Michael F.

Questioner
DISC Type : c

Vice President Institutional Equity Sales at Red Cloud Securities Inc.

Greater Toronto Area, Canada

Overview

Michael serves as Vice President of Institutional Equity Sales at Red Cloud Securities, a firm focused on the mining sector. His background includes roles in sales and marketing, and he holds the CSC and Portfolio Management Techniques (PMT®) certifications, indicating deep expertise in capital markets.

Outside of his professional life, Michael is involved in philanthropy, participating in the "Metals and Mountains" ride to raise funds and support the Womens College Hospital Foundation. This suggests a passion for community involvement and likely an interest in cycling or outdoor activities.

He helps organize high-level discussions with influential figures like Frank Giustra to advocate for greater investment in Canadian resources.

Personality Overview

Cautious & Analytical

Price-Sensitive

Systematic

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  They prefer to fully evaluate every situation. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Uranium Sector
Actively shares his firm's research and positive outlook on the uranium market, demonstrating a key area of professional focus.
Canadian Resources
Promotes discussions on why Canadian pension funds should increase their investment in the country's natural resource companies.
Mining Investment
His role at a globally oriented, mining-focused investment dealer places him at the center of capital raising for resource companies.

Media Appearances

Michael has no verified media appearances

Work History

10-2022
Vice President Institutional Equity Sales at Red Cloud Securities Inc.
9-2020
Vice President, Sales at Red Cloud Securities Inc.
1-2020 - 9-2020
Associate Vice President Marketing at Red Cloud Financial Services Inc.
5-2019 - 12-2019
Retail Sales Specialist at Red Cloud Financial Services Inc.
11-2017 - 3-2019
Inside Sales at CI Investments Inc.

Education

2009 - 2013
Education details unavailable from University of Ottawa

More Information

Social Presence :

Prographics :

Exp : 11 Location : Greater Toronto Area, Canada Job Level : Senior Designation : Vice President Institutional Equity Sales at Red Cloud Securities Inc.
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Insights For Selling To Michael

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Tell them that you will come back if you don’t have a good answer for a question
  • Share as much information as possible regarding your product

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Don’t try to be too friendly or informal with them
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Michael is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Michael

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Michael move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Michael take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Michael

Personality Compatibility


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