Paula Lopes
Client Focused, Relationship Manager
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About
Resilient, client-focused leader skilled at engaging and inspiring excellence in high-performing teams to provide exemplary wealth management services and connect high-net-worth (HNW) clients with suitable products.
Innovative, detail-oriented strategic thinker who leverages in-depth product knowledge and exceeds client objectives by creating value-added plans with a focus on risk minimization
Empathetic relationship builder with the ability to collaborate across functional teams (Advisors, Marketing, Operations, Legal, Compliance) to support operational changes, and deliver holistic solutions
Experience
A Leader, manage 50+ client accounts and lead 5 direct reports (4 Senior Account Managers, 1 Analyst); leverage compliance and technical expertise in financial planning, private wealth solutions, and asset and risk management to advance operational and sales initiatives and serve the HNW segment. Business lead on operational side
Education
eCornell Certificate in Strategic Management
Fellow of the Canadian Securities Institute
Partners, Directors and Officers Course
Canadian Investment Management Certificate
International Relations Specialist, B. Honours, UofT
