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Strong strategist and bilingual (French/English) Executive with over 25 years experience of business performance improvement in large public companies as well as mid-small companies including regulated securities dealers snd service businesses. Direct experience in financial Services, brokerage, banking, wealth management, retail and manufacturing sectors. Proven track record of increasing customer loyalty and achieving strategic goals. Played key leadership role in 3 corporate integrations. Proven successes at turnaround mandates and people change leadership.Interested in Board roles in Canada and abroad. Specialties: Business Strategy and Performance ImprovementGrowth and Marketing StrategyCorporate integrations/mergersTurnaround mandatesChange Leadership - leading people through complex strategic challenges
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PresidentPwl Capital IncMontreal, Qc, Ca
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ChairGlobal Association Of Independent Advisors Sep 2023 - PresentMontreal, Quebec, Canada -
President And Chief Executive OfficerPwl Capital Inc Oct 2018 - PresentMontreal, Quebec, Canada
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President & Chief Operating OfficerPwl Capital Inc Feb 2007 - Sep 2018PWL Capital Inc. is an independent wealth management boutique serving High Net Worth clients and families. Privately held, PWL Capital has offices in Montreal, Toronto, Ottawa and Waterloo. PWL Capital has a sterling reputation for a disciplined investment management style which delivers consistent positive investment performance for its clients.
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Corporate Board ChairCanadian Scholarship Trust Jun 2016 - PresentToronto, Ontario, CanadaChair, Investment CommitteeMember, Governance and HR Committee
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Past Board Chair And DirectorThe Study School Oct 2007 - Oct 2016Montreal, Canada AreaBoard Director since 2007 -
President And C.O.O.Cibc Asset Management May 2003 - Oct 2005Full P&L responsibility for this division with over $ 17 billion CAD in assets under management, business activities include manufacturing, marketing and distribution of 6 investment programs. Generating $ 90 million in net revenue, managing a $30 million operating budget, business unit included over 150 employees directly and an additional 200 indirectly -
Sr. Manager, Strategy And TransformationCap Gemini Ernst & Young Apr 2001 - May 2003 -
Director, Retail, Private Banking And StrategyScotiabank Feb 1993 - Apr 2001 -
Director, Marketing And AdvertisingRoyal Trust Company Aug 1988 - Feb 1993
Brenda Bartlett, Icd.D Skills
Brenda Bartlett, Icd.D Education Details
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Icd-Rotman, Directors Education ProgramIcd.D -
Branksome Hall School
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The Study School
Frequently Asked Questions about Brenda Bartlett, Icd.D
What company does Brenda Bartlett, Icd.D work for?
Brenda Bartlett, Icd.D works for Pwl Capital Inc
What is Brenda Bartlett, Icd.D's role at the current company?
Brenda Bartlett, Icd.D's current role is President.
What is Brenda Bartlett, Icd.D's email address?
Brenda Bartlett, Icd.D's email address is bb****@****tal.com
What is Brenda Bartlett, Icd.D's direct phone number?
Brenda Bartlett, Icd.D's direct phone number is +151487*****
What schools did Brenda Bartlett, Icd.D attend?
Brenda Bartlett, Icd.D attended Icd-Rotman, Directors Education Program, Western University, Branksome Hall School, The Study School.
What are some of Brenda Bartlett, Icd.D's interests?
Brenda Bartlett, Icd.D has interest in Skiing, Photography, Tennis, Golf, Adventure Travel, Investment Management.
What skills is Brenda Bartlett, Icd.D known for?
Brenda Bartlett, Icd.D has skills like Business Strategy, Strategy, Investments, Wealth Management, Financial Services, Strategic Planning, Management, Investment Management, Leadership, Change Management, Portfolio Management, Mergers And Acquisitions.
Who are Brenda Bartlett, Icd.D's colleagues?
Brenda Bartlett, Icd.D's colleagues are Rohan Das, Dan Bortolotti, Phillip Briggs Cfp®, Cim®, Katherine Pineda, Jeanelle Bermejo, Mike Johnson, Melissa Laursen, Qafp™.
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