Profile
“Being attentive and highly engaged with your clients is a must. I’m wired to be a people pleaser. I love putting a smile on people’s faces and having a positive impact on every interaction”
Gregory Rank
Mackenzie Investments
As district vice president of retail sales at Mackenzie Investments, Gregory Rank has over 25 years of industry experience working with financial advisors and their teams to service businesses in wealth management, brand building, and financial planning.
“I always knew I had an interest in wealth management, the markets, and numbers. Having majored in economics at the University of Toronto, I had an opportunity to grow with Mackenzie and explore various career paths,” says Rank.
“What I discovered are the exciting opportunities that retail sales provided, along with the many great advisors I’ve been able to consult with. I’ve been blessed to work with extraordinary wealth professionals.”
To ensure clients are satisfied, Rank:
180 Queen Street West, Toronto, ON M5V 3K1
416 455 4570
grank@mackenzieinvestments.com
linkedin.com/in/gregory-rank-009941b5
mackenzieinvestments.com
Gregory Rank
District Vice President, Retail Sales
Mackenzie Investments
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Bio
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Profile
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Bio
Milestones
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Bio
Milestones
“It always helps to keep things in perspective regarding the highs and lows of the role and the business. Don’t let the day-to-day sales define you. Let the consistency of your week, month, and year define the impact you’re having with your clients and their business”
Gregory Rank
Mackenzie Investments
1993
1998–2000
2001–present
2010
2022
Started at Mackenzie
1993
Worked in sales as Business Development Manager
1998–
2000
Been at Mackenzie for over 30 years and wholesaling for over 23 years
Won Mackenzie Wholesaler of the Year Award in 2020
2001–
present
Regional Vice President, Sales at AGF Investments
2010
District Vice President, Sales at Mackenzie Investments
2022
Assistant Vice President and Senior Broker at MJ Hall & Company since 2018
Present
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
• makes sure his expertise is represented in model portfolios
• asks clients questions about what’s important to them to establish successful partnerships
• confirms he is selected as 1st quartile in the Advisor Perception Survey by Environics
As a product manager, Rios knows that success is all about prioritizing and making trade-offs. The VP continually strives to find a balance between upskilling her team and herself.
“The more capable my team is, the more they can take on and allow me to tackle difficult problems, of course, but there is always a balance between the longer-term training and needing to get some work done in the short term.”
While Rios admits she doesn’t always get it right, the VP takes every experience as an opportunity to grow and learn. “I find a lot of value and enjoyment in trying something new, and excitement in not knowing what problem needs solving on a given day.”
Chief underwriting officer of executive risk at Chubb
President of financial insurance solutions at Kemper
Chief underwriting officer at Axis Capital
CEO of global Insurance at Endurance
CEO of global Insurance at Sompo International
Awarded Wholesaler of the Year at Mackenzie in 2020, for Rank, the key to success follows the two A’s: attitude and activity.
“Being attentive and highly engaged with your clients is a must. I’m wired to be a people pleaser. I love putting a smile on people’s faces and having a positive impact on every interaction,” he says.
“It always helps to keep things in perspective regarding the highs and lows of the role and the business. Don’t let the day-to-day sales define you. Let the consistency of your week, month, and year define the impact you’re having with your clients and their business,” he continues.
As VP, Rank is an expert at prioritizing and balancing a multitude of priorities.
“I have to be very disciplined, process oriented, mindful of time blocking, and aware of what I have total control over.”
As the wholesaling industry has shifted its emphasis from product to service, Rank has adopted a consultative approach, focusing on acting as a trusted source of expertise to attract and retain clients.
Prioritizing product knowledge plays a large part in this. In addition to listening to third-party podcasts, Rank stays informed on industry trends through asking thoughtful questions and consulting with industry leaders.
By staying up to date on ETF offerings, liquid alternatives, and private markets, Rank combines expertise and optimism.
“With Mackenzie’s incredible tax and estate planning team and practice management support, I can engage in strategies and best practices around working with advisors. Plus, I have a positive mindset with lots of energy and enthusiasm, which can be contagious,” he says.
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