Self-starter, with top-notch writing skills…conceptualize and execute on focused messaging driving brand awareness
Award-winning Communications Professional with over 17 years’ experience writing and editing print and web content in client-side, fast-paced environment across a range of investment products. Exceptional writing skills and detail-oriented in crafting creative, compelling, and engaging copy. Maintain tone of voice and creative integrity to execute strategy and project objectives. Strategic thinker, seeing the big picture and small details in collaborating with stakeholders including legal/compliance, project and product managers, sales, and client groups. Manage multiple projects under pressure and deliver within deadlines. Exceptional interpersonal, relationship-building and conflict resolution.
Skills: Copywriting, Advertising, Content Writing for Digital and Print Communications, Proofreading, Editing, Scripts, Long Copy, Short Copy, Understand Language Styles, Audience Needs, Time Management, Organization, Detail & Service Oriented, Problem-Solving, Websites, Newsletters, Project Coordination, Marketing Communications, Microsoft Office, AODA, SEO Optimization.
TD Asset Management, Communications Associate, Toronto, ON 2018 – Nov 2019
Provided timely communications and copy writing services (print and web) for multiple sales channels. Audiences included advisors, consumers, internal employees and institutional investors. Product lines included ETFs, mutual funds and institutional mandates. Collaborated with product managers, sales enablement, associates, legal/compliance and translation services to deliver a broad range of communications including letters, email campaigns, Q&As, brochures, sales tools, articles, market commentary and performance updates.
Acted as project lead and principal writer for advisor and consumer-focused marketing initiatives across a range of marketing tactics.
Contributed to sales and business objectives by managing the timely delivery of accurate and impactful communications.
Manulife Financial, Copywriter, Toronto, ON 2002 – 2017
Reported to multiple stakeholders with responsibility for copywriting services for Manulife Investments and Manulife’s Canadian Division including investor and advisor marketing collateral (print and web) for mutual funds, segregated funds, GICs, RRSPs, RESPs, real estate, principal protected notes, and products from Manulife Bank. Collaborated with stakeholders and teams, brainstorming to identify market needs, managing workflow process and content production for projects to meet regulatory, compliance, and legal approvals while maintaining appropriate tone. Managed legal, compliance and translation approval process for projects.
Acted as lead copywriter for client-focused magazines: Solutions (~120,000) and Advisor Focus (~ 50,000).
Contributed to sales and senior management achievement of business objectives through impactful communications.
Wrote original content for advisor promotional materials including sales concepts, white papers, email blasts, prospecting letters, ad copy, Facebook and Twitter posts, and direct mail.
Edited, proofread, and updated online library for Solutions magazine, resulting in continuous content optimization
Achieved recognition as the principal writer of award-winning marketing initiatives:
—2010 Insurance and Financial Communicators Association (IFCA): Award of Excellence: Solutions magazine, E-Prospect/ Customer Promotion - Print Category.
—Honourable Mention: Solutions program (including solutions magazine and solutions online), E-prospect/Customer Promotion - Integrated Category.
—2007 Canadian Investment Awards - Canadian Investment Marketing Award - Manulife Investments - Income Plus.
—2005 Canadian Investment Awards - Canadian Investment Marketing Award - Manulife Investments Simplicity.
Transamerica Life Canada, Copywriter, Toronto, ON 2000 – 2002
Reported to the Director of Marketing providing copywriting, editorial, and creative services to Transamerica Life Canada’s Investment Product division including content for segregated fund, RRIF, and RRSP marketing collateral.
Wrote compelling and engaging content for weekly sales bulletin Investment Highlights and GROWSafe Monitor.
Collaborated with senior management and corporate communication’s stakeholders for ghost-writing services.
Established an editorial calendar and ongoing meetings with investment management team to improve understanding of deliverables to meet project timelines and objectives.
ADDITIONAL EXPERIENCE (Details available on request)
Freelance Copywriter: Spectrum Investments, Nubase Technologies (internet start-up), Merrill Lynch and Fidelity Investments.
Marketing Assistant Marketing Associate, Merrill Lynch Canada, London, and Toronto, ON
Wrote brochures, web copy, and articles for a range of initiatives focused on mutual funds and other market-based investments for audiences such as investors, advisors, and B2B.
EDUCATION AND PROFESSIONAL DEVELOPMENT
English & Philosophy, Bachelor of Arts, University of Western Ontario
Copywriting that Sells, University of Toronto School of Continuing Studies
Social Media Marketing Certificate, George Brown College (2020)
Copyediting, Ryerson University
Technical Writing, Online Documentation, Psychology of Technical Communication
Grammar & Punctuation II, George Brown College
Canadian Securities License, Conduct and Practices Course, Canadian Securities Institute