials, and ongoing client services, she ensures that all of Skyline Wealth's activities and its registrants meet the applicable Canadian and provincial regulations.
Vivian believes in compliance's function as a partnership and valuable asset to the sales/advisory component of wealth management, and she strives to streamline efficiencies at every level of Skyline Wealth, ultimately creating more investment opportunities and building strong client relationships.