Wealth management | ESG
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With a Graduate Diploma in Management, Entrepreneurship from McGill University and a Fintech Certificate from Fintech Cadence, I have a strong background in business development, financial planning, and innovation. I have applied my skills and knowledge as a Wealth Advisor at Desjardins, a Business Consultant, and a Financial Services Manager at TD.
As a Wealth Advisor, I worked with clients to understand their needs, goals, and preferences, and provided them with tailored solutions and advice. I leveraged my fintech expertise to introduce new digital tools and platforms to enhance the customer experience and efficiency. I also collaborated with other advisors and specialists to offer comprehensive and holistic services.
As a Business Consultant, I supported technology companies to secure public funding, develop business plans, and launch innovative products. As a Financial Services Manager, I led the life insurance segment in the branch, district, and Montreal Central East region of TD, the largest bank in Canada by assets. I am motivated by creating value for customers, partners, and stakeholders, and I am passionate about the intersection of finance and technology.
I bring diverse perspectives and experiences to the team, and I am always eager to learn and grow.
With a Graduate Diploma in Management, Entrepreneurship from McGill University and a Fintech Certificate from Fintech Cadence, I have a strong background in business development, financial planning, and innovation. I have applied my skills and knowledge as a Wealth Advisor at Desjardins, a Business Consultant, and a Financial Services Manager at TD.
As a Wealth Advisor, I worked with clients to understand their needs, goals, and preferences, and provided them with tailored solutions and advice. I leveraged my fintech expertise to introduce new digital tools and platforms to enhance the customer experience and efficiency. I also collaborated with other advisors and specialists to offer comprehensive and holistic services.
As a Business Consultant, I supported technology companies to secure public funding, develop business plans, and launch innovative products. As a Financial Services Manager, I led the life insurance segment in the branch, district, and Montreal Central East region of TD, the largest bank in Canada by assets. I am motivated by creating value for customers, partners, and stakeholders, and I am passionate about the intersection of finance and technology.
I bring diverse perspectives and experiences to the team, and I am always eager to learn and grow.
UQAM | Université du Québec à MontréalUQAM | Université du Québec à Montréal
Programme court de 2ᵉ cycle en intégration des enjeux environnementaux, sociaux et de gouvernance dans l’évaluation des investissemenis
Graduate Diploma in Management, EntrepreneurshipGraduate Diploma in Management, Entrepreneurship
Skills: Strategy · Project Management · Financial Analysis
