Download PDF

What I Do & What I've Done

Making strategy work is more difficult than the task of strategy making

An award-winning sales executive with rare strategic planning and execution expertise combined with a proven ability to successfully lead people and business units to their next level, I have been characterized as an engaging business leader, outstanding communicator and relationship builder with a broad skill set crafted from a wide range of industries and diverse organizational settings.

My mandates have included building national sales teams and multi-location business units;  leading signficant growth initiatives, large scale corporate reorganizations and turnarounds within the Canadian banking, mutual fund, wealth management, capital markets securities, mortgage, and retail health & wellness industries.

I have recently turned my attention to helping organizations and specific business units improve their performance, primarily through the analysis of existing business problems and development and execution of plans for improvement.

Execution represents a disciplined process or a logical set of connected activities that enables an organization to take a strategy and make it work. Without a careful, planned approach to execution, strategic goals cannot be attained. Developing such a logical approach, however, represents a formidable challenge to management.

Organizations call me when they have something pressing on their minds. Whether it is a strategic or operational need or an organizational challenge, they look to me to provide honest, objective, thoughtful, and experienced advice.  I do this by using these core principles:  

  1. Find and solve the most critical and challenging problems. 
  2. Use a fact-based view of a client's performance - facts provide clarity, align people and support credible recommendations. 
  3. Leverage an extensive network to impart external expertise ensuring the right solutions.
  4. Partner directly with leaders who can accept recommendations and have the ability to implement them. 
  5. Build client capabilities to sustain improvement.
  6. Getting to the real issues and building internal support helps reach practical recommendations where employees can be fully participate in the process and skillfully lead the work after I have left the project.

Large Corporate Experience Highlights:

  • Lead record franchise growth at one of North America's largest and fastest growing companies in the exploding health & wellness industry.
  • Early stage development of an award-winning premier private client wealth management account platform.
  • Full integration of an investment and financial planning high-net-worth client value proposition within a complex distribution matrix of Retail, Small Business and Private Banking segments at two of Canada's leading chartered banks.
  • National Operations reorganization impacting 600+ financial services professionals in multiple locations across Canada.
  • Launched multi-lingual 130-seat global Call Centre

 Small Business Experience Highlights:

  • Start-up boutique Financial Services Advisory firm promoting strategy execution and product due diligence, development and distribution within the global marketplace.
  • Start-up revolutionary Internet website exclusively for Automotive Dealers allowing them to increase sales, turnover & refresh inventory while providing the most transparent system for Dealers to network and create winning solutions for all sectors of today's Automotive consumer market.
  • Investment Advisory firm repositioned for growth and portfolio acquisition.

Brands I've Represented

References

Steve Brent

“I worked with Barry for approximately two years in the same group within CIBC however have known Barry for his entire CIBC career. He demonstrated great skill as a Regional leader of an advanced sales force, one that was a premier investment sales force in Canada. Barry is an excellence sales leader, coach and mentor and leads skillfully in the area of people development and talent maximization (helping people reach their true work potential in shorter than expected norms). I fully recommend Barry for positions where is leads, coaches and manages a sales force, product line or line of business. He is a strategic thinker and master of tactics at the same time - he has seen both ends of the battlefield and mastered both. Steve Brent Dec 14, 2009” December 14, 2009

Steve Brent , Learning Consultant,  CIBC Wealth Mgmt worked directly with Barry at CIBC Investment Specialist Group

Arie Moyal

“Barry was a responsive and innovative manager who handled the business transformation process with great care and talent.It was my honour to have worked with Barry and I would be pleased to work with again anytime.” January 13, 2009

Arié Moyal , Investor Communications , Computershare Trust Company of Canada

Guylaine Dupuis

“Barry lead a complex national reorganization of over 1000 employees in multiple Canadian cities while always focusing on client and employee satisfaction levels. Barry has shown to be a great leader and was always concerned about achieving objectives that contributed to the attainment of high standards of quality. He has strong skills in marketing, sales and strategic planning and is known for his decisive leadership style.” March 24, 2009

