What we do

INVESTOR RELATIONS

 

Heighten market awareness of your company with the right retail advisors by building an investment brand to attract, engage, and retain them.

ASSET MANAGEMENT

 

Expand your outreach and grow your market share with our proprietary approach driven by data and multi touch strategies.

CAPITAL MARKETS

 

Broaden your reach and increase retail participation in your capital raises. We are experts in leveraging existing relationships and building new ones.

SHAREHOLDER SERVICES

 

Captivate shareholders to garner support and ensure that high profile shareholders are on board and actively championing your resolutions.

Get your message to advisors

& brokers today

Smart Outreach System
Proprietary Database
Advanced Tracking
Experienced Salesforce
 

Who we are

Founded in 2011, we are a high impact sales & distribution company working on behalf of clients in the financial services industry. Our unique approach helps us effectively and efficiently build brands and launch products on behalf of our small, medium and large clients. With offices in both Toronto and Montreal, Hybrid offers comprehensive coverage of both the Canadian and U.S. markets. We are a strong and growing team of 40+ Sales Professionals and 70+ Sales Call Agents.

Proprietary database of over 300,000 U.S.
and Canadian retail brokers
Over $4 Billion raised on behalf of clients
since 2012
Members of the team have structured and sold in excess of $10B of investment products
 

Our Team

STEVE MARSHALL
CEO

Co-founder and responsible for the successful execution of the company’s business plan.  Prior to Hybrid Financial, Mr. Marshall was founder and CEO of OpenSky Capital – the largest marketer of structured products in Canada with over $4.5 billion in assets sold.  He was responsible for the company’s overall operations and was directly involved in the development of products and negotiations with issuers including Deutsche Bank, Societe Generale, BNP, JP Morgan, Citibank, National Bank of Canada, and BMO Capital Markets. Before founding OpenSky, Mr. Marshall was a Senior Vice President at a major wealth management firm, where he was responsible for over $1 billion of institutional assets and $900 million of high net worth assets. In 2005 Finance et Investissement, the sister publication of Investment Executive, nominated Mr. Marshall as one of the Top 25 most influential people in Quebec’s financial services. Mr. Marshall is a board member of Tamaka Gold Corp, Solar Flow Through fund, and Nexus Crowd Inc.

ELLIOT MILIAN
MANAGING DIRECTOR

As a Managing Director, Elliot Milian is responsible for business development and sales strategy. In his role he has brought Hybrid’s sales process and tools to life. He is an early adopter of analytics and technology and was instrumental in developing Hybrid's unique combination of sales and marketing techniques to maximize the results the team creates for Hybrid’s clients. A big believer that sales should be effective, efficient, and transparent, he continues to refine the company’s methods adding new capabilities to continually improve results. Elliot has over 10 years of experience in the investment industry having worked for several leading asset managers.

ALEXANDRE COTE
MANAGING DIRECTOR

Prior to co-founding Hybrid Financial, Alexandre Cote was a Managing Director at AXA Canada where he helped create a Guaranteed Investment Funds platform. His team launched one of the first traditional fixed income funds listed in Canada. He also worked as VP of sales at OpenSky Capital — the largest independent marketer of structured products in Canada with over $3 billion in assets.  As one of the first employees, he helped establish and develop the company. Mr. Cote started his career at Talvest, where he was responsible for a region with approximately $500 million of AUM. Mr. Cote earned a B.A. in Commerce from Laval University.

 

Careers

Skills & Experience

Minimum bachelor’s degree or equivalent in a field such as commerce, finance, or business administration

CSC and Bilingual (French, English, or any other language) a definite asset

Knowledge of MS Office

Demonstrated interest to learn

Excellent customer service and communication skills.

Ability to work independently and cooperatively in a team

Excellent organizational and analytical skills with good problem-solving 

Responsibilities

Work closely with the sales team and senior executives to help generate sales and develop new business along with servicing and managing existing clients regarding Hybrid Financial's products and services.

Make daily outbound phone dials and contacts to build relationships with financial professionals, keep clients’ information updated, and generate new leads from a defined target segment of advisors.

Interact with clients via inbound phone contacts to provide effective customer service in response to inquiries and/or issues regarding accounts and related issues.

Sales Professional

Digital Marketing Specialist

Data Analyst

 

Contact Hybrid Financial

40 King Street West, Suite 1700
Toronto, ON

M5H 3Y2

 

Telephone Number:
(647) 931 4015

1 888 246 9446

2020 Robert-Bourassa

Suite 2230
Montréal, QC
H3A 2A5

 

Telephone Number:
(514) 375 0473

1 888 246 9446

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