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SUMMARY

Daniel H. Zwicker

New Business Development – Financial Services

Focus: Client centric fiduciary based professional practice.

#1 National Life Insurance Agency builder / Corporate Consultant
Built and sustained #1 National Life Insurance Agency for 10 consecutive years.
Quintupled revenue and net profit in 4 years as #1 National Life Insurance Agency

Duplicating the above is my value proposition

Professional practice financial consultant in the Capital Risk Management sector of the financial services industry for 25 years.
Focus is on sustainable new business development and exponential growth
Business model is an unbiased collaborative Professional Practice client centric market driven platform to achieve sustainable advisor, agency and corporate exponential growth.

Training in structural engineering brings a ‘structural safety’ mindset in ensuring the lifetime preservation of capital and the 30 – 40 year lifetime sustainability of retirement income.

My network includes access to the Best and The Brightest Professional
Financial Practitioners in Canada.

OBJECTIVE:

Consulting/leadership/execution

For a leadership summary visit Linkedin at:

http://www.linkedin.com/in/danzwicker and view full profile.

Performance Standard:

Best in Class

My focus in the financial services sector has been to achieve Olympic caliber high performance advisor empowerment through coaching exponential growth in self confidence. I spent 4 years collaborating with one of Canada’s top amateur athletic track and field Olympic coaches.

Respectfully,

Daniel H. Zwicker
B.Sc. (Hons.) P.Eng. CFP CLU CH.F.C. C.F.S.B.

Professional Engineers Ontario.
Certified Financial Planner
Chartered Financial Consultant
Chartered Life Underwriter
Chartered Financial Services Broker

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BIO

Dan Zwicker has advised individual and corporate clients on wealth management issues for over 30 years. During that time, he has held agency building leadership positions with some of Canada’s most successful life insurance companies and served clients as an independent financial consultant as well.

With considerable experience and expertise to draw on, Dan has chosen to focus his consultancy on retirement, estate and business succession planning. A strong proponent of unbiased financial planning and investment portfolio oversight services, Dan engages clients one-on-one to assist them in achieving their sustainable lifetime retirement income objectives.

Born in Montreal, Dan studied civil engineering at Queen’s University in Kingston, where he earned an Honours Bachelor of Applied Science degree. In addition to his Professional Engineers (P.Eng.) designation, Dan’s credentials include Certified Financial Planner (CFP), Certified Life Insurance Underwriter (CLU) and Chartered Financial Consultant (CH.F.C.).

With five children and six grand children, Dan enjoys an active family life. He is an avid student of politics, economics and professional financial practice. Other interests include new business and community development, marketing, ‘web 2.0’ social media, and high performance team sports.

CAREER SUMMARY

ADVISOR SALES (1977 – 1996)
Imperial Life Assurance Company of Canada

• Led all new Canadian life underwriting sales representatives in my company within
3 months of entering the industry. [MDRT 4 consecutive years prior to entering
management]

• Qualified for top 2% in North American personal sales (Million Dollar Round Table – MDRT) (4 consecutive years prior to agency management)

AGENCY BUILDER – MANAGEMENT (1979 – 1996)
Imperial Life Assurance Company of Canada

• #1 Corporate Agency builder (built & maintained #1 life insurance agency for 10 consecutive years)

• Leading Canadian Corporate financial services life agency builder. Built corporate agency into #1 from #28 in 4 years receiving numerous corporate & industry recognition awards for superior agency and industry growth.

• Professional practice/agency management executive with a consistent yearly record of exceeding agency
revenue & profitability targets.

• Quintupled revenue and net profit in 4 years.

• Strong strategic marketing thinker with extensive experience in leveraging alternative distribution channels to cross sell investment and insurance products by significantly deepening existing relationships.

• Solid track record in generating high performance sales, collaborative relationship building, advisor recruiting, selection, training, professional development, support, marketing and sales execution.

• Led Canadian life agency managers’ national association (LIMAC) to profitability as a professional association within 4 years.

CONSULTING – FINANCIAL SERVICES INDUSTRY (1996 – present)
First Financial Consulting Group

• Contracted to redesign contemporary distribution platform of a 135 year old fraternal benefit society — a member-based insurance organization — with a rich history of investing in the financial security of its members and sharing with the communities in which they live.
• Contracted to implement a financial needs analysis software program for a leading global financial services institution. 5,500 advisors across Canada were trained using real time web based communications platforms.
• Contracted to provide fee for service unbiased client investment portfolio performance oversight based upon investor’s benchmarks. Primary focus is a sustainable (no shortfalls) 30 – 40 year lifestyle retirement income.

EDUCATION

• B.Sc. (Hons.) Structural Engineering, Queen’s University, Kingston, Ontario,
Canada

• Graduated in the top 3 % of the class with first class honors in Applied Science
(Structural Engineering).

• Purdue University, West Lafayette, Indiana, USA
Awarded a Teaching Fellowship to pursue an M.Sc. in Structural Engineering

INDUSTRY ASSOCIATION LEADERSHIP:

Life Insurance Managers’ Association of Canada (LIMAC).

Vice President (Elected) Toronto Chapter – 1985
President (Elected) Toronto Chapter – 1986
Secretary Treasurer (Elected) Canada 1987
Vice President (Elected) Canada – 1988
President (Elected) Canada – 1990

Contact details:
4261 Highway Seven
Suite 238
Markham, Ontario
L3R 9W6

E-Mail: ffcg@rogers.com
Direct: danzwicker@rogers.com
Linkedin: http://www.linkedin.com/in/danzwicker

PROFESSIONAL ENGINEERS DESIGNATION

P.ENG. – Professional Engineers Ontario (PEO)

HOW WE PROTECT THE PUBLIC

PEO’s mandate, as described in the Professional Engineers Act, is to ensure that the public is protected and that individuals and companies providing engineering services uphold a strict code of professional ethics and conduct.
PEO protects and serves the public by:
• ensuring all licensed professional engineers are qualified – and by licensing all who qualify;
• disciplining professional engineers found guilty of professional misconduct;
• taking action against unlicensed individuals who illegally describe themselves as engineers. Similarly, the association can prosecute companies or entities who illegally provide engineering services to the public;
• investigating all complaints brought to it about unlicensed, unprofessional, inadequate, or incompetent engineering services;
• conducting disputes resolution and hearings; and
• preparing performance guidelines as benchmarks for quality of service in the engineering profession;

FINANCIAL PRACTITIONER DESIGNATIONS

CFP – Certified Financial Planner
The Certified Financial Planner designation is an internationally recognized standard for financial planning. It is granted by the Financial Planners Standards Council (FPSC). An advisor with a CFP may help you with personal financial planning and offer advice on investment products and strategies.

CLU – Chartered Life Underwriter
For more than 80 years, the CLU designation has been widely recognized as a mark of excellence in the industry. The Chartered Life Underwriter is a professional financial advisor specializing in developing effective solutions for individuals, business owners and professionals in the areas of income replacement, risk management, estate planning, and wealth transfer.

CH.F.C – Chartered Financial Consultant
A Chartered Financial Consultant is a financial advisor with advanced knowledge in wealth accumulation and retirement planning. An advisor with a CH.F.C. is an expert in retirement planning and capital accumulation strategies.

ONLINE REFERENCES:

http://www.advocis.ca/ (Advocis),
http://www.iafe.ca/ (The Institute for Advanced Financial Education)
http://www.cfp-ca.org/ (Financial Planners Standards Council)
http://www.ifbc.ca/ (Independent Financial Brokers of Canada) http://www.peo.on.ca/ (Professional Engineers Ontario)

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