Byron B. Thouret Email & Phone Number

Montreal, Quebec

Pointe-Claire

Beaconsfield Quebec

Providing effective, high quality and non-traditional Investment solutions to the Business Owner, Entrepreneur, Individual and Family Office. Onus on tax deferral solutions and tax-saving strategies.Specialization in Corporate Estate Bonds with Canada's #1 provider.Specialist in Alternative Investment solutions through one of Canada's largest privately owned asset management firms.Established professional network provides performance accompanied with protection and preservation of Capital.

Westmount, Quebec

Providing clear and dedicated customized performance-based Investment solutions to individuals and organizations since 1992.Extensive diversified experience in domestic and international financial markets.Tax-efficient and effective portfolio strategy; specialization includes unique custom portfolio solutions; each constructed with traditional and non-traditional investment opportunity product; all presented, monitored and maintained with a second-to-none client experience.

Oct 2010 - Dec 2012 · 2 yrs 3 mosOct 2010 - Dec 2012 · 2 yrs 3 mosProviding a process which examines every financial aspect of the client's individual, family and corporate situation. This includes current and future lifestyle needs, trust and estate structures, business interests, charitable giving and income requirements. Will work with other trusted advisors, such as tax professionals, to ensure a complete picture to optimize maximize results. Meeting the clients' expectations is no accident - it is the combination of expertise and dedication that enables meeting goals for income, capital preservation and growth. The investment decisions made together are thoughtful and deliberate. A proactive approach to customized planning and goal setting ensures the plan is implemented and monitored closely for ongoing delivery. Consultant: Financial Intermediary; Consultant for Product/Corporate Development including Sales Representation, Management and Marketing;Product Placement and Fulfilment; Sponsorship mandates;Contract-for-Difference (CFD) TraderDirected inside staff and internal departments regarding new business, customer relations, customer retention, portfolio recommendation and account management- Negotiated fees effectively where necessary to accommodate and maintain good business relationships- Created and developed all marketing strategies and oversaw implementation within organization- Developed and implemented strong referral program based on achievement-based performance targets- Maintained continual overview of financial markets through financial adversity- Performed sponsorship and client entertainment and appreciation events- Improved methodology of client contact system via creative communication tools

Wholly-owned Subsidiary of CP Ltd. Responsible for Sales and Marketing for National accounts; Corporate intermediary for Production, Marketing and Finance between Canadian manufacturing operations in Joliette, Quebec and Head Office in Syracuse, New York. Subsequent Financial reporting to CP Ltd, Head Office Montreal, Quebec, Canada.

Sold apparel textiles to manufacturers. Head Office in Montreal, promotion to Branch Office in Toronto. Responsible for sales targets and new segment development.