RAVINDER TULSIANI,

FCSI, BA-Law

Corporate Trainer



Transformational Leader

Educate

Unleash the E.D.G.E.

 Develop  Guide  Empower www.UnleashTheEdge.com

 Please click to continue

Unleash the E.D.G.E. | Training Excellence

• Educate – give employees the knowledge, tools, and resources to be effective • Develop – develop them for their next role • Guide – provide coaching, guidance, and correction along the way • Empower – set a good example and then get out of their way

RAVINDER TULSIANI

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Driving cultural transformation for pinnacle growth

Unleash the E.D.G.E. | Ravinder’s Brand

• • • • • Powerful and inspirational business developer, trainer, and leader with a commanding presence.

More than 13 years of outstanding success in diverse industries. Envisions and champions cutting-edge sales, service, and operational programs that generate revenue growth and elevate brand recognition. Builds and empowers teams of best-in-class professionals committed to delivering exceptional results for clients and stakeholders. Drives innovations aligned with the corporate vision in the global marketplace.

“I am a strategic planner who creates cultural transformation in business - with a focus on educating and motivating the workforce to achieve core business objectives.”

– Ravinder Tulsiani 3

Author of several e-business and self-help resources including:

How to be a Public Speaking

Superstar, 2010

Super Tactics of Time

Management Experts, 2007 Family Budget, 2003 Develop Your Financial IQ, 1999 Contributing Writer, hardcopy publication: Coming to Canada, Little Brick Schoolhouse Inc., 1994

Unleash the E.D.G.E. | Expertise

• • • • • • • • • • • Strategic Planning & Execution Bottom-Line Growth Cultural Transformation World-Class Team Development Public Speaking & Engagement Negotiation & Collaboration Executive Liaison Business Research & Analysis Innovative Problem Solving Creative Models & Methodologies Program Design & Delivery 4

Unleash the E.D.G.E. | Selected Accomplishments

Redesigned training programs and client service strategies, securing buy-in to new policies and procedures for E*TRADE. Launched comprehensive client service programs, moving E*TRADE from the #10 to #3 Dalbar ranking in one year.

Created and led core sessions for Keybase Financial staff and managers Canada-wide, ensuring world-class training and regulatory compliance.

Continued next slide 5

Driving cultural transformation for pinnacle growth

Unleash the E.D.G.E. | Selected Accomplishments

Continued… Launched real estate investment firm - complete with member education programs, generating multi-million dollar revenues in three years.

Devised and led monthly investor training sessions, growing attendance to 300 per month, and receiving notable praise for content and delivery.

“Coaching builds relationships that result in continuously improved performance for you and your employees.”

– Ravinder Tulsiani 6

Driving cultural transformation for pinnacle growth

Unleash the E.D.G.E. | Career Path

4Freedom Real Estate Inc., Brampton, Ontario

Privately held Canadian real estate investment firm with business in the global marketplace.

CO-FOUNDER

2007 - Present Keybase Financial Group / Argosy Securities Inc., Toronto, Ontario

Canadian business with over 100 independent Financial Advisors and $1B dollars in assets under administration.

CHIEF COMPLIANCE OFFICER, Argosy COMPLIANCE MANAGER, Keybase 2004 - 2006 2004 2004 - 2006 E*TRADE Canada Securities Corporation, Toronto, Ontario 2000 - 2004

Canadian division of online investment firm with $182B in customer assets worldwide.

QUALITY ASSURANCE SPECIALIST

2003 - 2004

TEAM LEADER ASSOCIATE

2000 - 2003 2000 Earlier Role:

FINANCIAL ADVISOR

CIBC Wealth Management 7

Driving cultural transformation for pinnacle growth

Unleash the E.D.G.E. | Formal Education & Credentials

Masters Certificate in Adult Training and Development: Schulich / York University, Toronto, Ontario Bachelor of Arts - Law: Carleton University, Ottawa, Ontario Canadian Investment Manager: (CIM) Canadian Securities Institute Fellow: Canadian Securities Institute

Completed multiple programs in Finance, Investments, Mortgages, Insurance, and Real Estate including:

Partners, Directors & Senior Officers Course | Business Ethics | Financial Planner & Lender Real Estate License | Investment Planning | Advanced Mortgage Training CIBC Retail Banking | Balancing Risk Management 8

Driving cultural transformation for pinnacle growth

Unleash the E.D.G.E. | Testimonials

“Ravinder is a gifted instructor. Because he has many years experience as financial planner, banker and stock broker, he knows a variety of creative teaching methods to ensure you learn what you need

to.” - Ashish Hora, Lead Consultant, Infosys

“When coaching, Ravinder gets to the heart of the matter and explains thoroughly what is important

to know.” - John Manley, Trading Manager, E*TRADE

“Ravinder has a gift for seeing patterns of cause and effect in businesses and organizations, piercing through to the crux of where the work is, and bringing innovative insights and practical solutions

together to deliver results.” - Raj Anand, Real Estate Agent “Ravinder is a fantastic motivator, speaker and program facilitator.” - Dr. C. K. Teckchandani, Director of Education, Technocrats Institute of Technology

“(Ravinder) is a master at organizing events and selling from the stage. Captivates audiences very

easily. Amazing public speaker.” - Anil Sakhuja, Salesperson, Century 21 9

Driving cultural transformation for pinnacle growth

Unleash the E.D.G.E. | Online Presence

Developer of websites, blogs, and online networking that include:

Website www.unleashtheedge.com

Facebook www.facebook.com/unleashtheedge LinkedIn www.linkedin.com/in/ravindertulsiani Twitter www.twitter.com/unleashtheedge 10

Driving cultural transformation for pinnacle growth

Thank you for taking the time to review this presentation

If you would care to learn more about what Ravinder has to offer, please connect with him via: LinkedIn -

www.linkedin.com/in/ravindertulsiani

Website -

www.unleashtheedge.com

Email:

[email protected] RAVINDER TULSIANI FCSI, BA-Law

Unleash the E.D.G.E. |

Educate  Develop  Guide  Empower