Guylaine Dupuis , GM Customer Contact Centre, Computershare Trust Company of Canada

Yvonne Thevenot

“Barry's sales leadership capabilities in various roles across the bank were well regarded and admired from peers and leaders. His expertise in wealth management extended to his market accountabilities as his team became quickly known for their focus and commitment to growth of the wealth management business. Barry has always built strong networks and developed relationships through genuine interest in people, and a passion for the business.” December 28, 2009

Yvonne Thevenot , District Manager , CIBC worked with Barry at CIBC

Maureen Kelly

“I had the privilege of working for Barry for 3 years. Under his leadership our wealth management team was highly successful in asset consolidation and client satisfaction. Barry always demonstrated just the right combination of leadership and coaching to help our team to achieve individual and business unit goals and objectives. Barry was always approachable and available to coach me, promoting a solutions-oriented approach to every situation I encountered. Still today, I consider Barry an invaluable mentor and career coach.” December 16, 2009

Maureen Kelly , Investment Specialist , CIBC reported to Barry at CIBC

Karen Biernaski

“Barry is a true sales professional. He has the ability to focus on key business objectives and effectively engage and motivate his teams. Strong business acumen has allowed him to meet aggressive sales quotas and develop lasting partnerships with major customers. I have been involved in a number of successful sales initiatives with Barry, and I consider him one of the finest sales professionals I have dealt with. Articulate, connected and creative are the three words that best summarize his qualities, resulting in a proven ability to make things happen!” December 15, 2009

Karen Biernaski , Director, Referral Marketing & PR, HomEquity Bank  worked with Barry at HomEquity Bank

Ian Perrin

"Barry and I have known each other for almost 20 years. Barry is an extremely capable and effective sales leader in the variety of roles that I have known him in. He is forthright and clear on what is needed to reach goals. He is an asset in all situations I have known him.” January 28, 2009

Ian Perrin , Senior Consultant , Self Management Group

Lise Foley

"Barry is a seasoned sales Leader, allowing the members of his team to fully contribute to the success of the team, as well as individual successes. I would highly recommend Barry as a Sales Executive and wouldn’t hesitate to work with him again.” February 7, 2008

Lise Foley, CIM, FCSI , President , Alliances Tactics Inc.

Skills

Strategic Planning & Execution
New Business Development
Business Transformation
Sales Management

Portfolio

Designations

Education

Executive Education
  • Fellow, The Institute of Canadian Bankers (FICB) - Canadian Securities Institute
  • Canadian Securities Course (CSC)
  • Investment Funds Institute of Canada (IFIC)
  • Specialist, Trust Institute (STI) - Personal Trust &  Estate Management - Canadian Securities Institute
  • Accredited Mortgage Professional (AMP) - Canadian Association of Accredited Mortgage Professionals
  • Seven Habits of Highly Effective People - Franklin Covey
  • The Brand Called You - Tom Peters
  • Media Relations - Jock Osler Communications
  • Graduate of the Excellence in Speaking Institute

Executive Education
  • Harvard Business School, MIT Sloan School of Management and The Institute for the Future customized program with case study methodologies and corporate on-site interactions focused on strategic thinking, organizational transformation and best-in-class global benchmarking.

Hons. Dipl. Bus. Admin

Lambton College
  • Dean's List
  • Canadian Life & Health Insurance Association Scholarship Award 
  • Delta Epsilon Chi - North American Bronze Medalist

Executive Education

Dr Michael Hammer & Company

Intensive program focused on business process design and management needed to create and manage high-performance business enterprises.

Hammer and Co is a business education and research firm that focuses on cutting-edge issues in operations, organizations, and management. The centerpiece of their work is the concept of business process.By redesigning their processes, by measuring and managing them, and by organizing around them, companies are able to achieve unprecedented and sustainable improvements in operating performance.