Managing a team of Executive Hosts, senior and junior, and other employees involved in clientele services department. Contribute in the design of the working environment. Create the mapping of the daily routine of our employees/supervisors. Focus on creating the tools for measuring the performance of the department and its employees. Managing daily briefings to employees. Interviewing/Recruiting of new employees. Directly supervising a team of 20 employees. Special mandate with Group Indigo.

Manage a list of VP clients.

Team leader within the clientele service department. Managing the operations in replacement of a Supervisor.

Keeping a database of Model Portfolios based on indices, created in 1982. This database is being updated on a monthly basis and is using a rebalancing technique based on deviation. We compared the performance of 80 model portfolios, with different risk profiles, by applying different portfolio management approaches: buy and hold, annual rebalancing, and rebalancing based on deviation. This leads to the identification of overvalued/undervalued sectors within a specific timeframe. Currently looking to work with a partner to implement the approach.

The purpose is to present basic concepts to Financial Planners/Professionals on portfolio management. The material was personally designed and put together for accreditation by the IQPF and other organisations across Canada. The courses were given across the Province of Québec for many years. About 25 seminars were given during that period to groups between 20 and 100 attendees.