Brad Meiers

Collaborator
DISC Type : is

Vice Chair at PortfolioHiWay

Greater Toronto Area, Canada

Overview

Brad Meiers is the Vice Chair of Capital Markets at PortfolioHiWay, leveraging over 25 years of experience in the Canadian financial sector, including senior roles at HSBC and TD Securities. Described as a personable team player and an excellent partner, he holds a Bachelor of Arts in Economics from Western University.

Outside of his professional life, Brad is a proud family man who actively supports his childrens endeavors. He is an amateur golfer and cottager, and he is passionate about supporting community causes, particularly those related to Canadian veterans and their families.

He once listed "Cottager and Amateur Golfer" as an occupation, showcasing his sense of humor and passion for life outside of finance.

Personality Overview

Fair-minded

Consensus Builder

Good Listener

Scenarios where both sides can come out as winners appeal to them greatly.  Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are. They are more likely to opt for solutions that are proven in the market.

Topics They Care About

Debt Capital Markets
His entire career, from TD Securities to HSBC and PortfolioHiWay, has been focused on leadership roles within debt capital markets and syndication.
Wealth Management Tech
As a leader at PortfolioHiWay, a wealth management technology firm, he focuses on connecting investors and advisors through modern platforms.
Early-Stage Canadian Tech
He has shown a keen interest in the growth of the Canadian technology sector by publicly sharing insights and articles on the topic.

Media Appearances

Brad has no verified media appearances

Work History

6-2024
Vice Chair at PortfolioHiWay
8-2021 - 6-2024
Chief Executive Officer at PortfolioHiWay
4-2020 - 7-2021
Managing Director, Head of Capital Markets at HSBC
8-2015 - 5-2020
Managing Director, Head of DCM and Debt Syndication at HSBC
8-2014 - 8-2015
Cottager and Amateur Golfer at Muskoka

Education

1984 - 1987
Bachelor of Arts - BA from Western University

More Information

Social Presence :

Prographics :

Exp : N/A Location : Greater Toronto Area, Canada Job Level : N/A Designation : Vice Chair at PortfolioHiWay
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Insights For Selling To Brad

During A Call Or A Meeting

DO's

  • Show them how they look good by making this decision
  • Show genuine interest in solving their problems
  • Use testimonials, case studies to show them why it is a low-risk, high-value decision

DONT's

  • Don’t sound very transactional
  • Don’t give the impression of being unproven or risky
  • Don’t push them to make decisions very fast, let them take their time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brad is

  • Relationship and rapport play a major role, followed by low risk and the presence of proof points.
  • Will you ever get a clear answer from Brad

  • They are diplomatic when the need arises; they hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Brad move?

  • They can take their time to reach decisions, even while they stay engaged and friendly.
  • Can Brad take some risk or not?

  • They are unlikely to take many risks.

You And Brad

Personality Compatibility


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