About Mike Belobradic
Marketing expertise backed by real-world industry insight and experience
About Mike Belobradic, Marketing
I am Mike Belobradic — an executive marketer and brand strategist with over two decades of experience helping brands and individual advisors to grow, evolve and succeed in complex and highly competitive markets. From leading national marketing initiatives at major financial institutions to consulting for fast-paced fintech startups, I have spent my career building results-driven marketing strategies that work.
But what sets me apart is more than just my résumé — it is my rare combination of deep marketing acumen and hands-on experience working directly with Wealth Advisors, and my time as a Luxury Travel Agent, and a Realtor. I don’t just market these services — I have lived them.
PROFESSIONAL EXPERIENCE
Marketing, Digital Strategy & Social Media – Director/VP (Contract Roles)
03/2019 – Present
Lead digital and marketing strategy engagements to support brand growth, content marketing, client experience, and demand generation. Currently seeking a full-time permanent role.
Selected engagements include:
Head of Sales, Business Development & Marketing – Travelpath
Director, Marketing – Nest Wealth (now Objectway)
VP, Digital Marketing – Wellington-Altus Private Wealth
VP, Digital Marketing – Richardson Wealth
VP Customer Success – SigFig (now Tandems) (San Francisco)
VP Customer Success – Horizon (fintech)
Key Skills: Digital marketing, B2B SaaS, social media, demand generation, SEO/SEM, marketing automation, analytics, UX/CX, brand governance, content marketing
Director, Marketing & Digital – Barometer Capital Management
09/2017 – 03/2019
Led marketing and digital transformation to elevate the firm's online presence and client experience, resulting in significant new asset generation.
Key Skills: Digital strategy, content creation, marketing automation, HNW marketing, brand governance, lead generation
Director, Marketing & Client Strategy – Sprott Asset Management (now NinePoint)
08/2016 – 09/2017
Developed marketing and digital strategies tailored to HNW clients, enhancing product positioning and advisor enablement.
Key Skills: Wealth marketing, content marketing, practice management, lead generation, client experience, brand management
Marketing & Digital Strategy Consultant
03/2014 – 08/2016
Advised financial and professional services firms on integrated digital marketing, social media, and brand strategy.
Key Skills: Marketing strategy, digital transformation, customer segmentation, social media, content marketing
Senior Manager, Digital Strategy – TD Wealth
01/2013 – 03/2014
Accountable for digital strategy across all TD Wealth lines of business in North America.
Key Skills: Wealth digital strategy, online experience, strategic planning, project management
BMO FINANCIAL GROUP (1997 – 2012)
VP & Managing Director, HNW Strategy, BMO Wealth Group
11/2010 – 05/2012
Launched a national Wealth Advisory Program and developed marketing acquisition strategies for HNW clients.
Developed advisor training that improved asset acquisition and retention
Improved client experience and competitive positioning through compelling content
VP & Managing Director, BMO Wealth Management Group
11/2006 – 11/2010
Built and led the HNW servicing group; delivered 68% asset growth in year one with consistent YoY increases.
Led business strategy, marketing, advisor training, and financial planning
Managed team of 25
VP, Managed Products & Product Marketing – BMO Nesbitt Burns
11/2004 – 11/2006
Oversaw product marketing and launched a multi-million-dollar product that exceeded sales targets.
Director, Digital Marketing Strategy – North America, BMO Financial Group
12/1999 – 11/2004
Led North American digital strategy for BMO (Canada) and Harris Bank (U.S.); unified the digital brand across borders.
Senior Manager, Marketing Communications, BMO Nesbitt Burns
08/1997 – 12/1999
Led national advertising and digital marketing strategy; developed communications and collateral for all lines of business.
EARLY CAREER
Head of Public Affairs & Communications – IIROC
01/1997 – 08/1997
Media relations, public affairs, communications strategy
Manager, Communications – Canadian Bankers Association
06/1995 – 01/1997
Led communications and media strategy for banking association
EDUCATION & CERTIFICATIONS
BA, The University of Western Ontario
Professional Certifications & Courses:
Advanced Wealth Advisory Diploma – Knowledge Bureau
Partners, Directors and Officers Exam – Canadian Securities Institute
Canadian Securities Course – Canadian Securities Institute
Digital Marketing Certificate – Google
Horticulture & Landscape Design Certification – Sheridan College
Culinary Arts Diploma – Liaison College
TICO Certification – Travel Industry Council of Ontario
See more: Mike Belobradic on LinkedIn
Marketing, Sales and Business Development
Whether you're a Wealth Advisor, Travel Advisor, or Real Estate Agent, your world is built on trust, relationships and delivering high-value experiences. I’ve been in your shoes — sitting across from high-net-worth clients, navigating compliance, managing client expectations, and striving to differentiate myself and others in crowded markets.
I know what works, what doesn’t work, and most importantly: why.
This unique perspective allows me to craft tailored marketing solutions that resonate with your ideal clients and reflect the true value you offer. I don’t just create campaigns — I create brands and connections that convert.
Strategic, Data-Driven and Always On-Brand
My approach to marketing and brand strategy is grounded in thoughtful intent. It is fueled by creativity and proven by results. From digital demand generation and SEO, to brand governance, UX/CX optimization and content strategy. I bring a full-stack marketing mindset to every engagement.
Over the years, I have worked with wealth advisors at firms including TD Wealth, BMO Financial Group, Richardson Wealth, Wellington-Altus, Sprott Asset Management and many others, along with positions at fintech disruptors like SigFig and Nest Wealth. I have helped advisors and firms to rethink their marketing approach — delivering measurable growth in both client engagement and assets under management.
In the travel space I was a luxury travel advisor at Travel Edge and Pure Magic Vacations, along with a luxury Real Estate Advisor at Johnston & Daniel and Royal LePage. These are crowded industries where it is critical for any advisor to stand out as offering something that is unique and different.
In short, I know all of these spaces very well, so you can rest assured that I understand the challenges you face (and how to address them).
Why Me?
I speak your language. Whether you're dealing with separating yourself from competitors, struggling with lead generation, or finding it hard to create content that converts, I understand the real-world challenges that advisors face.
I deliver results. My strategies have consistently delivered brand clarity, which drives client acquisition, retention and ROI.
I am hands-on. From big-picture strategy to in-the-weeds execution, I bring a balanced, practical perspective and can coach on the full strategy or specific components.
I get luxury. Marketing to high-net-worth individuals requires nuance — and my personal and professional experience in the luxury market gives me an edge, whether you are a wealth advisor, a travel advisor or a real estate advisor.
Let’s Elevate Your Marketing
If you are looking for a senior marketing with sales/business development and brand strategy experience, please feel free to reach out. I work well as a player/coach as part of a small-but-mighty team, and equally as well leading more robust marketing team structures. Having worked in virtually every type of structure, I have the background skills and experience to help your business move forward no matter the size.
Feel free to contact me to learn more about how I can help you build a smarter, more strategic marketing presence — one that reflects the caliber of service you provide.